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 $63.9M invested in First Trust Energy Income and Growth Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$6.23M
2
KACA
2
Kayne Anderson Capital Advisors
California
$1.46M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$7.14M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.29M
5
AA
5
AQR Arbitrage
Connecticut
$1.64M

Top Sellers

1
CA
1
Cetera Advisors
Colorado
$335K
2
SCM
2
Saba Capital Management
New York
$5.15M
3
CA
3
Cornerstone Advisors
North Carolina
$977K
4
QC
4
Quantedge Capital
Singapore
$139K
5
WAM
5
Wolverine Asset Management
Illinois
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
51
Bison Wealth
Georgia
$144K +$39 +3 +0%
QC
52
Quantedge Capital
Singapore
$139K -$369K -28,057 -73%
CAN
53
Cetera Advisor Networks
California
$136K +$920 +70 +0.7%
Comerica Bank
54
Comerica Bank
Texas
$68.4K +$68.4K +5,200 New
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$67.7K -$13.2K -1,000 -16%
SPIA
56
Steward Partners Investment Advisory
New York
$56.2K – – –
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$32K – – –
PB
58
Pinnacle Bancorp
Nebraska
$17K +$342 +26 +2%
NSIM
59
North Star Investment Management
Illinois
$13.2K – – –
CTC
60
Central Trust Company
Missouri
$12.4K – – –
NS
61
NBC Securities
Alabama
$10K +$10K +780 New
PA
62
Parallel Advisors
California
$7.9K -$7.9K -601 -50%
SWA
63
SOA Wealth Advisors
New York
$2.93K – – –
RAM
64
Riggs Asset Management
Pennsylvania
$2.74K – – –
EC
65
Elequin Capital
New York
$2.71K +$2.71K +206 New
IA
66
IFP Advisors
Florida
$2.43K – – –
AF
67
Allworth Financial
California
$2.24K +$39 +3 +2%
TRCT
68
Tower Research Capital (TRC)
New York
$1.32K – – –
EWA
69
EverSource Wealth Advisors
Alabama
$1.32K – – –
GRP
70
Global Retirement Partners
California
$510 +$510 +40 New
CTB
71
Country Trust Bank
Illinois
$105 +$105 +8 New
RWPA
72
Richard W. Paul & Associates
Michigan
$26 – – –
CAG
73
Csenge Advisory Group
Florida
– -$206K -14,801 Closed
FA
74
Fiduciary Alliance
South Carolina
– -$12.1K -866 Closed
KFS
75
Kelly Financial Services
Massachusetts
– -$4.18K -300 Closed
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