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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49 hedge funds and large institutions have $137M invested in First Trust Energy Income and Growth Fund in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
1.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
4
Increased
26
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$12.6M
2
Wells Fargo
2
Wells Fargo
California
$9.78M
3
Invesco
3
Invesco
Georgia
$4.14M
4
LPL Financial
4
LPL Financial
California
$5.78M
5
GC
5
Guggenheim Capital
Illinois
$15.3M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$730K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.21M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$451K
4
U
4
UBS
Switzerland
$974K
5
HHAM
5
HITE Hedge Asset Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TT
1
Tiedemann Trust
Delaware
$16.5M 517,006 +8,491 +2%
GC
2
Guggenheim Capital
Illinois
$15.3M 478,355 +11,703 +3%
Morgan Stanley
3
Morgan Stanley
New York
$14.6M 455,144 +4,784 +1%
AAM
4
Advisors Asset Management
Colorado
$12.6M 393,266 +86,768 +28%
Cohen & Steers
5
Cohen & Steers
New York
$11.1M 347,780 – –
Wells Fargo
6
Wells Fargo
California
$9.78M 305,449 +86,606 +40%
JWM
7
Jacobus Wealth Management
Wisconsin
$6.93M 216,586 +7,435 +4%
LPL Financial
8
LPL Financial
California
$5.78M 176,826 +16,036 +10%
B
9
Baird
Wisconsin
$4.95M 154,591 +1,657 +1%
Invesco
10
Invesco
Georgia
$4.14M 129,260 +44,970 +53%
MBT
11
Monroe Bank & Trust
Michigan
$3.46M 108,016 -3,541 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.21M 100,450 -73,047 -42%
CCB
13
Cutter & Co Brokerage
Missouri
$2.83M 88,387 +1,924 +2%
GAM
14
Garrison Asset Management
Arkansas
$2.74M 85,493 +1,931 +2%
PWP
15
Private Wealth Partners
California
$2.34M 73,069 -2,000 -3%
OC
16
Oppenheimer & Co
New York
$2.33M 72,824 -3,148 -4%
BFM
17
Boston Financial Management
Massachusetts
$2.16M 67,468 +5,045 +8%
HighTower Advisors
18
HighTower Advisors
Illinois
$2.13M 66,595 +2,353 +4%
Bank of America
19
Bank of America
North Carolina
$1.68M 52,606 +534 +1%
NES
20
New England Securities
New York
$1.5M 46,964 +1,152 +3%
MCM
21
Murphy Capital Management
New Jersey
$1.49M 46,548 +239 +0.5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.24M 38,694 +2,494 +7%
RJA
23
Raymond James & Associates
Florida
$1.12M 34,984 +7,638 +28%
U
24
UBS
Switzerland
$974K 30,417 -22,539 -43%
AA
25
Ancora Advisors
Ohio
$791K 24,710 -197 -0.8%
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