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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69 hedge funds and large institutions have $70.6M invested in First Trust Energy Income and Growth Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$6.26M
2
AAS
2
Avantax Advisory Services
Texas
$504K
3
LPL Financial
3
LPL Financial
California
$1.74M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.23M
5
CG
5
CFO4Life Group
Texas
$198K

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.41M
2
BCM
2
Brasada Capital Management
Texas
$0
3
AAM
3
Advisors Asset Management
Colorado
$4.57M
4
CBA
4
Coastal Bridge Advisors
Connecticut
$5.22M
5
GC
5
Guggenheim Capital
Illinois
$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$71K -$6.18K -417 -8%
SPIA
52
Steward Partners Investment Advisory
New York
$63K – – –
SIA
53
Sit Investment Associates
Minnesota
$45K – – –
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$37K +$22K +1,500 +147%
GWM
55
Guardian Wealth Management
Illinois
$27K +$118 +8 +0.4%
OC
56
Oakworth Capital
Alabama
$27K +$27K +1,802 New
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$25K – – –
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$19K -$12.8K -870 -40%
PB
59
Pinnacle Bancorp
Nebraska
$18K +$318 +21 +2%
CTC
60
Central Trust Company
Missouri
$14K – – –
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$13K – – –
CFB
62
Cullen/Frost Bankers
Texas
$11K – – –
HI
63
Harbour Investments
Wisconsin
$11K – – –
KFS
64
Kelly Financial Services
Massachusetts
$4.46K – – –
RAM
65
Riggs Asset Management
Pennsylvania
$4K – – –
SWA
66
SOA Wealth Advisors
New York
$3K – – –
CWA
67
Clearview Wealth Advisors
Oregon
$2K – – –
AF
68
Allworth Financial
California
$2K +$25 +2 +1%
TRCT
69
Tower Research Capital (TRC)
New York
$1K – – –
BCM
70
Brasada Capital Management
Texas
– -$1.7M -106,956 Closed
Invesco
71
Invesco
Georgia
– -$303K -19,060 Closed
CRC
72
Curi RMB Capital
Illinois
– -$210K -13,186 Closed
GWM
73
Geneos Wealth Management
Colorado
– -$43K -2,700 Closed
PFS
74
Prospera Financial Services
Texas
– -$32K -2,000 Closed
CJL
75
Cyrus J. Lawrence
New York
– -$21K -1,334 Closed
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