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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69 hedge funds and large institutions have $50.3M invested in First Trust Energy Income and Growth Fund in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+7
Holders Change %
+11.29%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
27
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$2.57M
2
CA
Cornerstone Advisors
North Carolina
+$2.36M
3
LCM
Landscape Capital Management
New Jersey
+$758K
4
UBS Group
UBS Group
Switzerland
+$740K
5
CBA
Coastal Bridge Advisors
Connecticut
+$564K

Top Sellers

1
PAMG
Patton Albertson Miller Group
Tennessee
-$661K
2
RAM
Riggs Asset Management
Pennsylvania
-$646K
3
Wells Fargo
Wells Fargo
California
-$377K
4
GC
Guggenheim Capital
Illinois
-$261K
5
BF
BOK Financial
Oklahoma
-$251K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
26
Benjamin F. Edwards & Company
Missouri
$503K -$3.94K -364 -0.8%
Walleye Capital
27
Walleye Capital
New York
$494K +$381K +35,262 +339%
Truist Financial
28
Truist Financial
North Carolina
$478K -$83.4K -7,714 -15%
WAM
29
Wolverine Asset Management
Illinois
$414K -$27K -2,500 -6%
AA
30
AQR Arbitrage
Connecticut
$411K +$411K +38,006 New
MWM
31
Maltin Wealth Management
New Jersey
$341K +$90.3K +8,358 +36%
Ameriprise
32
Ameriprise
Minnesota
$324K +$50.4K +4,652 +18%
PV
33
Private Vista
Illinois
$319K +$319K +29,576 New
SMC
34
Smith, Moore & Co
Missouri
$285K -$53.2K -4,910 -16%
Walleye Trading
35
Walleye Trading
New York
$251K +$251K +23,239 New
HCIA
36
Hochman Cole Investment Advisors
Illinois
$214K – – –
AWM
37
Adams Wealth Management
Utah
$207K +$66.4K +6,147 +47%
SCM
38
Schnieders Capital Management
California
$203K – – –
CAN
39
Cetera Advisor Networks
California
$186K -$1.18K -109 -0.6%
SPC
40
Sigma Planning Corp
Michigan
$185K +$32.6K +3,021 +21%
KMWM
41
Keudell/Morrison Wealth Management
Oregon
$176K -$45.7K -4,220 -21%
NL
42
NWAM LLC
Washington
$170K +$170K +15,675 New
Invesco
43
Invesco
Georgia
$137K +$137K +12,657 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$136K +$2.1K +194 +2%
SPIA
45
Steward Partners Investment Advisory
New York
$124K – – –
PAMG
46
Patton Albertson Miller Group
Tennessee
$121K -$661K -61,026 -85%
Stifel Financial
47
Stifel Financial
Missouri
$120K +$120K +11,130 New
Citigroup
48
Citigroup
New York
$115K -$18.8K -1,735 -14%
SBIA
49
Sheaff Brock Investment Advisors
Indiana
$108K +$108K +10,000 New
SIA
50
Sit Investment Associates
Minnesota
$74K +$63.2K +5,875 +588%
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