FEN

First Trust Energy Income and Growth Fund
FEN

Overview Fund Activity
Delisted

FEN was delisted on the 3rd of May, 2024.

Back to rankings

64 hedge funds and large institutions have $138M invested in First Trust Energy Income and Growth Fund in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
25
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
1
Tiedemann Advisors
New York
$4.08M
2
UB
2
UMB Bank
Missouri
$3.35M
3
TT
3
Tiedemann Trust
Delaware
$13.6M
4
UBS Group
4
UBS Group
Switzerland
$5.03M
5
ACM
5
Avalon Capital Management
California
$1.58M

Top Sellers

1
JWM
1
Jacobus Wealth Management
Wisconsin
$3.39M
2
GC
2
Guggenheim Capital
Illinois
$11.5M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$2.41M
4
BFM
4
Boston Financial Management
Massachusetts
$1.71M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
51
Allegis Investment Advisors
Idaho
$82K +$82K +3,579 New
Citigroup
52
Citigroup
New York
$67K +$31.1K +1,350 +87%
MFS
53
MSI Financial Services
Massachusetts
$61K -$30.4K -1,321 -33%
IA
54
IFP Advisors
Florida
$56K +$56K +2,449 New
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$49K +$10K +425 +26%
FIB
56
First Interstate Bank
Montana
$41K – – –
Loomis, Sayles & Company
57
Loomis, Sayles & Company
Massachusetts
$40K – – –
RFWA
58
RPg Family Wealth Advisory
Massachusetts
$39.1K +$39.1K +1,700 New
CCS
59
Crosspoint Capital Strategies
California
$37K +$37K +1,000 New
Creative Planning
60
Creative Planning
Kansas
$34K -$36K -1,568 -51%
TRCT
61
Tower Research Capital (TRC)
New York
$7K +$583 +25 +9%
AC
62
Alexandria Capital
Virginia
$6K +$132 +6 +2%
CHC
63
City Holding Co
West Virginia
$5K +$5K +204 New
ASN
64
Advisory Services Network
Georgia
$1K – – –
RIL
65
Rothschild Investment LLC
Illinois
– -$384K -15,116 Closed
OIA
66
Optimum Investment Advisors
Illinois
– -$252K -9,940 Closed
RIA
67
Regal Investment Advisors
Michigan
– -$171K -6,754 Closed
CK
68
Carnick & Kubik
Colorado
– -$104K -4,100 Closed
US Bancorp
69
US Bancorp
Minnesota
– -$42K -1,650 Closed
FNBT
70
FineMark National Bank & Trust
Florida
– -$38K -1,500 Closed
DLHL
71
Donald L. Hagan LLC
Florida
– -$27K -1,050 Closed
TWMP
72
Taylor Wealth Management Partners
Massachusetts
– -$17K -650 Closed
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
– -$5K -191 Closed
W
74
Wealthfront
California
– -$5K -185 Closed
1 2
3