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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61 hedge funds and large institutions have $100M invested in First Trust Energy Income and Growth Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
18
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CBA
Coastal Bridge Advisors
Connecticut
+$3.92M
2
Wells Fargo
Wells Fargo
California
+$1.32M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$702K
4
CAM
Concorde Asset Management
Michigan
+$290K
5
ACM
Arlington Capital Management
Illinois
+$282K

Top Sellers

1
ECM
Evergreen Capital Management
Washington
-$3.05M
2
SIA
Sit Investment Associates
Minnesota
-$2.4M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$1.94M
4
TA
Tiedemann Advisors
New York
-$1.34M
5
RVPG
Relative Value Partners Group
-$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
51
Optimum Investment Advisors
Illinois
$48K -$21.8K -1,000 -31%
BC
52
Barnett & Company
Tennessee
$41K -$35K – –
FIB
53
First Interstate Bank
Montana
$32K – – –
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$29K -$225K -15,483 -89%
GWM
55
Geneos Wealth Management
Colorado
$26K – – –
AF
56
Advisornet Financial
Minnesota
$25K +$501 +23 +2%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$24K +$261 +12 +1%
WEC
58
Winslow Evans & Crocker
Massachusetts
$18K – – –
PFBT
59
Parkside Financial Bank & Trust
Missouri
$8K – – –
JCM
60
Jacobi Capital Management
Pennsylvania
$7K – – –
KFS
61
Kelly Financial Services
Massachusetts
$6.52K +$6.52K +300 New
VFA
62
Valeo Financial Advisors
Indiana
$2K – – –
ECM
63
Evergreen Capital Management
Washington
– -$3.05M -162,860 Closed
JPMPWA
64
J.P. Morgan Private Wealth Advisors
California
– -$1.94M -103,554 Closed
TA
65
Tiedemann Advisors
New York
– -$1.34M -71,913 Closed
AIC
66
Ameritas Investment Company
Nebraska
– -$121K -6,486 Closed
FTI
67
Fiduciary Trust International
Massachusetts
– -$103K -5,500 Closed
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
– -$5K -259 Closed
APA
69
American Portfolios Advisors
New York
– -$1.48K -79 Closed
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