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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69 hedge funds and large institutions have $70.6M invested in First Trust Energy Income and Growth Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$6.26M
2
AAS
2
Avantax Advisory Services
Texas
$504K
3
LPL Financial
3
LPL Financial
California
$1.74M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.23M
5
CG
5
CFO4Life Group
Texas
$198K

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.41M
2
BCM
2
Brasada Capital Management
Texas
$0
3
AAM
3
Advisors Asset Management
Colorado
$4.57M
4
CBA
4
Coastal Bridge Advisors
Connecticut
$5.22M
5
GC
5
Guggenheim Capital
Illinois
$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
26
Garrison Asset Management
Arkansas
$610K -$1.89K -127 -0.3%
Truist Financial
27
Truist Financial
North Carolina
$565K +$579 +39 +0.1%
AAS
28
Avantax Advisory Services
Texas
$504K +$504K +33,921 New
PAG
29
Private Advisor Group
New Jersey
$492K +$167K +11,230 +51%
ASFA
30
All Season Financial Advisors
Colorado
$433K +$18.3K +1,228 +4%
BWA
31
BDO Wealth Advisors
Florida
$376K -$23.5K -1,581 -6%
HighTower Advisors
32
HighTower Advisors
Illinois
$346K +$41.3K +2,789 +14%
BF
33
BOK Financial
Oklahoma
$309K -$8.98K -605 -3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$279K -$728 -49 -0.3%
UB
35
UMB Bank
Missouri
$254K +$29.8K +2,000 +13%
LMKC
36
L.M. Kohn & Company
Ohio
$216K – – –
TB
37
Terril Brothers
Missouri
$211K – – –
CAG
38
Csenge Advisory Group
Florida
$198K +$12.5K +845 +7%
CG
39
CFO4Life Group
Texas
$198K +$198K +13,300 New
DADC
40
D.A. Davidson & Co
Montana
$186K +$3.09K +208 +2%
CG
41
Clarus Group
Texas
$186K +$14.8K +1,000 +9%
BW
42
Bison Wealth
Georgia
$183K +$7.05K +477 +4%
AAS
43
Ameritas Advisory Services
Nebraska
$175K – – –
CAN
44
Cetera Advisor Networks
California
$174K -$45 -3 -0%
WPC
45
Wedmont Private Capital
Pennsylvania
$162K +$1.56K +105 +1%
RJA
46
Raymond James & Associates
Florida
$160K -$592 -40 -0.4%
SBIA
47
Sheaff Brock Investment Advisors
Indiana
$148K – – –
IA
48
IFP Advisors
Florida
$137K +$22.4K +950 +20%
APA
49
American Portfolios Advisors
New York
$108K – – –
CWM
50
Castle Wealth Management
Florida
$107K -$6.72K -451 -6%
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