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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60 hedge funds and large institutions have $97.7M invested in First Trust Energy Income and Growth Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
21
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMG
Patton Albertson Miller Group
Tennessee
+$1.41M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$390K
3
CAN
Cetera Advisor Networks
California
+$202K
4
GC
Guggenheim Capital
Illinois
+$191K
5
MBT
Monroe Bank & Trust
Michigan
+$178K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$1.38M
2
AAM
Advisors Asset Management
Colorado
-$734K
3
RVPG
Relative Value Partners Group
-$540K
4
Cohen & Steers
Cohen & Steers
New York
-$467K
5
PV
Private Vista
Illinois
-$427K
Name Holding Trade Value Shares
Change 		Shares
Change %
FIB
51
First Interstate Bank
Montana
$33K -$269 -12 -0.8%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$29K – – –
AF
53
Advisornet Financial
Minnesota
$26K +$489 +22 +2%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$25K +$269 +12 +1%
WEC
55
Winslow Evans & Crocker
Massachusetts
$18K – – –
LWM
56
Liberty Wealth Management
California
$10K +$10K +442 New
PFBT
57
Parkside Financial Bank & Trust
Missouri
$9K – – –
JCM
58
Jacobi Capital Management
Pennsylvania
$7K – – –
KFS
59
Kelly Financial Services
Massachusetts
$6.7K – – –
VFA
60
Valeo Financial Advisors
Indiana
$2K – – –
UB
61
UMB Bank
Missouri
$447 – – –
RVPG
62
Relative Value Partners Group
– -$540K -24,839 Closed
Invesco
63
Invesco
Georgia
– -$341K -15,671 Closed
FFSOTS
64
Fiduciary Financial Services of The Southwest
Texas
– -$206K -9,454 Closed
MFW
65
Mosaic Family Wealth
Missouri
– -$76K -3,501 Closed
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