FEN

First Trust Energy Income and Growth Fund

Delisted

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

70 hedge funds and large institutions have $115M invested in First Trust Energy Income and Growth Fund in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
22
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
26
Edge Wealth Management
New York
$1.05M -$44.1K -1,984 -4%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$974K +$47.5K +2,141 +5%
Ameriprise
28
Ameriprise
Minnesota
$927K +$410K +18,487 +79%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$812K +$69.6K +3,136 +9%
HCIA
30
Hochman Cole Investment Advisors
Illinois
$719K
RJA
31
Raymond James & Associates
Florida
$545K +$15.3K +688 +3%
Millennium Management
32
Millennium Management
New York
$447K +$447K +20,137 New
UB
33
UMB Bank
Missouri
$445K
SCM
34
Schnieders Capital Management
California
$443K +$6.67K +300 +2%
Citigroup
35
Citigroup
New York
$423K +$126K +5,675 +42%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$418K -$101K -4,547 -19%
RBC
37
Roble Belko & Company
Pennsylvania
$394K
KWA
38
KCS Wealth Advisory
California
$333K -$342K -15,377 -51%
CCB
39
Cutter & Co Brokerage
Missouri
$315K -$660K -29,719 -68%
FFSOTS
40
Fiduciary Financial Services of The Southwest
Texas
$272K -$377K -16,975 -58%
SBIA
41
Sheaff Brock Investment Advisors
Indiana
$267K
NMC
42
Nine Masts Capital
Hong Kong
$260K +$147K +6,600 +129%
BFM
43
Boston Financial Management
Massachusetts
$217K
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$213K +$213K +9,582 New
CA
45
Cetera Advisors
Colorado
$208K -$106K -4,782 -34%
KF
46
Krilogy Financial
Missouri
$193K -$15.5K -700 -7%
QCIG
47
Quad-Cities Investment Group
Iowa
$187K -$31.8K -1,424 -15%
NFG
48
Next Financial Group
Texas
$168K +$168K +7,577 New
AG
49
Advisor Group
Arizona
$115K +$12K +542 +12%
MFW
50
Mosaic Family Wealth
Missouri
$79K -$30.7K -1,574 -28%