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 $59.2M invested in First Trust Energy Income and Growth Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$1.57M
2
WAM
Wolverine Asset Management
Illinois
$2.53M
3
CA
Cornerstone Advisors
North Carolina
$1.28M
4
LCM
Landscape Capital Management
New Jersey
$522K
5
Baird Financial Group
Baird Financial Group
Wisconsin
$4.3M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
$3.09M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.36M
3
UBS Group
UBS Group
Switzerland
$2.32M
4
GC
Guggenheim Capital
Illinois
$1.19M
5
RCA
Reitz Capital Advisors
Michigan
$440K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$483K +$31.7K +2,443 +7%
Truist Financial
27
Truist Financial
North Carolina
$479K -$10.8K -831 -2%
SEA
28
Stegent Equity Advisors
Texas
$477K -$470K -36,220 -50%
RCA
29
Reitz Capital Advisors
Michigan
$440K -$501K -38,580 -53%
IGWM
30
ICA Group Wealth Management
Colorado
$419K -$19.8K -1,525 -5%
SPC
31
Sigma Planning Corp
Michigan
$366K -$27.5K -2,121 -7%
AA
32
AQR Arbitrage
Connecticut
$360K +$360K +27,700 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$344K +$64.2K +4,954 +23%
HighTower Advisors
34
HighTower Advisors
Illinois
$309K +$3.03K +234 +1%
Ameriprise
35
Ameriprise
Minnesota
$276K -$82.2K -6,330 -23%
BWA
36
BDO Wealth Advisors
Florida
$249K -$44.4K -3,421 -15%
BF
37
BOK Financial
Oklahoma
$248K – – –
AAS
38
Ameritas Advisory Services
Nebraska
$220K -$147K -11,358 -40%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$220K -$453K -34,913 -67%
QC
40
Quantedge Capital
Singapore
$212K +$212K +16,300 New
CAG
41
Csenge Advisory Group
Florida
$205K -$15.7K -1,209 -7%
LMKC
42
L.M. Kohn & Company
Ohio
$194K – – –
TB
43
Terril Brothers
Missouri
$184K – – –
UB
44
UMB Bank
Missouri
$176K -$46.1K -3,552 -21%
SIA
45
Sit Investment Associates
Minnesota
$171K +$93.3K +7,200 +120%
CG
46
Clarus Group
Texas
$148K -$15K -1,152 -9%
WPC
47
Wedmont Private Capital
Pennsylvania
$146K +$1.61K +122 +1%
BW
48
Bison Wealth
Georgia
$138K +$63 +5 +0%
CAN
49
Cetera Advisor Networks
California
$132K -$17K -1,306 -11%
EC
50
Elequin Capital
New York
$132K -$14.8K -1,142 -10%
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