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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70 hedge funds and large institutions have $64.6M invested in First Trust Energy Income and Growth Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$6.07M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$6.12M
3
Cohen & Steers
3
Cohen & Steers
New York
$1.92M
4
AA
4
AQR Arbitrage
Connecticut
$901K
5
AAM
5
Advisors Asset Management
Colorado
$4.44M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$0
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$388K
3
GC
3
Guggenheim Capital
Illinois
$598K
4
WAM
4
Wolverine Asset Management
Illinois
$2.12M
5
UBS Group
5
UBS Group
Switzerland
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$143K +$1.03K +74 +0.7%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$85.7K – – –
Wells Fargo
53
Wells Fargo
California
$64K – – –
SPIA
54
Steward Partners Investment Advisory
New York
$59.5K – – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$34K -$6.86K -486 -17%
PB
56
Pinnacle Bancorp
Nebraska
$17.6K +$390 +28 +2%
PA
57
Parallel Advisors
California
$16.7K +$16.7K +1,202 New
NSIM
58
North Star Investment Management
Illinois
$13.9K – – –
CTC
59
Central Trust Company
Missouri
$13.1K – – –
FA
60
Fiduciary Alliance
South Carolina
$12.1K +$12.1K +866 New
KFS
61
Kelly Financial Services
Massachusetts
$4.18K – – –
SWA
62
SOA Wealth Advisors
New York
$3.1K – – –
RAM
63
Riggs Asset Management
Pennsylvania
$2.9K -$3.29K -236 -53%
IA
64
IFP Advisors
Florida
$2.58K -$1.89K -136 -42%
AF
65
Allworth Financial
California
$2.33K +$42 +3 +2%
TRCT
66
Tower Research Capital (TRC)
New York
$1.39K – – –
EWA
67
EverSource Wealth Advisors
Alabama
$1.39K +$1.39K +100 New
CWA
68
Clearview Wealth Advisors
Oregon
$1.29K -$433 -31 -25%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$321 +$321 +23 New
RWPA
70
Richard W. Paul & Associates
Michigan
$28 – – –
MML Investors Services
71
MML Investors Services
Massachusetts
– -$3.09M -237,804 Closed
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
– -$220K -16,947 Closed
EC
73
Elequin Capital
New York
– -$132K -10,166 Closed
SBIA
74
Sheaff Brock Investment Advisors
Indiana
– -$130K -10,000 Closed
EI
75
Ellevest Inc
New York
– -$32.5K -2,500 Closed
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