FEN

First Trust Energy Income and Growth Fund

Delisted

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

67 hedge funds and large institutions have $86.3M invested in First Trust Energy Income and Growth Fund in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+5
Holders Change %
+8.06%
% 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
11
Increased
21
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$679K +$122K +5,398 +22%
Ameriprise
27
Ameriprise
Minnesota
$603K -$48.6K -2,147 -7%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$564K +$44.3K +1,957 +9%
HCIA
29
Hochman Cole Investment Advisors
Illinois
$547K
SCM
30
Schnieders Capital Management
California
$526K -$14.1K -625 -3%
KMWM
31
Keudell/Morrison Wealth Management
Oregon
$486K -$13.6K -600 -3%
RJA
32
Raymond James & Associates
Florida
$427K +$35K +1,547 +9%
UB
33
UMB Bank
Missouri
$414K -$50.2K -2,218 -11%
CAN
34
Cetera Advisor Networks
California
$349K +$60.8K +2,684 +21%
AWM
35
Adams Wealth Management
Utah
$347K +$347K +15,356 New
AG
36
Advisor Group
Arizona
$334K -$86.9K -3,838 -21%
Citigroup
37
Citigroup
New York
$316K -$45.3K -2,000 -13%
SPC
38
Sigma Planning Corp
Michigan
$293K -$195K -8,605 -40%
SPIA
39
Steward Partners Investment Advisory
New York
$261K +$1.49K +66 +0.6%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$260K -$29.7K -1,310 -10%
Stifel Financial
41
Stifel Financial
Missouri
$227K +$227K +9,929 New
KWM
42
Kingsview Wealth Management
Oregon
$214K +$214K +9,454 New
NFG
43
Next Financial Group
Texas
$133K -$181K -8,048 -58%
RCA
44
Ranch Capital Advisors
Florida
$118K +$118K +5,239 New
AIC
45
Ameritas Investment Company
Nebraska
$93K +$2.41K +107 +3%
RIA
46
Realta Investment Advisors
Delaware
$90K +$8.78K +426 +11%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$63K
GWM
48
Geneos Wealth Management
Colorado
$52K
AA
49
Ancora Advisors
Ohio
$51K +$51K +2,264 New
OIA
50
Optimum Investment Advisors
Illinois
$50K