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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62 hedge funds and large institutions have $93.4M invested in First Trust Energy Income and Growth Fund in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-8
Holders Change %
-11.43%
% 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
10
Increased
15
Reduced
29
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECM
Evergreen Capital Management
Washington
+$3.05M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$1.94M
3
SI
Stephens Inc
Arkansas
+$1.54M
4
RVPG
Relative Value Partners Group
+$1.53M
5
CBA
Coastal Bridge Advisors
Connecticut
+$1.43M

Top Sellers

1
TA
Tiedemann Advisors
New York
-$2.54M
2
RAM
Riggs Asset Management
Pennsylvania
-$2.36M
3
CWM
Cornerstone Wealth Management
Missouri
-$2M
4
CRC
Curi RMB Capital
Illinois
-$1.25M
5
GC
Guggenheim Capital
Illinois
-$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
51
Barnett & Company
Tennessee
$35K -$41K – –
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$31K -$35.4K -1,896 -53%
FIB
53
First Interstate Bank
Montana
$28K – – –
GWM
54
Geneos Wealth Management
Colorado
$22K -$4.58K -250 -17%
AF
55
Advisornet Financial
Minnesota
$21K – – –
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$20K -$11K -598 -35%
WEC
57
Winslow Evans & Crocker
Massachusetts
$16K – – –
PFBT
58
Parkside Financial Bank & Trust
Missouri
$7K – – –
JCM
59
Jacobi Capital Management
Pennsylvania
$6K – – –
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$5K +$5K +259 New
VFA
61
Valeo Financial Advisors
Indiana
$2K – – –
APA
62
American Portfolios Advisors
New York
$1.48K -$4.36K -233 -75%
UB
63
UMB Bank
Missouri
$376 – – –
CWM
64
Cornerstone Wealth Management
Missouri
– -$2M -49,500 Closed
DA
65
Doliver Advisors
Texas
– -$1.06M -47,616 Closed
Millennium Management
66
Millennium Management
New York
– -$447K -20,137 Closed
KWA
67
KCS Wealth Advisory
California
– -$333K -14,980 Closed
CCB
68
Cutter & Co Brokerage
Missouri
– -$315K -14,181 Closed
SBIA
69
Sheaff Brock Investment Advisors
Indiana
– -$267K -12,000 Closed
NMC
70
Nine Masts Capital
Hong Kong
– -$260K -11,700 Closed
BFM
71
Boston Financial Management
Massachusetts
– -$217K -9,750 Closed
CA
72
Cetera Advisors
Colorado
– -$208K -9,392 Closed
KF
73
Krilogy Financial
Missouri
– -$193K -8,690 Closed
AA
74
Ancora Advisors
Ohio
– -$50K -2,264 Closed
TCM
75
Tradewinds Capital Management
Washington
– -$33K -1,466 Closed
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