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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72 hedge funds and large institutions have $78M invested in First Trust Energy Income and Growth Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
27
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.32M
2
SFS
2
Sowell Financial Services
Arkansas
$1.67M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$4.88M
4
LPL Financial
4
LPL Financial
California
$1.47M
5
CBA
5
Coastal Bridge Advisors
Connecticut
$6.24M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.03M
2
GC
2
Guggenheim Capital
Illinois
$3.55M
3
AAM
3
Advisors Asset Management
Colorado
$5.57M
4
SMC
4
Smith, Moore & Co
Missouri
$0
5
IGWM
5
ICA Group Wealth Management
Colorado
$787K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$83K -$34.1K -2,143 -29%
SPIA
52
Steward Partners Investment Advisory
New York
$68K – – –
SIA
53
Sit Investment Associates
Minnesota
$48K – – –
GWM
54
Geneos Wealth Management
Colorado
$43K – – –
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$34K +$4.54K +288 +15%
PFS
56
Prospera Financial Services
Texas
$32K – – –
GWM
57
Guardian Wealth Management
Illinois
$29K -$573 -36 -2%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$26K – – –
CJL
59
Cyrus J. Lawrence
New York
$21K – – –
PB
60
Pinnacle Bancorp
Nebraska
$19K +$342 +21 +2%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
CTC
62
Central Trust Company
Missouri
$15K – – –
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$14K – – –
CFB
64
Cullen/Frost Bankers
Texas
$12K -$9.56K -614 -44%
HI
65
Harbour Investments
Wisconsin
$11K +$11K +700 New
TCWM
66
Total Clarity Wealth Management
Illinois
$11K +$11K +721 New
KFS
67
Kelly Financial Services
Massachusetts
$4.78K – – –
RAM
68
Riggs Asset Management
Pennsylvania
$4K -$2.03K -120 -34%
SWA
69
SOA Wealth Advisors
New York
$3K – – –
AF
70
Allworth Financial
California
$3K +$38 +2 +1%
TRCT
71
Tower Research Capital (TRC)
New York
$2K – – –
CWA
72
Clearview Wealth Advisors
Oregon
$2K – – –
SMC
73
Smith, Moore & Co
Missouri
– -$296K -18,225 Closed
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
– -$250K -15,478 Closed
SCM
75
Schnieders Capital Management
California
– -$163K -10,066 Closed
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