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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70 hedge funds and large institutions have $77.6M invested in First Trust Energy Income and Growth Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
29
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$3.35M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.49M
3
BCM
Brasada Capital Management
Texas
$1.49M
4
RCA
Reitz Capital Advisors
Michigan
$1.04M
5
Morgan Stanley
Morgan Stanley
New York
$4.71M

Top Sellers

1
CBA
Coastal Bridge Advisors
Connecticut
$5.76M
2
SFS
Sowell Financial Services
Arkansas
$0
3
LJAC
L.J. Altfest & Co
New York
$1.7M
4
GC
Guggenheim Capital
Illinois
$4.43M
5
SEA
Stegent Equity Advisors
Texas
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$608K +$649 +40 +0.1%
BWA
27
BDO Wealth Advisors
Florida
$460K -$811 -50 -0.2%
ASFA
28
All Season Financial Advisors
Colorado
$448K +$247K +15,201 +122%
BF
29
BOK Financial
Oklahoma
$347K -$8.32K -514 -2%
HighTower Advisors
30
HighTower Advisors
Illinois
$329K +$17.7K +1,089 +6%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$319K +$2.49K +153 +0.8%
Invesco
32
Invesco
Georgia
$317K -$290K -17,893 -48%
SMC
33
Smith, Moore & Co
Missouri
$296K -$80.4K -4,950 -21%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$250K +$250K +15,478 New
UB
35
UMB Bank
Missouri
$244K +$29.1K +1,795 +14%
LMKC
36
L.M. Kohn & Company
Ohio
$236K +$236K +14,534 New
TB
37
Terril Brothers
Missouri
$230K – – –
CRC
38
Curi RMB Capital
Illinois
$214K – – –
CAN
39
Cetera Advisor Networks
California
$194K +$194K +11,968 New
BW
40
Bison Wealth
Georgia
$193K -$6.68K -412 -3%
PAG
41
Private Advisor Group
New Jersey
$193K +$193K +11,888 New
AAS
42
Ameritas Advisory Services
Nebraska
$191K – – –
CG
43
Clarus Group
Texas
$181K +$11.2K +690 +7%
DADC
44
D.A. Davidson & Co
Montana
$181K +$181K +11,171 New
RJA
45
Raymond James & Associates
Florida
$176K -$6.61K -407 -4%
WPC
46
Wedmont Private Capital
Pennsylvania
$175K +$1.69K +103 +1%
APA
47
American Portfolios Advisors
New York
$170K – – –
SCM
48
Schnieders Capital Management
California
$163K -$1.62K -100 -1%
SBIA
49
Sheaff Brock Investment Advisors
Indiana
$162K – – –
Wells Fargo
50
Wells Fargo
California
$120K +$6.87K +421 +6%
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