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 $113M invested in First Trust Energy Income and Growth Fund in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-4
Holders Change %
-6.25%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
23
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HCIA
26
Hochman Cole Investment Advisors
Illinois
$922K -$209K -9,626 -18%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$893K +$43.9K +2,016 +5%
ACM
28
Avalon Capital Management
California
$820K -$875K -40,249 -52%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$810K +$78.8K +3,619 +11%
FFSOTS
30
Fiduciary Financial Services of The Southwest
Texas
$694K +$48.1K +2,209 +7%
PAG
31
Private Advisor Group
New Jersey
$578K +$578K +26,562 New
RBC
32
Roble Belko & Company
Pennsylvania
$565K
Ameriprise
33
Ameriprise
Minnesota
$468K -$194K -8,943 -29%
SCM
34
Schnieders Capital Management
California
$387K -$30.5K -1,400 -7%
UB
35
UMB Bank
Missouri
$310K -$7.06K -325 -2%
SBIA
36
Sheaff Brock Investment Advisors
Indiana
$261K +$261K +12,000 New
Stifel Financial
37
Stifel Financial
Missouri
$253K -$106K -4,904 -30%
Citigroup
38
Citigroup
New York
$233K +$4.95K +250 +2%
RJA
39
Raymond James & Associates
Florida
$226K -$30.5K -1,402 -12%
KF
40
Krilogy Financial
Missouri
$208K
NFG
41
Next Financial Group
Texas
$203K +$203K +9,318 New
BFM
42
Boston Financial Management
Massachusetts
$201K -$487K -22,434 -71%
TJHA
43
Thomas J. Herzfeld Advisors
Florida
$136K
MFW
44
Mosaic Family Wealth
Missouri
$122K -$30.3K -1,393 -20%
AG
45
Advisor Group
Arizona
$101K
OIA
46
Optimum Investment Advisors
Illinois
$70K +$70K +3,200 New
GWM
47
Geneos Wealth Management
Colorado
$59K
VIA
48
Vantage Investment Advisors
Pennsylvania
$59K +$59K +2,691 New
TCM
49
Tradewinds Capital Management
Washington
$32K
FIB
50
First Interstate Bank
Montana
$32K