FEN

First Trust Energy Income and Growth Fund
FEN

Overview Fund Activity
Delisted

FEN was delisted on the 3rd of May, 2024.

Back to rankings

70 hedge funds and large institutions have $77.6M invested in First Trust Energy Income and Growth Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
29
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$3.35M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.49M
3
BCM
Brasada Capital Management
Texas
$1.49M
4
RCA
Reitz Capital Advisors
Michigan
$1.04M
5
Morgan Stanley
Morgan Stanley
New York
$4.71M

Top Sellers

1
CBA
Coastal Bridge Advisors
Connecticut
$5.76M
2
SFS
Sowell Financial Services
Arkansas
$0
3
LJAC
L.J. Altfest & Co
New York
$1.7M
4
GC
Guggenheim Capital
Illinois
$4.43M
5
SEA
Stegent Equity Advisors
Texas
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$115K +$115K +4,858 New
SPIA
52
Steward Partners Investment Advisory
New York
$69K – – –
SIA
53
Sit Investment Associates
Minnesota
$49K +$32.7K +2,000 +200%
GWM
54
Geneos Wealth Management
Colorado
$43K – – –
PFS
55
Prospera Financial Services
Texas
$32K +$32K +2,000 New
GWM
56
Guardian Wealth Management
Illinois
$30K +$145 +9 +0.5%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$30K +$7.87K +491 +36%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$27K +$16.4K +1,000 +154%
CFB
59
Cullen/Frost Bankers
Texas
$22K – – –
CJL
60
Cyrus J. Lawrence
New York
$22K +$22K +1,334 New
PB
61
Pinnacle Bancorp
Nebraska
$19K +$365 +22 +2%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
CTC
63
Central Trust Company
Missouri
$15K – – –
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$14K -$78.2K -4,750 -85%
RAM
65
Riggs Asset Management
Pennsylvania
$6K – – –
KFS
66
Kelly Financial Services
Massachusetts
$4.87K – – –
SWA
67
SOA Wealth Advisors
New York
$3K – – –
AF
68
Allworth Financial
California
$3K +$39 +2 +1%
CWA
69
Clearview Wealth Advisors
Oregon
$2K – – –
TRCT
70
Tower Research Capital (TRC)
New York
$2K – – –
SFS
71
Sowell Financial Services
Arkansas
– -$1.29M -93,037 Closed
WAM
72
Wolverine Asset Management
Illinois
– -$99K -7,192 Closed
AF
73
Advisornet Financial
Minnesota
– -$4K -300 Closed
1 2
3