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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61 hedge funds and large institutions have $100M invested in First Trust Energy Income and Growth Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
18
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CBA
Coastal Bridge Advisors
Connecticut
+$3.92M
2
Wells Fargo
Wells Fargo
California
+$1.32M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$702K
4
CAM
Concorde Asset Management
Michigan
+$290K
5
ACM
Arlington Capital Management
Illinois
+$282K

Top Sellers

1
ECM
Evergreen Capital Management
Washington
-$3.05M
2
SIA
Sit Investment Associates
Minnesota
-$2.4M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$1.94M
4
TA
Tiedemann Advisors
New York
-$1.34M
5
RVPG
Relative Value Partners Group
-$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBA
1
Coastal Bridge Advisors
Connecticut
$15.7M +$3.92M +180,140 +33%
Cohen & Steers
2
Cohen & Steers
New York
$12.4M +$156K +7,181 +1%
AAM
3
Advisors Asset Management
Colorado
$11M -$537K -24,720 -5%
Wells Fargo
4
Wells Fargo
California
$7.11M +$1.32M +60,514 +23%
Morgan Stanley
5
Morgan Stanley
New York
$6.34M -$542K -24,910 -8%
GC
6
Guggenheim Capital
Illinois
$6.13M -$867K -39,876 -12%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$3.89M +$702K +32,284 +22%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$3.46M +$172K +7,902 +5%
Bank of America
9
Bank of America
North Carolina
$2.11M -$123K -5,677 -6%
CRC
10
Curi RMB Capital
Illinois
$1.94M -$55K -2,530 -3%
SFS
11
Sowell Financial Services
Arkansas
$1.89M +$43 +2 +0%
BF
12
BOK Financial
Oklahoma
$1.88M -$292K -13,423 -13%
GAM
13
Garrison Asset Management
Arkansas
$1.82M +$9.16K +421 +0.5%
SI
14
Stephens Inc
Arkansas
$1.81M +$22.3K +1,026 +1%
LPL Financial
15
LPL Financial
California
$1.73M -$1.2M -55,179 -41%
MBT
16
Monroe Bank & Trust
Michigan
$1.64M +$223K +10,270 +16%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.59M -$90.9K -4,181 -5%
SIA
18
Sit Investment Associates
Minnesota
$1.4M -$2.4M -110,204 -63%
RAM
19
Riggs Asset Management
Pennsylvania
$1.32M -$6.54K -301 -0.5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.29M -$116K -5,320 -8%
Ameriprise
21
Ameriprise
Minnesota
$1.25M -$785K -34,852 -39%
PV
22
Private Vista
Illinois
$1.01M +$9.24K +425 +0.9%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$949K -$26.9K -1,239 -3%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$869K +$68.5K +3,152 +9%
SMC
25
Smith, Moore & Co
Missouri
$755K -$228K -10,471 -23%
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