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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57 hedge funds and large institutions have $136M invested in First Trust Energy Income and Growth Fund in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
3
Increased
27
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$14.7M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
$2.92M
3
Wells Fargo
Wells Fargo
California
$6.41M
4
CBA
Coastal Bridge Advisors
Connecticut
$9.2M
5
MBT
Monroe Bank & Trust
Michigan
$2.4M

Top Sellers

1
TA
Tiedemann Advisors
New York
$0
2
CWM
Concert Wealth Management
California
$0
3
ACM
Avalon Capital Management
California
$2.37M
4
GC
Guggenheim Capital
Illinois
$6.65M
5
UB
UMB Bank
Missouri
$624K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$963K +$98K +3,694 +11%
BFM
27
Boston Financial Management
Massachusetts
$896K -$515K -19,412 -37%
Stifel Financial
28
Stifel Financial
Missouri
$673K +$122K +4,574 +22%
BOIA
29
Bush ODonnell Investment Advisors
Missouri
$656K – – –
RJA
30
Raymond James & Associates
Florida
$639K +$255K +9,599 +66%
UB
31
UMB Bank
Missouri
$624K -$591K -22,283 -49%
FFSOTS
32
Fiduciary Financial Services of The Southwest
Texas
$473K +$473K +17,824 New
PAG
33
Private Advisor Group
New Jersey
$444K +$6.21K +229 +1%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$417K +$417K +15,699 New
WEC
35
Winslow Evans & Crocker
Massachusetts
$379K -$26K -980 -6%
SI
36
Stephens Inc
Arkansas
$369K -$54.2K -2,044 -13%
SCM
37
Schnieders Capital Management
California
$360K +$132K +4,975 +58%
IH
38
IFC Holdings
Florida
$354K +$94.1K +3,545 +36%
MFW
39
Mosaic Family Wealth
Missouri
$352K -$27.8K -1,048 -7%
AA
40
Ancora Advisors
Ohio
$343K – – –
RBC
41
Roble Belko & Company
Pennsylvania
$338K +$299K +11,277 +771%
AIA
42
Allegis Investment Advisors
Idaho
$303K +$70.4K +2,652 +30%
OFG
43
OTA Financial Group
New York
$294K -$225K -8,511 -43%
NFG
44
Next Financial Group
Texas
$234K +$9.04K +340 +4%
KF
45
Krilogy Financial
Missouri
$205K +$2.66K +100 +1%
Citigroup
46
Citigroup
New York
$147K +$10.7K +400 +8%
Creative Planning
47
Creative Planning
Kansas
$98K – – –
LCM
48
Liberty Capital Management
Michigan
$94K – – –
AG
49
Advisor Group
Arizona
$89K – – –
GWM
50
Geneos Wealth Management
Colorado
$80K -$39.5K -1,500 -33%
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