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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61 hedge funds and large institutions have $56.2M invested in First Trust Energy Income and Growth Fund in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
23
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$4.47M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.06M
3
LPL Financial
3
LPL Financial
California
$2.49M
4
SMC
4
Smith, Moore & Co
Missouri
$370K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$6.14M

Top Sellers

1
CBA
1
Coastal Bridge Advisors
Connecticut
$7.23M
2
Cohen & Steers
2
Cohen & Steers
New York
$929K
3
KWM
3
Kingsview Wealth Management
Oregon
$1.24M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.73M
5
QC
5
Quantedge Capital
Singapore
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
26
Smith, Moore & Co
Missouri
$370K +$370K +25,505 New
Ameriprise
27
Ameriprise
Minnesota
$308K -$103K -7,070 -25%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$308K +$103K +7,120 +51%
KFS
29
Kelly Financial Services
Massachusetts
$300K +$279K +4,050 +1,350%
HighTower Advisors
30
HighTower Advisors
Illinois
$271K -$16K -1,097 -6%
NFSG
31
Newbridge Financial Services Group
Florida
$260K +$508 +35 +0.2%
TB
32
Terril Brothers
Missouri
$206K – – –
APA
33
American Portfolios Advisors
New York
$197K +$14.6K +1,004 +8%
BW
34
Bison Wealth
Georgia
$192K +$39K +2,692 +26%
CRC
35
Curi RMB Capital
Illinois
$191K – – –
RIA
36
Realta Investment Advisors
Delaware
$169K +$169K +11,647 New
CG
37
Clarus Group
Texas
$155K – – –
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$153K -$2.75K -190 -2%
AIC
39
Ameritas Investment Company
Nebraska
$150K +$77.7K +5,375 +108%
SCM
40
Schnieders Capital Management
California
$147K -$3.62K -250 -2%
SBIA
41
Sheaff Brock Investment Advisors
Indiana
$145K – – –
SIA
42
Sit Investment Associates
Minnesota
$96K – – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$90K – – –
Citigroup
44
Citigroup
New York
$80K -$14.5K -1,000 -15%
RCA
45
Ranch Capital Advisors
Florida
$61K – – –
GWM
46
Geneos Wealth Management
Colorado
$34K – – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$29K – – –
NFG
48
Next Financial Group
Texas
$23K -$27K -1,877 -54%
CFB
49
Cullen/Frost Bankers
Texas
$20K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$16K – – –
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