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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60 hedge funds and large institutions have $97.7M invested in First Trust Energy Income and Growth Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
21
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMG
Patton Albertson Miller Group
Tennessee
+$1.41M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$390K
3
CAN
Cetera Advisor Networks
California
+$202K
4
GC
Guggenheim Capital
Illinois
+$191K
5
MBT
Monroe Bank & Trust
Michigan
+$178K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$1.38M
2
AAM
Advisors Asset Management
Colorado
-$734K
3
RVPG
Relative Value Partners Group
-$540K
4
Cohen & Steers
Cohen & Steers
New York
-$467K
5
PV
Private Vista
Illinois
-$427K
Name Holding Trade Value Shares
Change 		Shares
Change %
HCIA
26
Hochman Cole Investment Advisors
Illinois
$565K – – –
SCM
27
Schnieders Capital Management
California
$534K +$4.47K +200 +0.8%
UBS Group
28
UBS Group
Switzerland
$533K -$6.45K -289 -1%
NCM
29
Next Capital Management
New York
$527K – – –
KMWM
30
Keudell/Morrison Wealth Management
Oregon
$495K -$89.9K -4,250 -15%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$490K +$32.3K +1,448 +7%
RJA
32
Raymond James & Associates
Florida
$442K +$83K +3,713 +23%
SPC
33
Sigma Planning Corp
Michigan
$433K +$167K +7,472 +63%
Citigroup
34
Citigroup
New York
$329K -$55.8K -2,500 -14%
NFG
35
Next Financial Group
Texas
$303K +$97.3K +4,353 +47%
CAM
36
Concorde Asset Management
Michigan
$289K -$3.56K -159 -1%
ACM
37
Arlington Capital Management
Illinois
$286K -$3.41K -153 -1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$269K +$30.4K +1,361 +13%
AG
39
Advisor Group
Arizona
$269K +$99.7K +4,473 +59%
SPIA
40
Steward Partners Investment Advisory
New York
$256K – – –
CAN
41
Cetera Advisor Networks
California
$202K +$202K +9,102 New
QCIG
42
Quad-Cities Investment Group
Iowa
$172K -$32.3K -1,446 -16%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$62K +$3.46K +155 +6%
GWM
44
Geneos Wealth Management
Colorado
$51K +$24.4K +1,100 +92%
OIA
45
Optimum Investment Advisors
Illinois
$49K – – –
AAP
46
Arax Advisory Partners
Colorado
$47K +$47K +2,106 New
BC
47
Barnett & Company
Tennessee
$36K -$41K – –
RIA
48
Realta Investment Advisors
Delaware
$36K +$36K +1,581 New
RBC
49
Roble Belko & Company
Pennsylvania
$35K -$316K -14,199 -90%
SIA
50
Sit Investment Associates
Minnesota
$33K -$1.38M -62,732 -98%
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