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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52 hedge funds and large institutions have $146M invested in First Trust Energy Income and Growth Fund in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
8
Increased
23
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.08M
3
TT
3
Tiedemann Trust
Delaware
$17.7M
4
AAM
4
Advisors Asset Management
Colorado
$13.6M
5
SG Americas Securities
5
SG Americas Securities
New York
$810K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
U
2
UBS
Switzerland
$657K
3
MCM
3
Murphy Capital Management
New Jersey
$1.2M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$1.87M
5
AA
5
Ancora Advisors
Ohio
$526K
Name Market Value Shares Shares
Change 		Shares
Change %
TT
1
Tiedemann Trust
Delaware
$17.7M 547,822 +30,816 +6%
Morgan Stanley
2
Morgan Stanley
New York
$16.2M 502,386 +47,242 +10%
GC
3
Guggenheim Capital
Illinois
$15.6M 483,033 +4,678 +1%
AAM
4
Advisors Asset Management
Colorado
$13.6M 420,041 +26,775 +7%
Cohen & Steers
5
Cohen & Steers
New York
$11.3M 350,182 +2,402 +0.7%
Wells Fargo
6
Wells Fargo
California
$10.1M 311,452 +6,003 +2%
JWM
7
Jacobus Wealth Management
Wisconsin
$7.43M 230,136 +13,550 +6%
LPL Financial
8
LPL Financial
California
$5.94M 184,035 +7,209 +4%
B
9
Baird
Wisconsin
$5.55M 171,905 +17,314 +11%
Invesco
10
Invesco
Georgia
$4.89M 151,618 +22,358 +17%
MBT
11
Monroe Bank & Trust
Michigan
$3.32M 102,950 -5,066 -5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.16M 98,009 -2,441 -2%
CCB
13
Cutter & Co Brokerage
Missouri
$2.82M 87,290 -1,097 -1%
GAM
14
Garrison Asset Management
Arkansas
$2.79M 86,328 +835 +1%
PWP
15
Private Wealth Partners
California
$2.36M 73,103 +34 +0%
BFM
16
Boston Financial Management
Massachusetts
$2.27M 70,167 +2,699 +4%
OC
17
Oppenheimer & Co
New York
$2.12M 65,534 -7,290 -10%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.87M 57,850 -8,745 -13%
Bank of America
19
Bank of America
North Carolina
$1.64M 50,774 -1,832 -3%
RJA
20
Raymond James & Associates
Florida
$1.56M 48,388 +13,404 +38%
NES
21
New England Securities
New York
$1.52M 47,058 +94 +0.2%
MCM
22
Murphy Capital Management
New Jersey
$1.2M 37,284 -9,264 -20%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.18M 36,472 -2,222 -6%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.08M 33,554 +33,554 New
WEC
25
Winslow Evans & Crocker
Massachusetts
$1.01M 31,201 +31,201 New
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