FEN
First Trust Energy Income and Growth Fund
FEN
FEN
Delisted
FEN was delisted on the 3rd of May, 2024.
60 hedge funds and large institutions have $130M invested in First Trust Energy Income and Growth Fund in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
26
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
$3.39M |
| 2 |
Cohen & Steers
New York
|
$13.1M |
| 3 |
BOIA
Bush ODonnell Investment Advisors
St Louis,
Missouri
|
$0 |
| 4 |
Morgan Stanley
New York
|
$10.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
$4.46M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
LCM
51
Liberty Capital Management
Birmingham,
Michigan
| $80K | – | – | – |
|
|
GWM
52
Geneos Wealth Management
Englewood,
Colorado
| $77K | -$14.7K | -600 | -16% |
|
|
AG
53
Advisor Group
Phoenix,
Arizona
| $66K | – | – | – |
|
54
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $60K | +$9.7K | +400 | +19% |
|
|
FIB
55
First Interstate Bank
Billings,
Montana
| $37K | – | – | – |
|
|
PFBT
56
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $13K | – | – | – |
|
|
IA
57
IFP Advisors
Tampa,
Florida
| $12K | – | – | – |
|
|
BTIS
58
BB&T Investment Services
Charlotte,
North Carolina
| $9K | – | – | – |
|
|
SPIA
59
Steward Partners Investment Advisory
New York
| $6K | – | – | – |
|
|
WAM
60
Wolverine Asset Management
Chicago,
Illinois
| $2K | +$2K | +101 | New |
|
|
BOIA
61
Bush ODonnell Investment Advisors
St Louis,
Missouri
| – | -$629K | -24,725 | Closed |
|
62
Creative Planning
Overland Park,
Kansas
| – | -$94K | -3,704 | Closed |
|
|
AC
63
Alexandria Capital
Arlington,
Virginia
| – | -$8K | -304 | Closed |
|