FEN

First Trust Energy Income and Growth Fund

Delisted

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

56 hedge funds and large institutions have $52.4M invested in First Trust Energy Income and Growth Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-5
Holders Change %
-8.2%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
19
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SMC
26
Smith, Moore & Co
Missouri
$323K -$22.8K -1,680 -7%
Ameriprise
27
Ameriprise
Minnesota
$291K +$3.06K +226 +1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$286K -$1.1K -81 -0.4%
RCA
29
Reitz Capital Advisors
Michigan
$275K +$275K +20,265 New
HighTower Advisors
30
HighTower Advisors
Illinois
$256K +$4.07K +300 +2%
Cohen & Steers
31
Cohen & Steers
New York
$219K -$651K -47,919 -75%
RIA
32
Realta Investment Advisors
Delaware
$198K +$40.4K +2,989 +26%
CRC
33
Curi RMB Capital
Illinois
$179K
BW
34
Bison Wealth
Georgia
$173K -$6.76K -498 -4%
APA
35
American Portfolios Advisors
New York
$172K -$11.5K -845 -6%
CG
36
Clarus Group
Texas
$142K
AIC
37
Ameritas Investment Company
Nebraska
$141K
SBIA
38
Sheaff Brock Investment Advisors
Indiana
$136K
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$85K
RCA
40
Ranch Capital Advisors
Florida
$57K
GWM
41
Geneos Wealth Management
Colorado
$36K +$5.33K +400 +17%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$21K -$117K -8,958 -85%
NFG
43
Next Financial Group
Texas
$21K -$1.12K -81 -5%
CFB
44
Cullen/Frost Bankers
Texas
$19K
SPIA
45
Steward Partners Investment Advisory
New York
$15K
PB
46
Pinnacle Bancorp
Nebraska
$15K +$299 +22 +2%
CTC
47
Central Trust Company
Missouri
$13K
HI
48
Harbour Investments
Wisconsin
$11K -$3.44K -250 -24%
BlackRock
49
BlackRock
New York
$7K +$7K +542 New
RAM
50
Riggs Asset Management
Pennsylvania
$5K