FEN

First Trust Energy Income and Growth Fund

Delisted

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

71 hedge funds and large institutions have $67.7M invested in First Trust Energy Income and Growth Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
26
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
51
Sit Investment Associates
Minnesota
$85K 6,000 +3,000 +100%
Wells Fargo
52
Wells Fargo
California
$65.1K 4,591 -201 -4%
SPIA
53
Steward Partners Investment Advisory
New York
$60.6K 4,270
EI
54
Ellevest Inc
New York
$35.5K 2,500 +2,500 New
GWM
55
Guardian Wealth Management
Illinois
$26.1K 1,837 +8 +0.4%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$18K 1,292 +3 +0.2%
PB
57
Pinnacle Bancorp
Nebraska
$17K 1,211 +23 +2%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$14K 1,021 -1,500 -60%
CTC
59
Central Trust Company
Missouri
$13.3K 940
CFB
60
Cullen/Frost Bankers
Texas
$10.9K 771
HI
61
Harbour Investments
Wisconsin
$4.97K 350 -350 -50%
FA
62
Fiduciary Alliance
South Carolina
$4.54K 320 +320 New
KFS
63
Kelly Financial Services
Massachusetts
$4.26K 300
RAM
64
Riggs Asset Management
Pennsylvania
$3.35K 236
SWA
65
SOA Wealth Advisors
New York
$3.16K 223 +1 +0.5%
TRCT
66
Tower Research Capital (TRC)
New York
$3K 190 +90 +90%
AF
67
Allworth Financial
California
$2.3K 162 +3 +2%
NA
68
NewEdge Advisors
Louisiana
$1.85K 130 +130 New
CWA
69
Clearview Wealth Advisors
Oregon
$1.75K 123
PAG
70
Private Advisor Group
New Jersey
$494 34,796 +1,653 +5%
RWPA
71
Richard W. Paul & Associates
Michigan
$28 2 +2 New
LJAC
72
L.J. Altfest & Co
New York
-104,688 Closed
CG
73
CFO4Life Group
Texas
-13,300 Closed
DADC
74
D.A. Davidson & Co
Montana
-12,536 Closed
RJA
75
Raymond James & Associates
Florida
-10,804 Closed