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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61 hedge funds and large institutions have $100M invested in First Trust Energy Income and Growth Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
18
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CBA
Coastal Bridge Advisors
Connecticut
+$3.92M
2
Wells Fargo
Wells Fargo
California
+$1.32M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$702K
4
CAM
Concorde Asset Management
Michigan
+$290K
5
ACM
Arlington Capital Management
Illinois
+$282K

Top Sellers

1
ECM
Evergreen Capital Management
Washington
-$3.05M
2
SIA
Sit Investment Associates
Minnesota
-$2.4M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$1.94M
4
TA
Tiedemann Advisors
New York
-$1.34M
5
RVPG
Relative Value Partners Group
-$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
26
Edge Wealth Management
New York
$692K +$414 +19 +0.1%
KMWM
27
Keudell/Morrison Wealth Management
Oregon
$601K +$601K +27,640 New
HCIA
28
Hochman Cole Investment Advisors
Illinois
$550K – – –
RVPG
29
Relative Value Partners Group
$540K -$1.24M -56,977 -70%
UBS Group
30
UBS Group
Switzerland
$525K -$499K -22,973 -49%
SCM
31
Schnieders Capital Management
California
$515K – – –
NCM
32
Next Capital Management
New York
$513K – – –
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$446K +$217K +9,991 +95%
UB
34
UMB Bank
Missouri
$436K – – –
Citigroup
35
Citigroup
New York
$375K -$9.13K -420 -2%
RJA
36
Raymond James & Associates
Florida
$349K -$12.8K -588 -4%
RBC
37
Roble Belko & Company
Pennsylvania
$343K – – –
Invesco
38
Invesco
Georgia
$341K -$427K -19,624 -56%
CAM
39
Concorde Asset Management
Michigan
$290K +$290K +13,075 New
ACM
40
Arlington Capital Management
Illinois
$282K +$282K +12,985 New
SPC
41
Sigma Planning Corp
Michigan
$259K +$259K +11,912 New
SPIA
42
Steward Partners Investment Advisory
New York
$250K – – –
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$232K +$3.32K +153 +1%
FFSOTS
44
Fiduciary Financial Services of The Southwest
Texas
$206K -$26.5K -1,215 -11%
NFG
45
Next Financial Group
Texas
$200K -$57.9K -2,663 -22%
NFH
46
NEXT Financial Holdings
Texas
$200K +$200K +9,205 New
QCIG
47
Quad-Cities Investment Group
Iowa
$199K -$7.48K -344 -4%
AG
48
Advisor Group
Arizona
$165K +$77.1K +3,549 +88%
MFW
49
Mosaic Family Wealth
Missouri
$76K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$57K +$20.9K +962 +58%
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