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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64 hedge funds and large institutions have $55.3M invested in First Trust Energy Income and Growth Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
23
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$5.33M
2
LJAC
L.J. Altfest & Co
New York
$1.36M
3
LPL Financial
LPL Financial
California
$1.88M
4
UBS Group
UBS Group
Switzerland
$2.91M
5
SFS
Sowell Financial Services
Arkansas
$2.01M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$0
2
QC
Quantedge Capital
Singapore
$691K
3
LCM
Landscape Capital Management
New Jersey
$0
4
Cohen & Steers
Cohen & Steers
New York
$1.93M
5
OFG
OTA Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$457K +$101K +7,585 +29%
BWA
27
BDO Wealth Advisors
Florida
$412K +$412K +30,757 New
SPC
28
Sigma Planning Corp
Michigan
$411K +$18K +1,340 +5%
Ameriprise
29
Ameriprise
Minnesota
$379K -$12.5K -935 -3%
HighTower Advisors
30
HighTower Advisors
Illinois
$263K +$20.1K +1,503 +8%
NFSG
31
Newbridge Financial Services Group
Florida
$239K +$79.4K +5,940 +50%
TB
32
Terril Brothers
Missouri
$190K +$190K +14,200 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$189K +$189K +14,088 New
CRC
34
Curi RMB Capital
Illinois
$177K -$241K -17,952 -58%
NL
35
NWAM LLC
Washington
$177K -$147K -11,025 -45%
APA
36
American Portfolios Advisors
New York
$168K +$168K +12,550 +125,500%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$143K +$6.65K +500 +5%
CG
38
Clarus Group
Texas
$142K +$142K +10,452 New
BW
39
Bison Wealth
Georgia
$141K +$141K +10,545 New
SCM
40
Schnieders Capital Management
California
$139K +$139K +10,416 New
SBIA
41
Sheaff Brock Investment Advisors
Indiana
$134K – – –
SIA
42
Sit Investment Associates
Minnesota
$89K -$20.2K -1,500 -18%
Citigroup
43
Citigroup
New York
$87K -$6.68K -500 -7%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$84K – – –
AIC
45
Ameritas Investment Company
Nebraska
$67K +$67K +5,000 New
RCA
46
Ranch Capital Advisors
Florida
$56K – – –
NFG
47
Next Financial Group
Texas
$47K -$1K -74 -2%
GWM
48
Geneos Wealth Management
Colorado
$32K – – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$29K – – –
OIA
50
Optimum Investment Advisors
Illinois
$23K -$6.77K -500 -23%
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