FEN

First Trust Energy Income and Growth Fund

Delisted

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

67 hedge funds and large institutions have $119M invested in First Trust Energy Income and Growth Fund in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+7
Holders Change %
+11.67%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
23
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$958K +$15.7K +684 +2%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$768K -$86.8K -3,781 -10%
HCIA
28
Hochman Cole Investment Advisors
Illinois
$743K -$231K -10,045 -24%
KWA
29
KCS Wealth Advisory
California
$697K -$341K -14,869 -33%
FFSOTS
30
Fiduciary Financial Services of The Southwest
Texas
$671K -$61.7K -2,685 -8%
RJA
31
Raymond James & Associates
Florida
$547K +$308K +13,441 +129%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$536K +$536K +23,346 New
Ameriprise
33
Ameriprise
Minnesota
$534K +$39.3K +1,715 +8%
SI
34
Stephens Inc
Arkansas
$470K -$634K -27,587 -57%
UB
35
UMB Bank
Missouri
$461K +$133K +5,800 +41%
SCM
36
Schnieders Capital Management
California
$450K +$42.4K +1,850 +10%
DA
37
Doliver Advisors
Texas
$409K +$409K +17,834 New
RBC
38
Roble Belko & Company
Pennsylvania
$407K -$190K -8,258 -32%
CA
39
Cetera Advisors
Colorado
$325K +$325K +14,174 New
Citigroup
40
Citigroup
New York
$307K +$36.7K +1,600 +14%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$282K +$282K +12,281 New
SBIA
42
Sheaff Brock Investment Advisors
Indiana
$276K
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$231K +$231K +10,054 New
BFM
44
Boston Financial Management
Massachusetts
$224K +$11.5K +500 +5%
QCIG
45
Quad-Cities Investment Group
Iowa
$224K +$224K +9,799 New
KF
46
Krilogy Financial
Missouri
$216K -$4.03K -175 -2%
TJHA
47
Thomas J. Herzfeld Advisors
Florida
$144K
MFW
48
Mosaic Family Wealth
Missouri
$129K +$527 +23 +0.4%
NMC
49
Nine Masts Capital
Hong Kong
$117K +$117K +5,100 New
AG
50
Advisor Group
Arizona
$106K