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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82 hedge funds and large institutions have $119M invested in First Trust Energy Income and Growth Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
11
Increased
21
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
Almitas Capital
California
+$4.67M
2
AIA
Absolute Investment Advisers
Florida
+$4.51M
3
Goldman Sachs
Goldman Sachs
New York
+$3.92M
4
YCM
Yakira Capital Management
Connecticut
+$3.46M
5
SF
Summit Financial
New Jersey
+$3.13M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$7.79M
2
MOS
MGO One Seven
Ohio
-$1.9M
3
KACA
Kayne Anderson Capital Advisors
California
-$947K
4
CCP
Clough Capital Partners
Massachusetts
-$945K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$725K
Name Holding Trade Value Shares
Change 		Shares
Change %
TB
51
Terril Brothers
Missouri
$232K – – –
Invesco
52
Invesco
Georgia
$221K -$98 -6 -0%
CL
53
Choreo LLC
Illinois
$204K -$1.08K -66 -0.5%
BF
54
BOK Financial
Oklahoma
$195K -$43.7K -2,672 -18%
CA
55
Cornerstone Advisory
Maryland
$193K -$2.34K -143 -1%
WPC
56
Wedmont Private Capital
Pennsylvania
$192K +$2.13K +129 +1%
AAS
57
Ameritas Advisory Services
Nebraska
$189K +$189K +11,765 New
LWM
58
LongView Wealth Management
Georgia
$188K +$188K +11,500 New
CG
59
Clarus Group
Texas
$180K -$6.78K -415 -4%
BW
60
Bison Wealth
Georgia
$168K -$2.04K -125 -1%
IA
61
IFP Advisors
Florida
$155K +$41.9K +2,562 +37%
Comerica Bank
62
Comerica Bank
Texas
$84.8K – – –
SPIA
63
Steward Partners Investment Advisory
New York
$61.6K -$8.17K -500 -12%
SIA
64
Sit Investment Associates
Minnesota
$52K -$163K -10,000 -76%
C
65
Covestor
United Kingdom
$44K – – –
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$36K -$3.26K -200 -8%
NA
67
NewEdge Advisors
Louisiana
$28.8K +$12.8K +785 +81%
PB
68
Pinnacle Bancorp
Nebraska
$22K +$441 +27 +2%
NSIM
69
North Star Investment Management
Illinois
$16.3K – – –
NS
70
NBC Securities
Alabama
$12K – – –
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$10.6K -$73.5K -4,500 -87%
PGAM
72
Princeton Global Asset Management
New Jersey
$8.17K +$8.17K +500 New
BCMLT
73
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.17K +$8.17K +500 New
CTC
74
Central Trust Company
Missouri
$7.84K – – –
SWA
75
SOA Wealth Advisors
New York
$3.64K – – –
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