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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78 hedge funds and large institutions have $98.2M invested in First Trust Energy Income and Growth Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
18
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MOS
1
MGO One Seven
Ohio
$10.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$14.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.99M
4
HHGC
4
Hunting Hill Global Capital
New York
$2.72M
5
AC
5
Almitas Capital
California
$1.47M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.5M
2
CBA
2
Coastal Bridge Advisors
Connecticut
$3.64M
3
KACA
3
Kayne Anderson Capital Advisors
California
$947K
4
AAS
4
Avantax Advisory Services
Texas
$1.43M
5
SPC
5
Sigma Planning Corp
Michigan
$145K
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
51
Choreo LLC
Illinois
$182K +$182K +12,558 New
CA
52
Cornerstone Advisory
Maryland
$173K – – –
WPC
53
Wedmont Private Capital
Pennsylvania
$170K +$1.87K +127 +1%
CG
54
Clarus Group
Texas
$165K – – –
BW
55
Bison Wealth
Georgia
$151K -$8.04K -555 -5%
SPC
56
Sigma Planning Corp
Michigan
$145K -$255K -17,628 -64%
IA
57
IFP Advisors
Florida
$100K +$97.7K +6,748 +3,648%
Comerica Bank
58
Comerica Bank
Texas
$75.2K -$145 -10 -0.2%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$74.6K – – –
SPIA
60
Steward Partners Investment Advisory
New York
$61.8K – – –
BBPWM
61
Blue Bell Private Wealth Management
Pennsylvania
$42.4K +$42.4K +2,930 New
C
62
Covestor
United Kingdom
$39K +$39K +2,676 New
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$35K – – –
PB
64
Pinnacle Bancorp
Nebraska
$19.1K +$391 +27 +2%
NSIM
65
North Star Investment Management
Illinois
$14.5K – – –
BWM
66
Baystate Wealth Management
Massachusetts
$14.5K +$14.5K +1,000 New
NA
67
NewEdge Advisors
Louisiana
$14.1K +$14.1K +975 New
NS
68
NBC Securities
Alabama
$11K – – –
CTC
69
Central Trust Company
Missouri
$6.95K -$6.66K -460 -49%
SWA
70
SOA Wealth Advisors
New York
$3.23K – – –
RAM
71
Riggs Asset Management
Pennsylvania
$3.01K – – –
AF
72
Allworth Financial
California
$2.5K +$43 +3 +2%
TRCT
73
Tower Research Capital (TRC)
New York
$1.45K – – –
EWA
74
EverSource Wealth Advisors
Alabama
$1.45K – – –
CWM
75
Compass Wealth Management
Connecticut
$729 +$729 +50 New
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