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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64 hedge funds and large institutions have $55.3M invested in First Trust Energy Income and Growth Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
23
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.33M
2
LJAC
2
L.J. Altfest & Co
New York
$1.36M
3
LPL Financial
3
LPL Financial
California
$1.88M
4
UBS Group
4
UBS Group
Switzerland
$2.91M
5
SFS
5
Sowell Financial Services
Arkansas
$2.01M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
QC
2
Quantedge Capital
Singapore
$691K
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$1.93M
5
OFG
5
OTA Financial Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CBA
1
Coastal Bridge Advisors
Connecticut
$9.1M 679,742 -23,652 -3%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$5.33M 398,324 +396,375 +20,337%
Morgan Stanley
3
Morgan Stanley
New York
$4.21M 314,615 -38,769 -11%
GC
4
Guggenheim Capital
Illinois
$3.49M 260,449 +26,069 +11%
AAM
5
Advisors Asset Management
Colorado
$3.43M 256,348 +7,885 +3%
UBS Group
6
UBS Group
Switzerland
$2.91M 217,257 +50,409 +30%
CA
7
Cetera Advisors
Colorado
$2.24M 166,998 +13,032 +8%
SFS
8
Sowell Financial Services
Arkansas
$2.01M 143,302 +30,355 +27%
KWM
9
Kingsview Wealth Management
Oregon
$2M 147,303 +19,924 +16%
Cohen & Steers
10
Cohen & Steers
New York
$1.93M 144,299 -87,083 -38%
LPL Financial
11
LPL Financial
California
$1.88M 140,118 +80,952 +137%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.43M 106,521 +6,829 +7%
LJAC
13
L.J. Altfest & Co
New York
$1.36M 101,362 +101,362 New
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.33M 99,447 +499 +0.5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.16M 86,603 +759 +0.9%
Bank of America
16
Bank of America
North Carolina
$1.07M 79,600 -682 -0.8%
Invesco
17
Invesco
Georgia
$1.01M 75,372 +7,875 +12%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$982K 73,317 -28,845 -28%
Osaic Holdings
19
Osaic Holdings
Arizona
$793K 59,329 +25,001 +73%
QC
20
Quantedge Capital
Singapore
$691K 51,581 -171,591 -77%
GAM
21
Garrison Asset Management
Arkansas
$647K 48,328 -535 -1%
Wells Fargo
22
Wells Fargo
California
$536K 40,079 -5,668 -12%
BF
23
BOK Financial
Oklahoma
$474K 35,448 -4,276 -11%
AA
24
AQR Arbitrage
Connecticut
$465K 34,710 -56,350 -62%
Truist Financial
25
Truist Financial
North Carolina
$457K 34,177 -1,004 -3%
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