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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82 hedge funds and large institutions have $119M invested in First Trust Energy Income and Growth Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
11
Increased
21
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
Almitas Capital
California
+$4.67M
2
AIA
Absolute Investment Advisers
Florida
+$4.51M
3
Goldman Sachs
Goldman Sachs
New York
+$3.92M
4
YCM
Yakira Capital Management
Connecticut
+$3.46M
5
SF
Summit Financial
New Jersey
+$3.13M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$7.79M
2
MOS
MGO One Seven
Ohio
-$1.9M
3
KACA
Kayne Anderson Capital Advisors
California
-$947K
4
CCP
Clough Capital Partners
Massachusetts
-$945K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$725K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
AQR Arbitrage
Connecticut
$1.38M -$555K -33,996 -29%
LPL Financial
27
LPL Financial
California
$1.26M -$632K -38,685 -33%
RPCONE
28
Retirement Planning Company of New England
Rhode Island
$932K -$148K -9,052 -14%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$884K +$14.1K +864 +2%
Jane Street
30
Jane Street
New York
$881K +$436K +26,686 +98%
PAG
31
Private Advisor Group
New Jersey
$805K +$18.7K +1,142 +2%
KWM
32
Kingsview Wealth Management
Oregon
$767K -$174K -10,636 -18%
GAM
33
Garrison Asset Management
Arkansas
$695K -$5.59K -342 -0.8%
RCA
34
Reitz Capital Advisors
Michigan
$640K – – –
GC
35
Guggenheim Capital
Illinois
$539K -$119K -7,313 -18%
CL
36
CSS LLC
Illinois
$475K +$475K +29,085 New
Truist Financial
37
Truist Financial
North Carolina
$474K -$15.9K -970 -3%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$447K +$447K +27,346 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$426K – – –
LSC
40
Logan Stone Capital
Illinois
$348K +$348K +21,282 New
SPC
41
Sigma Planning Corp
Michigan
$346K +$182K +11,161 +111%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$319K -$128K -7,808 -29%
SEA
43
Stegent Equity Advisors
Texas
$313K -$124K -7,612 -28%
HighTower Advisors
44
HighTower Advisors
Illinois
$312K +$15.5K +945 +5%
CA
45
Cetera Advisors
Colorado
$282K -$56.5K -3,458 -17%
IGWM
46
ICA Group Wealth Management
Colorado
$273K -$21.2K -1,295 -7%
Ameriprise
47
Ameriprise
Minnesota
$271K -$43.4K -2,658 -14%
LMKC
48
L.M. Kohn & Company
Ohio
$245K – – –
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$240K +$240K +14,657 New
CAM
50
Cresset Asset Management
Illinois
$236K +$28.6K +1,750 +14%
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