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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71 hedge funds and large institutions have $67.7M invested in First Trust Energy Income and Growth Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$1.6M
2
WAM
2
Wolverine Asset Management
Illinois
$1.11M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.05M
4
Cohen & Steers
4
Cohen & Steers
New York
$892K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$736K

Top Sellers

1
LJAC
1
L.J. Altfest & Co
New York
$0
2
Ameriprise
2
Ameriprise
Minnesota
$392K
3
AAM
3
Advisors Asset Management
Colorado
$3.74M
4
GC
4
Guggenheim Capital
Illinois
$2.06M
5
CBA
5
Coastal Bridge Advisors
Connecticut
$4.69M
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
26
Garrison Asset Management
Arkansas
$570K 40,177 -872 -2%
Truist Financial
27
Truist Financial
North Carolina
$535K 37,698 -370 -1%
IGWM
28
ICA Group Wealth Management
Colorado
$483K 33,835 -8,982 -21%
SPC
29
Sigma Planning Corp
Michigan
$431K 30,356 -17,110 -36%
ASFA
30
All Season Financial Advisors
Colorado
$426K 30,015 +884 +3%
AAS
31
Ameritas Advisory Services
Nebraska
$402K 28,330 +16,565 +141%
Ameriprise
32
Ameriprise
Minnesota
$392K 27,561 -75,217 -73%
HighTower Advisors
33
HighTower Advisors
Illinois
$336K 23,651 +299 +1%
BWA
34
BDO Wealth Advisors
Florida
$320K 22,580 -2,725 -11%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$306K 21,582 +2,797 +15%
BF
36
BOK Financial
Oklahoma
$271K 19,090 -1,730 -8%
IA
37
IFP Advisors
Florida
$263K 11,561 +5,753 +99%
UB
38
UMB Bank
Missouri
$242K 17,073 – –
CAG
39
Csenge Advisory Group
Florida
$241K 16,982 +3,639 +27%
LMKC
40
L.M. Kohn & Company
Ohio
$212K 14,964 +430 +3%
TB
41
Terril Brothers
Missouri
$201K 14,200 – –
AGM
42
Alpine Global Management
New York
$181K 12,788 +12,788 New
CG
43
Clarus Group
Texas
$178K 12,557 – –
CAN
44
Cetera Advisor Networks
California
$163K 11,489 -216 -2%
EC
45
Elequin Capital
New York
$160K 11,308 +11,308 New
WPC
46
Wedmont Private Capital
Pennsylvania
$156K 11,004 +109 +1%
BW
47
Bison Wealth
Georgia
$155K 10,976 -1,407 -11%
Stifel Financial
48
Stifel Financial
Missouri
$146K 10,293 +10,293 New
SBIA
49
Sheaff Brock Investment Advisors
Indiana
$142K 10,000 – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$87.3K 6,150 +4,500 +273%
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