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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64 hedge funds and large institutions have $55.3M invested in First Trust Energy Income and Growth Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
23
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$5.33M
2
LJAC
L.J. Altfest & Co
New York
$1.36M
3
LPL Financial
LPL Financial
California
$1.88M
4
UBS Group
UBS Group
Switzerland
$2.91M
5
SFS
Sowell Financial Services
Arkansas
$2.01M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$0
2
QC
Quantedge Capital
Singapore
$691K
3
LCM
Landscape Capital Management
New Jersey
$0
4
Cohen & Steers
Cohen & Steers
New York
$1.93M
5
OFG
OTA Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
51
Barnett & Company
Tennessee
$22K – – –
CFB
52
Cullen/Frost Bankers
Texas
$19K +$19K +1,385 New
SPIA
53
Steward Partners Investment Advisory
New York
$14.3K +$2.28K +170 +19%
PB
54
Pinnacle Bancorp
Nebraska
$14K +$344 +26 +3%
CTC
55
Central Trust Company
Missouri
$13K – – –
HI
56
Harbour Investments
Wisconsin
$11K +$11K +800 New
KFS
57
Kelly Financial Services
Massachusetts
$4.02K – – –
AF
58
Advisornet Financial
Minnesota
$4K – – –
JCM
59
Jacobi Capital Management
Pennsylvania
$4K – – –
BFEC
60
Benjamin F. Edwards & Company
Missouri
$3K -$32.1K -2,000 -91%
SWA
61
SOA Wealth Advisors
New York
$2K – – –
AF
62
Allworth Financial
California
$2K +$42 +3 +2%
CWA
63
Clearview Wealth Advisors
Oregon
$2K +$44 +4 +2%
RCM
64
Rivernorth Capital Management
Florida
– -$5.4M -504,782 Closed
LCM
65
Landscape Capital Management
New Jersey
– -$1.29M -120,580 Closed
OFG
66
OTA Financial Group
New York
– -$872K -81,510 Closed
MWM
67
Maltin Wealth Management
New Jersey
– -$730K -68,268 Closed
Walleye Capital
68
Walleye Capital
New York
– -$256 -23,912 Closed
ACM
69
Arlington Capital Management
Illinois
– -$237K -22,188 Closed
WAM
70
Wolverine Asset Management
Illinois
– -$223K -20,887 Closed
FMC
71
First Merchants Corp
Indiana
– -$143K -13,359 Closed
PFBT
72
Parkside Financial Bank & Trust
Missouri
– -$4K -384 Closed
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