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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64 hedge funds and large institutions have $138M invested in First Trust Energy Income and Growth Fund in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
21
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CRC
Curi RMB Capital
Illinois
+$3.54M
2
CBA
Coastal Bridge Advisors
Connecticut
+$2.47M
3
GC
Guggenheim Capital
Illinois
+$1.68M
4
EWM
Edge Wealth Management
New York
+$1.37M
5
Cohen & Steers
Cohen & Steers
New York
+$904K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$2.41M
2
Invesco
Invesco
Georgia
-$1.62M
3
AAM
Advisors Asset Management
Colorado
-$1.55M
4
PV
Private Vista
Illinois
-$1.35M
5
AIM
Allen Investment Management
New York
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$72K -$10.5K -400 -13%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$51K -$14.2K -540 -22%
FIB
53
First Interstate Bank
Montana
$39K – – –
TCM
54
Tradewinds Capital Management
Washington
$39K +$39K +1,466 New
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$37K -$51.3K -1,921 -58%
AF
56
Advisornet Financial
Minnesota
$22K +$22K +825 New
SPIA
57
Steward Partners Investment Advisory
New York
$20K +$13K +500 +187%
WEC
58
Winslow Evans & Crocker
Massachusetts
$20K -$103K -3,868 -84%
PFBT
59
Parkside Financial Bank & Trust
Missouri
$14K – – –
BTIS
60
BB&T Investment Services
North Carolina
$9K – – –
TC
61
Trust Company
Kansas
$5K +$5K +200 New
APA
62
American Portfolios Advisors
New York
$2.09K +$2.09K +79 New
SEI Investments
63
SEI Investments
Pennsylvania
$2K +$2K +69 New
CA
64
Calton & Associates
Florida
$2K +$2K +100 New
PV
65
Private Vista
Illinois
– -$1.35M -54,826 Closed
AIM
66
Allen Investment Management
New York
– -$1.28M -52,091 Closed
PAG
67
Private Advisor Group
New Jersey
– -$746K -30,161 Closed
AIA
68
Allegis Investment Advisors
Idaho
– -$404K -16,371 Closed
IH
69
IFC Holdings
Florida
– -$360K -14,590 Closed
AA
70
Ancora Advisors
Ohio
– -$295K -11,955 Closed
ASN
71
Advisory Services Network
Georgia
– -$222K -9,000 Closed
NFG
72
Next Financial Group
Texas
– -$149K -6,077 Closed
IA
73
IFP Advisors
Florida
– -$12K -500 Closed
WAM
74
Wolverine Asset Management
Illinois
– -$2K -101 Closed
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