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 $64.6M invested in First Trust Energy Income and Growth Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$6.07M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$6.12M
3
Cohen & Steers
3
Cohen & Steers
New York
$1.92M
4
AA
4
AQR Arbitrage
Connecticut
$901K
5
AAM
5
Advisors Asset Management
Colorado
$4.44M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$0
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$388K
3
GC
3
Guggenheim Capital
Illinois
$598K
4
WAM
4
Wolverine Asset Management
Illinois
$2.12M
5
UBS Group
5
UBS Group
Switzerland
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
26
Quantedge Capital
Singapore
$538K +$311K +22,300 +137%
PAG
27
Private Advisor Group
New Jersey
$532K +$13.4K +960 +3%
Truist Financial
28
Truist Financial
North Carolina
$479K -$34.1K -2,449 -7%
SEA
29
Stegent Equity Advisors
Texas
$420K -$92.6K -6,651 -18%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$388K -$1.87M -134,217 -83%
SPC
31
Sigma Planning Corp
Michigan
$374K -$19.6K -1,405 -5%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$367K -$2.25K -162 -0.6%
IGWM
33
ICA Group Wealth Management
Colorado
$354K -$96.5K -6,925 -21%
Ameriprise
34
Ameriprise
Minnesota
$296K -$474 -34 -0.2%
LCM
35
Landscape Capital Management
New Jersey
$279K -$282K -20,231 -50%
HighTower Advisors
36
HighTower Advisors
Illinois
$269K -$62.8K -4,520 -19%
BWA
37
BDO Wealth Advisors
Florida
$245K -$22.2K -1,596 -8%
BF
38
BOK Financial
Oklahoma
$216K -$50.3K -3,614 -19%
LMKC
39
L.M. Kohn & Company
Ohio
$208K – – –
CAG
40
Csenge Advisory Group
Florida
$206K -$13.5K -972 -6%
TB
41
Terril Brothers
Missouri
$198K – – –
UB
42
UMB Bank
Missouri
$188K – – –
Invesco
43
Invesco
Georgia
$188K +$188K +13,511 New
SIA
44
Sit Investment Associates
Minnesota
$184K – – –
CAM
45
Cresset Asset Management
Illinois
$177K +$177K +12,700 New
CA
46
Cornerstone Advisory
Maryland
$166K +$166K +11,943 New
AAS
47
Ameritas Advisory Services
Nebraska
$160K -$70.6K -5,207 -31%
CG
48
Clarus Group
Texas
$159K – – –
BW
49
Bison Wealth
Georgia
$153K – – –
WPC
50
Wedmont Private Capital
Pennsylvania
$153K +$1.82K +134 +1%
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