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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61 hedge funds and large institutions have $149M invested in First Trust Energy Income and Growth Fund in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
6
Increased
25
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
1
Tiedemann Advisors
New York
$10.4M
2
TWMH
2
Tiedemann Wealth Management Holdings
New York
$7.41M
3
CCB
3
Cutter & Co Brokerage
Missouri
$2.25M
4
Morgan Stanley
4
Morgan Stanley
New York
$11.7M
5
Cohen & Steers
5
Cohen & Steers
New York
$14.2M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$7.55M
2
DA
2
Doliver Advisors
Texas
$0
3
SIA
3
Sit Investment Associates
Minnesota
$9.35M
4
AAM
4
Advisors Asset Management
Colorado
$10.9M
5
CBA
5
Coastal Bridge Advisors
Connecticut
$8.76M
Name Market Value Shares Shares
Change 		Shares
Change %
Cohen & Steers
1
Cohen & Steers
New York
$14.2M 525,592 +20,172 +4%
Morgan Stanley
2
Morgan Stanley
New York
$11.7M 433,698 +36,271 +9%
AAM
3
Advisors Asset Management
Colorado
$10.9M 401,047 -16,691 -4%
TA
4
Tiedemann Advisors
New York
$10.4M 391,177 +298,902 +324%
SIA
5
Sit Investment Associates
Minnesota
$9.35M 345,147 -18,475 -5%
CBA
6
Coastal Bridge Advisors
Connecticut
$8.76M 323,504 -14,254 -4%
Invesco
7
Invesco
Georgia
$8.36M 308,504 +18,789 +6%
GC
8
Guggenheim Capital
Illinois
$7.55M 278,854 -58,632 -17%
TWMH
9
Tiedemann Wealth Management Holdings
New York
$7.41M 273,355 +273,355 New
Wells Fargo
10
Wells Fargo
California
$5.8M 213,948 -11,476 -5%
RAM
11
Riggs Asset Management
Pennsylvania
$5.77M 213,049 +2,076 +1%
JWM
12
Jacobus Wealth Management
Wisconsin
$4.66M 171,880 +4,680 +3%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$3.85M 142,012 +19,324 +16%
ACM
14
Avalon Capital Management
California
$3.76M 138,895 -6,901 -5%
LPL Financial
15
LPL Financial
California
$2.94M 113,095 +14,618 +15%
BF
16
BOK Financial
Oklahoma
$2.66M 98,244 -1,480 -1%
AIM
17
Allen Investment Management
New York
$2.63M 96,940 – –
GAM
18
Garrison Asset Management
Arkansas
$2.45M 90,307 +423 +0.5%
CCB
19
Cutter & Co Brokerage
Missouri
$2.25M 83,126 +83,126 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$2.21M 81,662 +8,587 +12%
UBS Group
21
UBS Group
Switzerland
$2.14M 78,826 +795 +1%
MBT
22
Monroe Bank & Trust
Michigan
$1.76M 69,806 -1,338 -2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.62M 59,849 -574 -0.9%
HCIA
24
Hochman Cole Investment Advisors
Illinois
$1.6M 58,997 +3,869 +7%
CWM
25
Concert Wealth Management
California
$1.48M 54,463 -1,644 -3%
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