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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67 hedge funds and large institutions have $119M invested in First Trust Energy Income and Growth Fund in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+7
Holders Change %
+11.67%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
23
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$2M
2
PV
Private Vista
Illinois
+$1.17M
3
Bank of America
Bank of America
North Carolina
+$804K
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$536K
5
DA
Doliver Advisors
Texas
+$409K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$1.12M
2
TA
Tiedemann Advisors
New York
-$968K
3
ACM
Avalon Capital Management
California
-$820K
4
SI
Stephens Inc
Arkansas
-$634K
5
PAG
Private Advisor Group
New Jersey
-$578K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cohen & Steers
1
Cohen & Steers
New York
$13.4M -$397K -17,280 -3%
AAM
2
Advisors Asset Management
Colorado
$11.6M +$106K +4,602 +0.9%
Morgan Stanley
3
Morgan Stanley
New York
$8.95M -$396K -17,226 -4%
GC
4
Guggenheim Capital
Illinois
$8.49M +$40.3K +1,754 +0.5%
SIA
5
Sit Investment Associates
Minnesota
$7.4M -$1.12M -48,855 -13%
CBA
6
Coastal Bridge Advisors
Connecticut
$7.28M +$379K +16,517 +5%
Wells Fargo
7
Wells Fargo
California
$5.57M +$368K +16,020 +7%
TA
8
Tiedemann Advisors
New York
$5.03M -$968K -42,161 -16%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$4.89M – – –
RAM
10
Riggs Asset Management
Pennsylvania
$4.29M -$222K -9,660 -5%
CRC
11
Curi RMB Capital
Illinois
$3.6M -$74.3K -3,235 -2%
BF
12
BOK Financial
Oklahoma
$3.45M -$144K -6,265 -4%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$2.98M +$4.04K +176 +0.1%
MBT
14
Monroe Bank & Trust
Michigan
$2.65M +$59.1K +2,575 +2%
Bank of America
15
Bank of America
North Carolina
$2.58M +$804K +35,018 +45%
LPL Financial
16
LPL Financial
California
$2.45M +$147K +6,400 +6%
GAM
17
Garrison Asset Management
Arkansas
$2.21M +$92.5K +4,030 +4%
CWM
18
Cornerstone Wealth Management
Missouri
$2M +$2M +45,580 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.88M +$121K +5,279 +7%
UBS Group
20
UBS Group
Switzerland
$1.8M -$412K -17,935 -19%
Invesco
21
Invesco
Georgia
$1.22M -$202K -8,807 -14%
PV
22
Private Vista
Illinois
$1.17M +$1.17M +50,915 New
EWM
23
Edge Wealth Management
New York
$1.13M – – –
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.05M +$22.4K +974 +2%
CCB
25
Cutter & Co Brokerage
Missouri
$1.01M -$352K -15,314 -26%
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