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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62 hedge funds and large institutions have $93.4M invested in First Trust Energy Income and Growth Fund in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-8
Holders Change %
-11.43%
% 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
10
Increased
15
Reduced
29
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECM
Evergreen Capital Management
Washington
+$3.05M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$1.94M
3
SI
Stephens Inc
Arkansas
+$1.54M
4
RVPG
Relative Value Partners Group
+$1.53M
5
CBA
Coastal Bridge Advisors
Connecticut
+$1.43M

Top Sellers

1
TA
Tiedemann Advisors
New York
-$2.54M
2
RAM
Riggs Asset Management
Pennsylvania
-$2.36M
3
CWM
Cornerstone Wealth Management
Missouri
-$2M
4
CRC
Curi RMB Capital
Illinois
-$1.25M
5
GC
Guggenheim Capital
Illinois
-$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cohen & Steers
1
Cohen & Steers
New York
$10.5M +$207K +11,081 +2%
CBA
2
Coastal Bridge Advisors
Connecticut
$10.2M +$1.43M +76,644 +16%
AAM
3
Advisors Asset Management
Colorado
$9.91M +$427K +22,791 +4%
GC
4
Guggenheim Capital
Illinois
$6.02M -$1.16M -61,841 -16%
Morgan Stanley
5
Morgan Stanley
New York
$5.93M -$445K -23,752 -7%
Wells Fargo
6
Wells Fargo
California
$4.99M +$462K +24,667 +10%
SIA
7
Sit Investment Associates
Minnesota
$3.27M -$1.02M -54,756 -24%
ECM
8
Evergreen Capital Management
Washington
$3.05M +$3.05M +162,860 New
Baird Financial Group
9
Baird Financial Group
Wisconsin
$2.83M +$307K +16,373 +12%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$2.75M -$748K -39,939 -21%
LPL Financial
11
LPL Financial
California
$2.52M +$213K +11,401 +9%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$1.94M +$1.94M +103,554 New
Bank of America
13
Bank of America
North Carolina
$1.92M -$96.9K -5,178 -5%
BF
14
BOK Financial
Oklahoma
$1.87M -$600K -32,024 -24%
CRC
15
Curi RMB Capital
Illinois
$1.71M -$1.25M -66,680 -42%
SFS
16
Sowell Financial Services
Arkansas
$1.63M +$36.9K +1,973 +2%
GAM
17
Garrison Asset Management
Arkansas
$1.56M -$136K -7,284 -8%
Ameriprise
18
Ameriprise
Minnesota
$1.56M +$837K +48,654 +116%
SI
19
Stephens Inc
Arkansas
$1.54M +$1.54M +82,367 New
RVPG
20
Relative Value Partners Group
$1.53M +$1.53M +81,816 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.45M +$625K +33,360 +76%
TA
22
Tiedemann Advisors
New York
$1.34M -$2.54M -135,643 -65%
MBT
23
Monroe Bank & Trust
Michigan
$1.22M -$663K -35,418 -35%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.21M -$338K -18,055 -22%
RAM
25
Riggs Asset Management
Pennsylvania
$1.14M -$2.36M -125,943 -67%
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