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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60 hedge funds and large institutions have $130M invested in First Trust Energy Income and Growth Fund in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
26
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Avalon Capital Management
California
$1.48M
2
AAM
Advisors Asset Management
Colorado
$12.7M
3
PV
Private Vista
Illinois
$1.35M
4
SIA
Sit Investment Associates
Minnesota
$13.3M
5
EWA
Exencial Wealth Advisors
Oklahoma
$446K

Top Sellers

1
Invesco
Invesco
Georgia
$3.39M
2
Cohen & Steers
Cohen & Steers
New York
$13.1M
3
BOIA
Bush ODonnell Investment Advisors
Missouri
$0
4
Morgan Stanley
Morgan Stanley
New York
$10.5M
5
Wells Fargo
Wells Fargo
California
$4.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.02M +$59.8K +2,427 +6%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.02M +$115K +4,672 +13%
FFSOTS
28
Fiduciary Financial Services of The Southwest
Texas
$937K -$30.9K -1,254 -3%
BFM
29
Boston Financial Management
Massachusetts
$933K -$7.89K -320 -0.8%
PAG
30
Private Advisor Group
New Jersey
$746K -$7.1K -287 -0.9%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$703K +$60K +2,433 +9%
DA
32
Doliver Advisors
Texas
$616K +$144K +5,826 +30%
Ameriprise
33
Ameriprise
Minnesota
$537K +$173K +7,040 +48%
RJA
34
Raymond James & Associates
Florida
$526K -$77.5K -3,143 -13%
SCM
35
Schnieders Capital Management
California
$497K +$39.5K +1,600 +9%
EWA
36
Exencial Wealth Advisors
Oklahoma
$446K +$446K +18,100 New
Stifel Financial
37
Stifel Financial
Missouri
$407K -$200K -8,097 -33%
AIA
38
Allegis Investment Advisors
Idaho
$404K +$45K +1,824 +13%
UB
39
UMB Bank
Missouri
$373K +$26.9K +1,093 +8%
IH
40
IFC Holdings
Florida
$360K – – –
SI
41
Stephens Inc
Arkansas
$303K -$31.1K -1,263 -9%
AA
42
Ancora Advisors
Ohio
$295K – – –
MFW
43
Mosaic Family Wealth
Missouri
$273K -$49.9K -2,022 -15%
RBC
44
Roble Belko & Company
Pennsylvania
$243K +$45.5K +1,846 +23%
Citigroup
45
Citigroup
New York
$239K +$108K +4,370 +82%
KF
46
Krilogy Financial
Missouri
$237K -$14.8K -600 -6%
ASN
47
Advisory Services Network
Georgia
$222K – – –
NFG
48
Next Financial Group
Texas
$149K +$2.67K +109 +2%
WEC
49
Winslow Evans & Crocker
Massachusetts
$114K -$154K -6,261 -58%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$82K +$82K +3,307 New
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