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 $86.3M invested in First Trust Energy Income and Growth Fund in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+5
Holders Change %
+8.06%
% 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
11
Increased
21
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$764K
2
Morgan Stanley
Morgan Stanley
New York
+$745K
3
Bank of America
Bank of America
North Carolina
+$510K
4
TLP
Trinity Legacy Partners
Texas
+$471K
5
RAM
Riggs Asset Management
Pennsylvania
+$295K

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$3.38M
2
AAM
Advisors Asset Management
Colorado
-$1.91M
3
CBA
Coastal Bridge Advisors
Connecticut
-$1.04M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$1.02M
5
Wells Fargo
Wells Fargo
California
-$713K
Name Holding Trade Value Shares
Change 		Shares
Change %
CBA
1
Coastal Bridge Advisors
Connecticut
$12.4M -$1.04M -45,826 -8%
Morgan Stanley
2
Morgan Stanley
New York
$7.15M +$745K +32,942 +12%
AAM
3
Advisors Asset Management
Colorado
$7.07M -$1.91M -84,444 -21%
Wells Fargo
4
Wells Fargo
California
$5.92M -$713K -31,539 -11%
GC
5
Guggenheim Capital
Illinois
$5.81M -$644K -28,479 -10%
Cohen & Steers
6
Cohen & Steers
New York
$5.38M -$3.38M -149,574 -39%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$4.34M +$228K +10,102 +6%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$3.97M -$1.02M -44,974 -20%
Bank of America
9
Bank of America
North Carolina
$2.3M +$510K +22,568 +28%
LPL Financial
10
LPL Financial
California
$2.25M +$232K +10,268 +11%
SFS
11
Sowell Financial Services
Arkansas
$2.21M +$99.3K +4,392 +5%
SI
12
Stephens Inc
Arkansas
$2.11M +$266K +11,789 +14%
RAM
13
Riggs Asset Management
Pennsylvania
$1.84M +$295K +13,064 +19%
BF
14
BOK Financial
Oklahoma
$1.81M -$64.1K -2,835 -3%
GAM
15
Garrison Asset Management
Arkansas
$1.8M -$746 -33 -0%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.69M +$28.6K +1,266 +2%
PAMG
17
Patton Albertson Miller Group
Tennessee
$1.68M +$48.4K +2,140 +3%
FMC
18
First Merchants Corp
Indiana
$1.36M -$272K -12,048 -17%
CRC
19
Curi RMB Capital
Illinois
$1.36M -$431K -19,073 -24%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.28M -$72.3K -3,198 -5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.27M +$262K +11,610 +26%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$1.09M +$22K +973 +2%
TLP
23
Trinity Legacy Partners
Texas
$881K +$471K +21,091 +115%
Truist Financial
24
Truist Financial
North Carolina
$764K +$764K +33,770 New
SMC
25
Smith, Moore & Co
Missouri
$760K -$21.5K -950 -3%
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