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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47 hedge funds and large institutions have $144M invested in First Trust Energy Income and Growth Fund in 2013 Q2 according to their latest regulatory filings, with 47 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
47
Holders Change
+47
Holders Change %
–
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.1%
New
47
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TT
1
Tiedemann Trust
Delaware
$17.3M
2
GC
2
Guggenheim Capital
Illinois
$15.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.3M
4
Cohen & Steers
4
Cohen & Steers
New York
$11.8M
5
AAM
5
Advisors Asset Management
Colorado
$10.4M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
TT
1
Tiedemann Trust
Delaware
$17.3M 508,515 +508,515 New
GC
2
Guggenheim Capital
Illinois
$15.9M 466,652 +466,652 New
Morgan Stanley
3
Morgan Stanley
New York
$15.3M 450,360 +450,360 New
Cohen & Steers
4
Cohen & Steers
New York
$11.8M 347,780 +347,780 New
AAM
5
Advisors Asset Management
Colorado
$10.4M 306,498 +306,498 New
Wells Fargo
6
Wells Fargo
California
$7.44M 218,843 +218,843 New
JWM
7
Jacobus Wealth Management
Wisconsin
$7.11M 209,151 +209,151 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.9M 173,497 +173,497 New
LPL Financial
9
LPL Financial
California
$5.46M 160,790 +160,790 New
B
10
Baird
Wisconsin
$5.2M 152,934 +152,934 New
RCM
11
Rivernorth Capital Management
Florida
$5.16M 151,766 +151,766 New
MBT
12
Monroe Bank & Trust
Michigan
$3.79M 111,557 +111,557 New
CCB
13
Cutter & Co Brokerage
Missouri
$2.94M 86,463 +86,463 New
Invesco
14
Invesco
Georgia
$2.86M 84,290 +84,290 New
GAM
15
Garrison Asset Management
Arkansas
$2.84M 83,562 +83,562 New
OC
16
Oppenheimer & Co
New York
$2.58M 75,972 +75,972 New
PWP
17
Private Wealth Partners
California
$2.55M 75,069 +75,069 New
HighTower Advisors
18
HighTower Advisors
Illinois
$2.18M 64,242 +64,242 New
BFM
19
Boston Financial Management
Massachusetts
$2.12M 62,423 +62,423 New
U
20
UBS
Switzerland
$1.8M 52,956 +52,956 New
Bank of America
21
Bank of America
North Carolina
$1.77M 52,072 +52,072 New
MCM
22
Murphy Capital Management
New Jersey
$1.57M 46,309 +46,309 New
NES
23
New England Securities
New York
$1.56M 45,812 +45,812 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.35M 39,618 +39,618 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.23M 36,200 +36,200 New
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