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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69 hedge funds and large institutions have $50.3M invested in First Trust Energy Income and Growth Fund in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+7
Holders Change %
+11.29%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
27
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$2.57M
2
CA
Cornerstone Advisors
North Carolina
+$2.36M
3
LCM
Landscape Capital Management
New Jersey
+$758K
4
UBS Group
UBS Group
Switzerland
+$740K
5
CBA
Coastal Bridge Advisors
Connecticut
+$564K

Top Sellers

1
PAMG
Patton Albertson Miller Group
Tennessee
-$661K
2
RAM
Riggs Asset Management
Pennsylvania
-$646K
3
Wells Fargo
Wells Fargo
California
-$377K
4
GC
Guggenheim Capital
Illinois
-$261K
5
BF
BOK Financial
Oklahoma
-$251K
Name Holding Trade Value Shares
Change 		Shares
Change %
CBA
1
Coastal Bridge Advisors
Connecticut
$7.54M +$564K +52,140 +8%
Morgan Stanley
2
Morgan Stanley
New York
$4.53M +$487K +45,035 +12%
AAM
3
Advisors Asset Management
Colorado
$2.7M +$71.2K +6,582 +3%
RCM
4
Rivernorth Capital Management
Florida
$2.57M +$2.57M +237,038 New
GC
5
Guggenheim Capital
Illinois
$2.53M -$261K -24,166 -9%
Cohen & Steers
6
Cohen & Steers
New York
$2.5M +$105K +9,738 +4%
CA
7
Cornerstone Advisors
North Carolina
$2.36M +$2.36M +218,530 New
Osaic Holdings
8
Osaic Holdings
Arizona
$2.16M +$149K +13,734 +7%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.99M -$73.6K -6,800 -4%
LCM
10
Landscape Capital Management
New Jersey
$1.76M +$758K +70,033 +75%
UBS Group
11
UBS Group
Switzerland
$1.64M +$740K +68,415 +82%
SFS
12
Sowell Financial Services
Arkansas
$1.3M +$15.1K +1,396 +1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.12M +$429K +39,640 +62%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.05M +$448K +41,386 +74%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$936K +$18.7K +1,733 +2%
Bank of America
16
Bank of America
North Carolina
$849K +$200K +18,477 +31%
GAM
17
Garrison Asset Management
Arkansas
$846K -$1.72K -159 -0.2%
Wells Fargo
18
Wells Fargo
California
$786K -$377K -34,884 -32%
KWM
19
Kingsview Wealth Management
Oregon
$711K +$168K +15,508 +31%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$699K +$287K +26,510 +70%
LPL Financial
21
LPL Financial
California
$683K -$46.5K -4,295 -6%
RJA
22
Raymond James & Associates
Florida
$671K +$500K +46,186 +291%
FMC
23
First Merchants Corp
Indiana
$669K +$9.85K +911 +1%
BF
24
BOK Financial
Oklahoma
$642K -$251K -23,224 -28%
CRC
25
Curi RMB Capital
Illinois
$632K +$105K +9,713 +20%
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