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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62 hedge funds and large institutions have $91.6M invested in First Trust Energy Income and Growth Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
22
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMC
First Merchants Corp
Indiana
+$1.64M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$546K
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$473K
4
TLP
Trinity Legacy Partners
Texas
+$407K
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$234K

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$3.64M
2
CBA
Coastal Bridge Advisors
Connecticut
-$2.92M
3
AAM
Advisors Asset Management
Colorado
-$1.7M
4
Wells Fargo
Wells Fargo
California
-$720K
5
EWM
Edge Wealth Management
New York
-$632K
Name Holding Trade Value Shares
Change 		Shares
Change %
HCIA
26
Hochman Cole Investment Advisors
Illinois
$548K -$25.7K -1,135 -4%
SCM
27
Schnieders Capital Management
California
$542K – – –
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$521K +$22.7K +1,001 +5%
KMWM
29
Keudell/Morrison Wealth Management
Oregon
$501K -$28.9K -1,275 -5%
SPC
30
Sigma Planning Corp
Michigan
$489K +$49.5K +2,183 +11%
AG
31
Advisor Group
Arizona
$422K +$148K +6,521 +54%
TLP
32
Trinity Legacy Partners
Texas
$407K +$407K +18,326 New
RJA
33
Raymond James & Associates
Florida
$393K -$55.3K -2,442 -12%
Citigroup
34
Citigroup
New York
$362K +$27.5K +1,213 +8%
NFG
35
Next Financial Group
Texas
$316K +$8.86K +391 +3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$290K +$17K +752 +6%
CAN
37
Cetera Advisor Networks
California
$288K +$81.9K +3,615 +40%
SPIA
38
Steward Partners Investment Advisory
New York
$260K – – –
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$234K +$234K +10,334 New
QCIG
40
Quad-Cities Investment Group
Iowa
$187K +$12.6K +558 +7%
SIA
41
Sit Investment Associates
Minnesota
$172K +$138K +6,093 +406%
AIC
42
Ameritas Investment Company
Nebraska
$91K +$91K +4,019 New
RIA
43
Realta Investment Advisors
Delaware
$88K +$52.7K +2,358 +149%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$64K +$548 +24 +0.9%
EWM
45
Edge Wealth Management
New York
$62K -$632K -28,309 -91%
OIA
46
Optimum Investment Advisors
Illinois
$50K – – –
GWM
47
Geneos Wealth Management
Colorado
$50K – – –
BC
48
Barnett & Company
Tennessee
$37K +$37K +1,615 New
RBC
49
Roble Belko & Company
Pennsylvania
$36K – – –
FIB
50
First Interstate Bank
Montana
$33K – – –
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