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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63 hedge funds and large institutions have $183M invested in First Trust Energy Income and Growth Fund in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 2 closing their positions.

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
21
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$16.7M
2
Bank of America
2
Bank of America
North Carolina
$3.46M
3
CA
3
Cornerstone Advisors
North Carolina
$2.14M
4
JWM
4
Jacobus Wealth Management
Wisconsin
$10M
5
RJA
5
Raymond James & Associates
Florida
$1.8M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$9.06M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.1M
3
OC
3
Oppenheimer & Co
New York
$0
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$240K
5
TT
5
Tiedemann Trust
Delaware
$14.6M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$25.3M 693,944 +12,842 +2%
Morgan Stanley
2
Morgan Stanley
New York
$20.1M 550,253 -72,047 -12%
AAM
3
Advisors Asset Management
Colorado
$19.2M 526,902 +15,049 +3%
Cohen & Steers
4
Cohen & Steers
New York
$16.7M 458,712 +43,437 +10%
TT
5
Tiedemann Trust
Delaware
$14.6M 400,348 -16,569 -4%
JWM
6
Jacobus Wealth Management
Wisconsin
$10M 273,975 +17,690 +7%
LPL Financial
7
LPL Financial
California
$9.06M 248,099 -83,451 -25%
Invesco
8
Invesco
Georgia
$7.91M 216,834 +9,977 +5%
Wells Fargo
9
Wells Fargo
California
$7.84M 214,811 -5,546 -3%
B
10
Baird
Wisconsin
$6.68M 183,077 +4,548 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.55M 152,142 +11,867 +8%
BFM
12
Boston Financial Management
Massachusetts
$4.45M 122,006 +7,175 +6%
MBT
13
Monroe Bank & Trust
Michigan
$3.77M 103,328 -2,629 -2%
Bank of America
14
Bank of America
North Carolina
$3.46M 94,692 +33,125 +54%
GAM
15
Garrison Asset Management
Arkansas
$3.18M 86,519 – –
CCB
16
Cutter & Co Brokerage
Missouri
$3.12M 85,365 -5,251 -6%
CA
17
Cornerstone Advisors
North Carolina
$2.14M 58,710 +20,574 +54%
RJA
18
Raymond James & Associates
Florida
$1.8M 49,257 +17,441 +55%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.59M 43,636 +1,801 +4%
MCM
20
Murphy Capital Management
New Jersey
$1.21M 33,251 -596 -2%
HighTower Advisors
21
HighTower Advisors
Illinois
$1.21M 33,071 -1,696 -5%
WEC
22
Winslow Evans & Crocker
Massachusetts
$1.15M 31,524 -1,288 -4%
ICAS
23
Investors Capital Advisory Services
Massachusetts
$1.08M 29,580 +1,540 +5%
RTS
24
Round Table Services
New Jersey
$1.01M 27,745 – –
PAG
25
Private Advisor Group
New Jersey
$893K 24,468 -9,654 -28%
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