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 $59.2M invested in First Trust Energy Income and Growth Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$1.57M
2
WAM
Wolverine Asset Management
Illinois
$2.53M
3
CA
Cornerstone Advisors
North Carolina
$1.28M
4
LCM
Landscape Capital Management
New Jersey
$522K
5
Baird Financial Group
Baird Financial Group
Wisconsin
$4.3M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
$3.09M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.36M
3
UBS Group
UBS Group
Switzerland
$2.32M
4
GC
Guggenheim Capital
Illinois
$1.19M
5
RCA
Reitz Capital Advisors
Michigan
$440K
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
51
Sheaff Brock Investment Advisors
Indiana
$130K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$79.8K – – –
Wells Fargo
53
Wells Fargo
California
$59.6K – – –
SPIA
54
Steward Partners Investment Advisory
New York
$55.4K – – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$38K +$24.6K +1,875 +184%
EI
56
Ellevest Inc
New York
$32.5K – – –
PB
57
Pinnacle Bancorp
Nebraska
$16K +$324 +25 +2%
NSIM
58
North Star Investment Management
Illinois
$13K +$13K +1,000 New
CTC
59
Central Trust Company
Missouri
$12.2K – – –
IA
60
IFP Advisors
Florida
$7.35K -$257K -11,240 -97%
RAM
61
Riggs Asset Management
Pennsylvania
$5.76K +$2.7K +208 +88%
HI
62
Harbour Investments
Wisconsin
$4.54K – – –
KFS
63
Kelly Financial Services
Massachusetts
$3.89K – – –
SWA
64
SOA Wealth Advisors
New York
$2.89K – – –
AF
65
Allworth Financial
California
$2.13K +$26 +2 +1%
CWA
66
Clearview Wealth Advisors
Oregon
$1.6K – – –
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$1.14K -$7 -503 -0.6%
TRCT
68
Tower Research Capital (TRC)
New York
$1K -$900 -90 -47%
RWPA
69
Richard W. Paul & Associates
Michigan
$26 – – –
ASFA
70
All Season Financial Advisors
Colorado
– -$426K -30,015 Closed
AGM
71
Alpine Global Management
New York
– -$181K -12,788 Closed
Stifel Financial
72
Stifel Financial
Missouri
– -$146K -10,293 Closed
GWM
73
Guardian Wealth Management
Illinois
– -$26.1K -1,837 Closed
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
– -$18K -1,292 Closed
CFB
75
Cullen/Frost Bankers
Texas
– -$10.9K -771 Closed
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