FEN

First Trust Energy Income and Growth Fund

Delisted

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

60 hedge funds and large institutions have $113M invested in First Trust Energy Income and Growth Fund in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-4
Holders Change %
-6.25%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
23
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$31K -$10.5K -491 -25%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$30K
AF
53
Advisornet Financial
Minnesota
$24K +$6.4K +300 +36%
WEC
54
Winslow Evans & Crocker
Massachusetts
$16.4K
SPIA
55
Steward Partners Investment Advisory
New York
$16K
RFC
56
Regions Financial Corp
Alabama
$13K +$13K +600 New
PFBT
57
Parkside Financial Bank & Trust
Missouri
$8K -$2.77K -133 -26%
SWP
58
Stratos Wealth Partners
Ohio
$7K +$7K +325 New
JCM
59
Jacobi Capital Management
Pennsylvania
$7K +$7K +335 New
APA
60
American Portfolios Advisors
New York
$1.72K
EWA
61
Exencial Wealth Advisors
Oklahoma
-$716K -25,747 Closed
6M
62
6 Meridian
Kansas
-$649K -24,492 Closed
CA
63
Cetera Advisors
Colorado
-$390K -14,732 Closed
DA
64
Doliver Advisors
Texas
-$276K -10,399 Closed
SMC
65
Smith, Moore & Co
Missouri
-$215K -8,107 Closed
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
-$204K -7,697 Closed
LCM
67
Liberty Capital Management
Michigan
-$93K -3,392 Closed
TC
68
Trust Company
Kansas
-$5K -200 Closed
CA
69
Calton & Associates
Florida
-$2K -100 Closed
SEI Investments
70
SEI Investments
Pennsylvania
-$2K -69 Closed