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 $97.7M invested in First Trust Energy Income and Growth Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
21
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMG
Patton Albertson Miller Group
Tennessee
+$1.41M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$390K
3
CAN
Cetera Advisor Networks
California
+$202K
4
GC
Guggenheim Capital
Illinois
+$191K
5
MBT
Monroe Bank & Trust
Michigan
+$178K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$1.38M
2
AAM
Advisors Asset Management
Colorado
-$734K
3
RVPG
Relative Value Partners Group
-$540K
4
Cohen & Steers
Cohen & Steers
New York
-$467K
5
PV
Private Vista
Illinois
-$427K
Name Holding Trade Value Shares
Change 		Shares
Change %
CBA
1
Coastal Bridge Advisors
Connecticut
$16.1M -$25.9K -1,159 -0.2%
Cohen & Steers
2
Cohen & Steers
New York
$12.2M -$467K -20,923 -4%
AAM
3
Advisors Asset Management
Colorado
$10.5M -$734K -32,900 -7%
Wells Fargo
4
Wells Fargo
California
$7.25M -$51.3K -2,300 -0.7%
GC
5
Guggenheim Capital
Illinois
$6.48M +$191K +8,561 +3%
Morgan Stanley
6
Morgan Stanley
New York
$6.31M -$198K -8,893 -3%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$4.39M +$390K +17,460 +10%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$3.6M +$43.2K +1,935 +1%
Bank of America
9
Bank of America
North Carolina
$1.95M -$218K -9,769 -10%
LPL Financial
10
LPL Financial
California
$1.89M +$111K +4,977 +6%
MBT
11
Monroe Bank & Trust
Michigan
$1.86M +$178K +7,993 +11%
BF
12
BOK Financial
Oklahoma
$1.85M -$79.7K -3,571 -4%
SI
13
Stephens Inc
Arkansas
$1.84M -$18.6K -831 -1%
GAM
14
Garrison Asset Management
Arkansas
$1.81M -$61.6K -2,758 -3%
CRC
15
Curi RMB Capital
Illinois
$1.79M -$194K -8,705 -10%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.76M +$125K +5,615 +8%
PAMG
17
Patton Albertson Miller Group
Tennessee
$1.41M +$1.41M +66,541 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.38M +$58.2K +2,608 +4%
RAM
19
Riggs Asset Management
Pennsylvania
$1.32M -$35.5K -1,592 -3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.01M +$31.8K +1,425 +3%
Ameriprise
21
Ameriprise
Minnesota
$989K -$251K -11,235 -20%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$930K +$37.4K +1,673 +4%
SMC
23
Smith, Moore & Co
Missouri
$790K +$15.6K +700 +2%
EWM
24
Edge Wealth Management
New York
$692K -$15.3K -689 -2%
PV
25
Private Vista
Illinois
$610K -$427K -19,098 -41%
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