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 $113M invested in First Trust Energy Income and Growth Fund in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-4
Holders Change %
-6.25%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
23
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$1.08M
2
AAM
Advisors Asset Management
Colorado
+$1.01M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$926K
4
Cohen & Steers
Cohen & Steers
New York
+$726K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$663K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$1.66M
2
TA
Tiedemann Advisors
New York
-$940K
3
ACM
Avalon Capital Management
California
-$875K
4
UBS Group
UBS Group
Switzerland
-$719K
5
EWA
Exencial Wealth Advisors
Oklahoma
-$716K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cohen & Steers
1
Cohen & Steers
New York
$13M +$726K +33,360 +6%
AAM
2
Advisors Asset Management
Colorado
$11.9M +$1.01M +42,618 +9%
Morgan Stanley
3
Morgan Stanley
New York
$8.86M +$148K +6,823 +2%
SIA
4
Sit Investment Associates
Minnesota
$8.08M -$1.66M -76,484 -17%
GC
5
Guggenheim Capital
Illinois
$8M +$1.08M +49,479 +16%
CBA
6
Coastal Bridge Advisors
Connecticut
$6.54M -$634K -29,136 -9%
TA
7
Tiedemann Advisors
New York
$5.68M -$940K -43,238 -14%
Wells Fargo
8
Wells Fargo
California
$4.93M +$265K +12,205 +6%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$4.89M +$926K +42,563 +23%
RAM
10
Riggs Asset Management
Pennsylvania
$4.28M +$36.6K +1,684 +0.9%
CRC
11
Curi RMB Capital
Illinois
$3.48M +$574K +26,415 +20%
BF
12
BOK Financial
Oklahoma
$3.4M +$43.2K +1,986 +1%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$2.82M +$663K +30,456 +31%
MBT
14
Monroe Bank & Trust
Michigan
$2.45M +$3.7K +170 +0.2%
LPL Financial
15
LPL Financial
California
$2.18M +$131K +6,044 +6%
UBS Group
16
UBS Group
Switzerland
$2.1M -$719K -33,051 -26%
GAM
17
Garrison Asset Management
Arkansas
$2.01M +$26.1K +1,202 +1%
Bank of America
18
Bank of America
North Carolina
$1.68M -$39.5K -1,815 -2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.67M +$10.1K +465 +0.6%
Invesco
20
Invesco
Georgia
$1.34M -$314K -14,457 -19%
CCB
21
Cutter & Co Brokerage
Missouri
$1.29M +$144K +6,621 +13%
EWM
22
Edge Wealth Management
New York
$1.07M -$54.4K -2,500 -5%
SI
23
Stephens Inc
Arkansas
$1.05M +$620K +28,483 +146%
KWA
24
KCS Wealth Advisory
California
$984K +$50.6K +2,327 +5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$972K +$3.96K +182 +0.4%
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