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 $33.2M invested in First Trust Energy Income and Growth Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-5
Holders Change %
-7.46%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
15
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CBA
Coastal Bridge Advisors
Connecticut
+$849K
2
LCM
Landscape Capital Management
New Jersey
+$810K
3
Morgan Stanley
Morgan Stanley
New York
+$498K
4
UBS Group
UBS Group
Switzerland
+$466K
5
WAM
Wolverine Asset Management
Illinois
+$356K

Top Sellers

1
SI
Stephens Inc
Arkansas
-$2.11M
2
Wells Fargo
Wells Fargo
California
-$1.34M
3
TLP
Trinity Legacy Partners
Texas
-$881K
4
AAM
Advisors Asset Management
Colorado
-$608K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$564K
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
51
Barnett & Company
Tennessee
$14K – – –
AF
52
Advisornet Financial
Minnesota
$11K – – –
WEC
53
Winslow Evans & Crocker
Massachusetts
$10K -$7.44K -704 -43%
SIA
54
Sit Investment Associates
Minnesota
$9K +$9K +1,000 New
CTC
55
Central Trust Company
Missouri
$8K +$8K +940 New
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$6K – – –
PFBT
57
Parkside Financial Bank & Trust
Missouri
$3K – – –
JCM
58
Jacobi Capital Management
Pennsylvania
$3K – – –
KFS
59
Kelly Financial Services
Massachusetts
$2.62K – – –
VFA
60
Valeo Financial Advisors
Indiana
$1K – – –
AF
61
Allworth Financial
California
$1K +$24 +3 +2%
APA
62
American Portfolios Advisors
New York
$87 -$70 -8 -44%
SI
63
Stephens Inc
Arkansas
– -$2.11M -93,163 Closed
TLP
64
Trinity Legacy Partners
Texas
– -$881K -39,417 Closed
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
– -$564K -24,929 Closed
Stifel Financial
66
Stifel Financial
Missouri
– -$227K -9,929 Closed
RIA
67
Realta Investment Advisors
Delaware
– -$90K -4,365 Closed
RBC
68
Roble Belko & Company
Pennsylvania
– -$36K -1,573 Closed
FIB
69
First Interstate Bank
Montana
– -$33K -1,472 Closed
TA
70
TFG Advisers
Michigan
– -$27K -1,203 Closed
PA
71
PSI Advisors
Florida
– -$6K -289 Closed
EWM
72
Edge Wealth Management
New York
– -$2K -95 Closed
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