FEN

First Trust Energy Income and Growth Fund

Delisted

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

72 hedge funds and large institutions have $78M invested in First Trust Energy Income and Growth Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
27
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
26
Garrison Asset Management
Arkansas
$656K -$2.47K -155 -0.4%
Truist Financial
27
Truist Financial
North Carolina
$605K +$8.59K +540 +1%
ASFA
28
All Season Financial Advisors
Colorado
$444K +$4.52K +284 +1%
BWA
29
BDO Wealth Advisors
Florida
$428K -$23.6K -1,480 -5%
PAG
30
Private Advisor Group
New Jersey
$349K +$160K +10,025 +84%
BF
31
BOK Financial
Oklahoma
$341K -$111 -7 -0%
HighTower Advisors
32
HighTower Advisors
Illinois
$327K +$4.55K +286 +1%
Invesco
33
Invesco
Georgia
$303K -$8.12K -511 -3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$300K -$12.9K -809 -4%
UB
35
UMB Bank
Missouri
$240K
LMKC
36
L.M. Kohn & Company
Ohio
$232K
TB
37
Terril Brothers
Missouri
$226K
CRC
38
Curi RMB Capital
Illinois
$210K
CAG
39
Csenge Advisory Group
Florida
$199K +$199K +12,498 New
DADC
40
D.A. Davidson & Co
Montana
$196K +$18.4K +1,157 +10%
BW
41
Bison Wealth
Georgia
$190K +$32 +2 +0%
AAS
42
Ameritas Advisory Services
Nebraska
$187K
CAN
43
Cetera Advisor Networks
California
$186K -$4.13K -260 -2%
CG
44
Clarus Group
Texas
$184K +$6.61K +415 +4%
RJA
45
Raymond James & Associates
Florida
$173K +$223 +14 +0.1%
WPC
46
Wedmont Private Capital
Pennsylvania
$172K +$1.66K +104 +1%
SBIA
47
Sheaff Brock Investment Advisors
Indiana
$159K
CWM
48
Castle Wealth Management
Florida
$121K +$121K +7,629 New
APA
49
American Portfolios Advisors
New York
$116K -$51.4K -3,226 -31%
IA
50
IFP Advisors
Florida
$115K