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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64 hedge funds and large institutions have $138M invested in First Trust Energy Income and Growth Fund in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
25
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CBA
1
Coastal Bridge Advisors
Connecticut
$6.18M
2
TA
2
Tiedemann Advisors
New York
$4.08M
3
UB
3
UMB Bank
Missouri
$3.35M
4
TT
4
Tiedemann Trust
Delaware
$13.6M
5
UBS Group
5
UBS Group
Switzerland
$5.03M

Top Sellers

1
JWM
1
Jacobus Wealth Management
Wisconsin
$3.39M
2
GC
2
Guggenheim Capital
Illinois
$11.5M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$2.41M
4
BFM
4
Boston Financial Management
Massachusetts
$1.71M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.57M
Name Market Value Shares Shares
Change 		Shares
Change %
TT
1
Tiedemann Trust
Delaware
$13.6M 591,650 +134,694 +29%
GC
2
Guggenheim Capital
Illinois
$11.5M 499,557 -104,930 -17%
Morgan Stanley
3
Morgan Stanley
New York
$11.1M 481,876 +62,289 +15%
Cohen & Steers
4
Cohen & Steers
New York
$11M 480,188 +32,740 +7%
AAM
5
Advisors Asset Management
Colorado
$10.4M 451,340 +52,284 +13%
SIA
6
Sit Investment Associates
Minnesota
$8.61M 374,239 +44,941 +14%
Invesco
7
Invesco
Georgia
$6.39M 277,784 +8,123 +3%
CBA
8
Coastal Bridge Advisors
Connecticut
$6.18M 268,538 +268,538 New
UBS Group
9
UBS Group
Switzerland
$5.03M 218,808 +126,621 +137%
Wells Fargo
10
Wells Fargo
California
$4.61M 200,499 +15,052 +8%
LPL Financial
11
LPL Financial
California
$4.3M 184,589 +67,130 +57%
TA
12
Tiedemann Advisors
New York
$4.08M 254,287 +232,717 +1,079%
JWM
13
Jacobus Wealth Management
Wisconsin
$3.39M 147,165 -157,450 -52%
UB
14
UMB Bank
Missouri
$3.35M 145,660 +145,660 New
Baird Financial Group
15
Baird Financial Group
Wisconsin
$2.41M 104,866 -86,298 -45%
EM
16
EnTrustPermal Management
New York
$2.38M 103,388 +53,600 +108%
Bank of America
17
Bank of America
North Carolina
$2.31M 100,276 +21,154 +27%
GAM
18
Garrison Asset Management
Arkansas
$2.13M 92,513 -4,021 -4%
CCB
19
Cutter & Co Brokerage
Missouri
$1.85M 80,241 +2,276 +3%
BFM
20
Boston Financial Management
Massachusetts
$1.71M 74,348 -58,726 -44%
BF
21
BOK Financial
Oklahoma
$1.71M 74,245 +65,006 +704%
ACM
22
Avalon Capital Management
California
$1.58M 68,847 +68,847 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.57M 68,234 -46,218 -40%
RJA
24
Raymond James & Associates
Florida
$1.43M 62,066 -21,690 -26%
MBT
25
Monroe Bank & Trust
Michigan
$1.32M 57,438 -5,096 -8%
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