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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51 hedge funds and large institutions have $133M invested in First Trust Energy Income and Growth Fund in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
18
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.33M
2
AAM
Advisors Asset Management
Colorado
+$1.18M
3
ICAS
Investors Capital Advisory Services
Massachusetts
+$1.15M
4
RTS
Round Table Services
New Jersey
+$909K
5
JWM
Jacobus Wealth Management
Wisconsin
+$788K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$2.59M
2
PWP
Private Wealth Partners
California
-$2.36M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.08M
4
SG Americas Securities
SG Americas Securities
New York
-$810K
5
GF
Gerstein Fisher
New York
-$592K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
51
Private Wealth Partners
California
– -$2.36M -73,103 Closed
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
– -$1.08M -33,554 Closed
SG Americas Securities
53
SG Americas Securities
New York
– -$810K -25,093 Closed
GF
54
Gerstein Fisher
New York
– -$592K -18,360 Closed
WAM
55
Weiss Asset Management
Massachusetts
– -$305K -9,452 Closed
WA
56
WealthTrust-Arizona
Arizona
– -$32K -1,000 Closed
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
– -$16K -500 Closed
ASN
58
Advisory Services Network
Georgia
– -$6K -181 Closed
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