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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2 hedge funds and large institutions have $183K invested in First Trust Energy Income and Growth Fund in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2
Holders Change
-80
Holders Change %
-97.56%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
1
Reduced
1
Closed
78
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
IFP Advisors
Florida
+$15.3K

Top Sellers

1
MOS
MGO One Seven
Ohio
-$10.4M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$8.84M
3
Morgan Stanley
Morgan Stanley
New York
-$8.45M
4
AAM
Advisors Asset Management
Colorado
-$8.42M
5
Goldman Sachs
Goldman Sachs
New York
-$7.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
51
Invesco
Georgia
– -$221K -13,498 Closed
CL
52
Choreo LLC
Illinois
– -$204K -12,492 Closed
BF
53
BOK Financial
Oklahoma
– -$195K -11,890 Closed
CA
54
Cornerstone Advisory
Maryland
– -$193K -11,800 Closed
AAS
55
Ameritas Advisory Services
Nebraska
– -$189K -11,765 Closed
WPC
56
Wedmont Private Capital
Pennsylvania
– -$192K -11,644 Closed
LWM
57
LongView Wealth Management
Georgia
– -$188K -11,500 Closed
CG
58
Clarus Group
Texas
– -$180K -10,990 Closed
BW
59
Bison Wealth
Georgia
– -$168K -10,304 Closed
Comerica Bank
60
Comerica Bank
Texas
– -$84.8K -5,190 Closed
SPIA
61
Steward Partners Investment Advisory
New York
– -$61.6K -3,770 Closed
SIA
62
Sit Investment Associates
Minnesota
– -$52K -3,200 Closed
C
63
Covestor
United Kingdom
– -$44K -2,676 Closed
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
– -$36K -2,210 Closed
NA
65
NewEdge Advisors
Louisiana
– -$28.8K -1,760 Closed
PB
66
Pinnacle Bancorp
Nebraska
– -$22K -1,344 Closed
NSIM
67
North Star Investment Management
Illinois
– -$16.3K -1,000 Closed
NS
68
NBC Securities
Alabama
– -$12K -780 Closed
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
– -$10.6K -650 Closed
PGAM
70
Princeton Global Asset Management
New Jersey
– -$8.17K -500 Closed
BCMLT
71
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$8.17K -500 Closed
CTC
72
Central Trust Company
Missouri
– -$7.84K -480 Closed
SWA
73
SOA Wealth Advisors
New York
– -$3.64K -223 Closed
RAM
74
Riggs Asset Management
Pennsylvania
– -$3.4K -208 Closed
Wells Fargo
75
Wells Fargo
California
– -$3.27K -200 Closed
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