FEN

First Trust Energy Income and Growth Fund

Delisted

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

62 hedge funds and large institutions have $93.4M invested in First Trust Energy Income and Growth Fund in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-8
Holders Change %
-11.43%
% 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
10
Increased
15
Reduced
29
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$882K -$620K -33,122 -41%
PV
27
Private Vista
Illinois
$860K -$122K -6,536 -12%
SMC
28
Smith, Moore & Co
Missouri
$846K +$846K +45,186 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$840K -$67.3K -3,599 -7%
BFEC
30
Benjamin F. Edwards & Company
Missouri
$689K +$4.62K +247 +0.7%
Invesco
31
Invesco
Georgia
$661K -$295K -15,766 -31%
EWM
32
Edge Wealth Management
New York
$594K -$290K -15,481 -33%
HCIA
33
Hochman Cole Investment Advisors
Illinois
$474K -$132K -7,058 -22%
SCM
34
Schnieders Capital Management
California
$443K +$70.6K +3,775 +19%
NCM
35
Next Capital Management
New York
$442K +$442K +23,606 New
Citigroup
36
Citigroup
New York
$331K -$25.9K -1,380 -7%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$327K -$24.7K -1,321 -7%
RJA
38
Raymond James & Associates
Florida
$312K -$147K -7,863 -32%
RBC
39
Roble Belko & Company
Pennsylvania
$295K -$36.6K -1,957 -11%
NFG
40
Next Financial Group
Texas
$222K +$80.3K +4,291 +57%
SPIA
41
Steward Partners Investment Advisory
New York
$215K +$201K +10,733 +1,399%
FFSOTS
42
Fiduciary Financial Services of The Southwest
Texas
$200K -$29.5K -1,575 -13%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$197K +$17.7K +948 +10%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$197K +$197K +10,532 New
QCIG
45
Quad-Cities Investment Group
Iowa
$179K +$21.2K +1,123 +13%
AIC
46
Ameritas Investment Company
Nebraska
$121K +$121K +6,486 New
FTI
47
Fiduciary Trust International
Massachusetts
$103K +$103K +5,500 New
AG
48
Advisor Group
Arizona
$75K -$21.3K -1,147 -22%
MFW
49
Mosaic Family Wealth
Missouri
$66K -$10.4K -550 -14%
OIA
50
Optimum Investment Advisors
Illinois
$60K