We are live on ! Find out more
FEN

First Trust Energy Income and Growth Fund
FEN

Delisted

FEN was delisted on the 3rd of May, 2024.

Back to rankings

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.

New
Increased
Maintained
Reduced
Closed
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

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
TT
1
Tiedemann Trust
Delaware
$17.3M +$17.4M +508,515 New
GC
2
Guggenheim Capital
Illinois
$15.9M +$16M +466,652 New
Morgan Stanley
3
Morgan Stanley
New York
$15.3M +$15.4M +450,360 New
Cohen & Steers
4
Cohen & Steers
New York
$11.8M +$11.9M +347,780 New
AAM
5
Advisors Asset Management
Colorado
$10.4M +$10.5M +306,498 New
Wells Fargo
6
Wells Fargo
California
$7.44M +$7.49M +218,843 New
JWM
7
Jacobus Wealth Management
Wisconsin
$7.11M +$7.16M +209,151 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.89M +$5.94M +173,497 New
LPL Financial
9
LPL Financial
California
$5.46M +$5.5M +160,790 New
B
10
Baird
Wisconsin
$5.2M +$5.24M +152,934 New
RCM
11
Rivernorth Capital Management
Florida
$5.16M +$5.2M +151,766 New
MBT
12
Monroe Bank & Trust
Michigan
$3.79M +$3.82M +111,557 New
CCB
13
Cutter & Co Brokerage
Missouri
$2.94M +$2.96M +86,463 New
Invesco
14
Invesco
Georgia
$2.86M +$2.89M +84,290 New
GAM
15
Garrison Asset Management
Arkansas
$2.84M +$2.86M +83,562 New
OC
16
Oppenheimer & Co
New York
$2.58M +$2.6M +75,972 New
PWP
17
Private Wealth Partners
California
$2.55M +$2.57M +75,069 New
HighTower Advisors
18
HighTower Advisors
Illinois
$2.18M +$2.2M +64,242 New
BFM
19
Boston Financial Management
Massachusetts
$2.12M +$2.14M +62,423 New
U
20
UBS
Switzerland
$1.8M +$1.81M +52,956 New
Bank of America
21
Bank of America
North Carolina
$1.77M +$1.78M +52,072 New
MCM
22
Murphy Capital Management
New Jersey
$1.57M +$1.59M +46,309 New
NES
23
New England Securities
New York
$1.56M +$1.57M +45,812 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.35M +$1.36M +39,618 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.23M +$1.24M +36,200 New
1
2

FEN Hedge Fund Activity: Q2 2013 in Review

47 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in First Trust Energy Income and Growth Fund (FEN) for Q2 2013, worth a combined $144M.

Buyers outnumbered sellers: 47 funds opened new FEN positions and 0 closed out — a net gain of 47 holders — while 0 added to existing stakes and 0 trimmed.

  • 47 institutional investors held First Trust Energy Income and Growth Fund (FEN) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $144M of First Trust Energy Income and Growth Fund stock for Q2 2013.
  • 47 funds opened new First Trust Energy Income and Growth Fund positions in Q2 2013 and 0 closed out, a net change of +47 holders.

Based on aggregated 13F filings for Q2 2013.