FEN

First Trust Energy Income and Growth Fund

Delisted

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

60 hedge funds and large institutions have $132M invested in First Trust Energy Income and Growth Fund in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
2
Increased
27
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFM
26
Boston Financial Management
Massachusetts
$970K +$97.5K +3,839 +11%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$930K -$76.3K -3,001 -8%
PAG
28
Private Advisor Group
New Jersey
$768K +$33.3K +1,322 +5%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$663K +$93.9K +3,691 +16%
BOIA
30
Bush ODonnell Investment Advisors
Missouri
$629K
Stifel Financial
31
Stifel Financial
Missouri
$624K +$50.1K +1,978 +9%
RJA
32
Raymond James & Associates
Florida
$622K -$81.9K -3,225 -12%
DA
33
Doliver Advisors
Texas
$487K +$245K +9,637 +101%
SCM
34
Schnieders Capital Management
California
$476K +$21.8K +850 +5%
Ameriprise
35
Ameriprise
Minnesota
$372K -$1.74K -69 -0.5%
IH
36
IFC Holdings
Florida
$371K
AIA
37
Allegis Investment Advisors
Idaho
$370K +$814 +32 +0.2%
UB
38
UMB Bank
Missouri
$357K -$9.53K -375 -3%
SI
39
Stephens Inc
Arkansas
$345K +$407 +16 +0.1%
MFW
40
Mosaic Family Wealth
Missouri
$333K -$14.6K -572 -4%
AA
41
Ancora Advisors
Ohio
$304K -$24.3K -956 -7%
PV
42
Private Vista
Illinois
$298K -$20.6K -809 -6%
WEC
43
Winslow Evans & Crocker
Massachusetts
$277K -$21.9K -859 -7%
KF
44
Krilogy Financial
Missouri
$260K +$63.6K +2,500 +32%
ASN
45
Advisory Services Network
Georgia
$229K +$126K +4,953 +122%
RBC
46
Roble Belko & Company
Pennsylvania
$203K -$120K -4,737 -37%
NFG
47
Next Financial Group
Texas
$152K +$10.1K +397 +7%
Citigroup
48
Citigroup
New York
$135K -$12.7K -500 -9%
Creative Planning
49
Creative Planning
Kansas
$94K
GWM
50
Geneos Wealth Management
Colorado
$94K +$17.6K +700 +23%