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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57 hedge funds and large institutions have $127M invested in First Trust Energy Income and Growth Fund in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-2
Holders Change %
-3.39%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
18
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$8.36M
2
TT
Tiedemann Trust
Delaware
$11.6M
3
EM
EnTrustPermal Management
New York
$1.27M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$1.11M
5
UBS Group
UBS Group
Switzerland
$2.34M

Top Sellers

1
LPL Financial
LPL Financial
California
$3.17M
2
Morgan Stanley
Morgan Stanley
New York
$10.7M
3
AAM
Advisors Asset Management
Colorado
$10.1M
4
GC
Guggenheim Capital
Illinois
$15.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
DLHL
51
Donald L. Hagan LLC
Florida
$27K +$27K +1,050 New
TWMP
52
Taylor Wealth Management Partners
Massachusetts
$17K – – –
AC
53
Alexandria Capital
Virginia
$7K +$131 +5 +2%
TRCT
54
Tower Research Capital (TRC)
New York
$7K +$2.78K +109 +66%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$5K – – –
W
56
Wealthfront
California
$5K +$5K +185 New
ASN
57
Advisory Services Network
Georgia
$1K -$16.9K -796 -94%
RTS
58
Round Table Services
New Jersey
– -$871K -27,745 Closed
Deutsche Bank
59
Deutsche Bank
Germany
– -$364K -11,607 Closed
SCM
60
Schnieders Capital Management
California
– -$308K -9,800 Closed
BP
61
BBR Partners
New York
– -$254K -8,085 Closed
VKH
62
Virtu KCG Holdings
New York
– -$239K -7,598 Closed
SI
63
Stephens Inc
Arkansas
– -$231K -7,350 Closed
SWP
64
Stratos Wealth Partners
Ohio
– -$227K -7,235 Closed
HighTower Advisors
65
HighTower Advisors
Illinois
– -$218K -6,930 Closed
BW
66
Bison Wealth
Georgia
– -$224K -6,627 Closed
RBC
67
Roble Belko & Company
Pennsylvania
– -$76K -2,414 Closed
BRWM
68
B. Riley Wealth Management
Tennessee
– -$18K -575 Closed
IWM
69
Integrated Wealth Management
California
– -$11K -340 Closed
RCG
70
Ruggie Capital Group
Florida
– -$9K -318 Closed
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
– -$9K -300 Closed
HNB
72
Huntington National Bank
Ohio
– -$13K – –
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