FEN

First Trust Energy Income and Growth Fund
FEN

Overview Fund Activity
Delisted

FEN was delisted on the 3rd of May, 2024.

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61 hedge funds and large institutions have $149M invested in First Trust Energy Income and Growth Fund in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
6
Increased
25
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
Tiedemann Advisors
New York
$10.4M
2
CCB
Cutter & Co Brokerage
Missouri
$2.25M
3
Morgan Stanley
Morgan Stanley
New York
$11.7M
4
Cohen & Steers
Cohen & Steers
New York
$14.2M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$3.85M

Top Sellers

1
GC
Guggenheim Capital
Illinois
$7.55M
2
DA
Doliver Advisors
Texas
$0
3
SIA
Sit Investment Associates
Minnesota
$9.35M
4
AAM
Advisors Asset Management
Colorado
$10.9M
5
CBA
Coastal Bridge Advisors
Connecticut
$8.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
26
Boston Financial Management
Massachusetts
$1.44M -$342K -12,630 -19%
Bank of America
27
Bank of America
North Carolina
$1.3M -$34.7K -1,282 -3%
UB
28
UMB Bank
Missouri
$1.24M -$248K -9,138 -17%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.2M +$7.34K +271 +0.6%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$883K -$129K -4,755 -13%
BOIA
31
Bush ODonnell Investment Advisors
Missouri
$670K – – –
Stifel Financial
32
Stifel Financial
Missouri
$560K +$84.7K +3,132 +18%
OFG
33
OTA Financial Group
New York
$531K +$221K +8,169 +71%
WS
34
Wedbush Securities
California
$441K +$5.48K +202 +1%
SI
35
Stephens Inc
Arkansas
$433K +$95.8K +3,532 +28%
PAG
36
Private Advisor Group
New Jersey
$420K -$14.5K -557 -3%
WEC
37
Winslow Evans & Crocker
Massachusetts
$413K -$71.8K -2,652 -15%
RJA
38
Raymond James & Associates
Florida
$392K -$244K -9,002 -38%
MFW
39
Mosaic Family Wealth
Missouri
$388K +$2.36K +87 +0.6%
AA
40
Ancora Advisors
Ohio
$350K – – –
IH
41
IFC Holdings
Florida
$266K +$26.7K +982 +11%
BRF
42
B. Riley Financial
California
$259K – – –
AIA
43
Allegis Investment Advisors
Idaho
$237K +$237K +8,764 New
SCM
44
Schnieders Capital Management
California
$232K +$232K +8,575 New
NFG
45
Next Financial Group
Texas
$229K +$58K +2,143 +34%
CS
46
Credit Suisse
Switzerland
$218K -$147K -5,435 -40%
KF
47
Krilogy Financial
Missouri
$206K +$7.71K +285 +4%
Citigroup
48
Citigroup
New York
$139K +$38K +1,400 +38%
GWM
49
Geneos Wealth Management
Colorado
$122K -$1.61K -60 -1%
Creative Planning
50
Creative Planning
Kansas
$100K +$70.2K +2,600 +236%
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