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 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
21
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CRC
Curi RMB Capital
Illinois
+$3.54M
2
CBA
Coastal Bridge Advisors
Connecticut
+$2.47M
3
GC
Guggenheim Capital
Illinois
+$1.68M
4
EWM
Edge Wealth Management
New York
+$1.37M
5
Cohen & Steers
Cohen & Steers
New York
+$904K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$2.41M
2
Invesco
Invesco
Georgia
-$1.62M
3
AAM
Advisors Asset Management
Colorado
-$1.55M
4
PV
Private Vista
Illinois
-$1.35M
5
AIM
Allen Investment Management
New York
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cohen & Steers
1
Cohen & Steers
New York
$15M +$904K +34,106 +6%
AAM
2
Advisors Asset Management
Colorado
$12.1M -$1.55M -58,618 -11%
SIA
3
Sit Investment Associates
Minnesota
$11.9M -$2.41M -90,735 -17%
Morgan Stanley
4
Morgan Stanley
New York
$10.6M -$660K -24,896 -6%
CBA
5
Coastal Bridge Advisors
Connecticut
$8.92M +$2.47M +91,319 +38%
GC
6
Guggenheim Capital
Illinois
$8.44M +$1.68M +63,333 +25%
TA
7
Tiedemann Advisors
New York
$8.07M -$144K -5,420 -2%
Wells Fargo
8
Wells Fargo
California
$5.68M +$892K +33,648 +19%
RAM
9
Riggs Asset Management
Pennsylvania
$5.17M -$62.9K -2,374 -1%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$4.83M +$49.2K +1,857 +1%
BF
11
BOK Financial
Oklahoma
$4.09M -$39.9K -1,504 -1%
CRC
12
Curi RMB Capital
Illinois
$3.54M +$3.54M +133,595 New
UBS Group
13
UBS Group
Switzerland
$3.43M +$663K +25,016 +24%
MBT
14
Monroe Bank & Trust
Michigan
$2.99M +$8.09K +305 +0.3%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$2.62M -$599K -22,615 -19%
LPL Financial
16
LPL Financial
California
$2.5M +$289K +10,894 +13%
GAM
17
Garrison Asset Management
Arkansas
$2.41M +$57K +2,150 +2%
Bank of America
18
Bank of America
North Carolina
$2.1M +$26.6K +1,004 +1%
ACM
19
Avalon Capital Management
California
$2.07M +$479K +18,071 +30%
Invesco
20
Invesco
Georgia
$2.02M -$1.62M -61,268 -45%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.02M -$466K -17,587 -19%
CCB
22
Cutter & Co Brokerage
Missouri
$1.39M -$176K -6,630 -11%
HCIA
23
Hochman Cole Investment Advisors
Illinois
$1.38M -$235K -8,863 -15%
EWM
24
Edge Wealth Management
New York
$1.37M +$1.37M +51,720 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.18M +$86.7K +3,273 +8%
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