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 $59.5M invested in First Trust Energy Income and Growth Fund in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+8
Holders Change %
+14.29%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
19
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$2.92M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$7.23M
3
Ameriprise
3
Ameriprise
Minnesota
$864K
4
AAM
4
Advisors Asset Management
Colorado
$5.03M
5
CA
5
Cetera Advisors
Colorado
$3.17M

Top Sellers

1
CBA
1
Coastal Bridge Advisors
Connecticut
$6.59M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.43M
3
RJA
3
Raymond James & Associates
Florida
$155K
4
SFS
4
Sowell Financial Services
Arkansas
$1.29M
5
Invesco
5
Invesco
Georgia
$518K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
26
BDO Wealth Advisors
Florida
$393K -$18.7K -1,349 -5%
SMC
27
Smith, Moore & Co
Missouri
$320K -$8.98K -650 -3%
BF
28
BOK Financial
Oklahoma
$303K -$80.6K -5,840 -21%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$269K -$22.6K -1,637 -8%
HighTower Advisors
30
HighTower Advisors
Illinois
$267K +$4.13K +297 +2%
TB
31
Terril Brothers
Missouri
$196K +$196K +14,200 New
UB
32
UMB Bank
Missouri
$184K +$184K +13,278 New
CRC
33
Curi RMB Capital
Illinois
$182K – – –
ASFA
34
All Season Financial Advisors
Colorado
$172K +$172K +12,418 New
BW
35
Bison Wealth
Georgia
$170K -$5.84K -423 -3%
WPC
36
Wedmont Private Capital
Pennsylvania
$167K +$167K +10,583 New
AAS
37
Ameritas Advisory Services
Nebraska
$163K +$163K +11,765 New
RJA
38
Raymond James & Associates
Florida
$155K -$337K -24,442 -69%
APA
39
American Portfolios Advisors
New York
$145K -$30.5K -2,209 -17%
CG
40
Clarus Group
Texas
$143K – – –
SCM
41
Schnieders Capital Management
California
$141K +$141K +10,166 New
SBIA
42
Sheaff Brock Investment Advisors
Indiana
$138K – – –
WAM
43
Wolverine Asset Management
Illinois
$99K +$99K +7,192 New
Wells Fargo
44
Wells Fargo
California
$96K -$247K -17,802 -72%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$77K +$77K +5,600 New
SPIA
46
Steward Partners Investment Advisory
New York
$59K +$44.2K +3,200 +299%
GWM
47
Geneos Wealth Management
Colorado
$37K – – –
GWM
48
Guardian Wealth Management
Illinois
$26K +$26K +1,848 New
NFG
49
Next Financial Group
Texas
$21K +$138 +10 +0.7%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$19K -$3.06K -222 -14%
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