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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60 hedge funds and large institutions have $132M invested in First Trust Energy Income and Growth Fund in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 3 closing their positions.

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
2
Increased
27
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$12.8M
2
TA
2
Tiedemann Advisors
New York
$8.18M
3
AAM
3
Advisors Asset Management
Colorado
$12M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$4.43M
5
Bank of America
5
Bank of America
North Carolina
$1.92M

Top Sellers

1
TWMH
1
Tiedemann Wealth Management Holdings
New York
$0
2
ACM
2
Avalon Capital Management
California
$0
3
LPL Financial
3
LPL Financial
California
$1.94M
4
CBA
4
Coastal Bridge Advisors
Connecticut
$5.73M
5
AIM
5
Allen Investment Management
New York
$1.32M
Name Market Value Shares Shares
Change 		Shares
Change %
Cohen & Steers
1
Cohen & Steers
New York
$14.2M 557,706 +12,344 +2%
SIA
2
Sit Investment Associates
Minnesota
$12.8M 502,885 +89,763 +22%
AAM
3
Advisors Asset Management
Colorado
$12M 470,299 +43,954 +10%
Morgan Stanley
4
Morgan Stanley
New York
$11.2M 442,309 +7,462 +2%
TA
5
Tiedemann Advisors
New York
$8.18M 321,771 +84,767 +36%
GC
6
Guggenheim Capital
Illinois
$6.4M 251,641 -29,649 -11%
CBA
7
Coastal Bridge Advisors
Connecticut
$5.73M 225,405 -58,645 -21%
RAM
8
Riggs Asset Management
Pennsylvania
$5M 196,832 -14,956 -7%
Wells Fargo
9
Wells Fargo
California
$5M 196,566 +4,070 +2%
Invesco
10
Invesco
Georgia
$4.98M 195,742 -42,481 -18%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$4.43M 174,151 +39,630 +29%
JWM
12
Jacobus Wealth Management
Wisconsin
$3.97M 156,315 +1,585 +1%
BF
13
BOK Financial
Oklahoma
$3.85M 151,625 +20,585 +16%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$2.99M 117,789 -40,056 -25%
MBT
15
Monroe Bank & Trust
Michigan
$2.81M 110,399 +1,354 +1%
UBS Group
16
UBS Group
Switzerland
$2.47M 97,289 +1,534 +2%
GAM
17
Garrison Asset Management
Arkansas
$2.26M 89,005 -879 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.25M 88,566 +4,579 +5%
LPL Financial
19
LPL Financial
California
$1.94M 76,300 -67,624 -47%
Bank of America
20
Bank of America
North Carolina
$1.92M 75,538 +24,058 +47%
CCB
21
Cutter & Co Brokerage
Missouri
$1.59M 62,541 -1,668 -3%
HCIA
22
Hochman Cole Investment Advisors
Illinois
$1.58M 62,280 -2,938 -5%
AIM
23
Allen Investment Management
New York
$1.32M 52,091 -44,849 -46%
FFSOTS
24
Fiduciary Financial Services of The Southwest
Texas
$999K 39,282 +2,150 +6%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$990K 38,955 -3,450 -8%
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