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 $56.2M invested in First Trust Energy Income and Growth Fund in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
23
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$4.47M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.06M
3
LPL Financial
3
LPL Financial
California
$2.49M
4
SMC
4
Smith, Moore & Co
Missouri
$370K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$6.14M

Top Sellers

1
CBA
1
Coastal Bridge Advisors
Connecticut
$7.23M
2
Cohen & Steers
2
Cohen & Steers
New York
$929K
3
KWM
3
Kingsview Wealth Management
Oregon
$1.24M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.73M
5
QC
5
Quantedge Capital
Singapore
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CBA
1
Coastal Bridge Advisors
Connecticut
$7.23M 498,382 -181,360 -27%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$6.14M 423,262 +24,938 +6%
AAM
3
Advisors Asset Management
Colorado
$4.47M 308,191 +51,843 +20%
GC
4
Guggenheim Capital
Illinois
$4.08M 281,253 +20,804 +8%
Morgan Stanley
5
Morgan Stanley
New York
$3.73M 257,324 -57,291 -18%
UBS Group
6
UBS Group
Switzerland
$3.44M 237,246 +19,989 +9%
CA
7
Cetera Advisors
Colorado
$2.58M 178,218 +11,220 +7%
LPL Financial
8
LPL Financial
California
$2.49M 171,441 +31,323 +22%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.06M 142,126 +35,605 +33%
SFS
10
Sowell Financial Services
Arkansas
$1.87M 129,201 -14,101 -10%
LJAC
11
L.J. Altfest & Co
New York
$1.72M 118,722 +17,360 +17%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$1.43M 98,446 -1,001 -1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.32M 91,168 +4,565 +5%
KWM
14
Kingsview Wealth Management
Oregon
$1.24M 84,038 -63,265 -43%
Bank of America
15
Bank of America
North Carolina
$1.13M 77,598 -2,002 -3%
Invesco
16
Invesco
Georgia
$1.09M 75,306 -66 -0.1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.06M 73,179 -138 -0.2%
Osaic Holdings
18
Osaic Holdings
Arizona
$957K 65,966 +6,637 +11%
Cohen & Steers
19
Cohen & Steers
New York
$929K 64,049 -80,250 -56%
GAM
20
Garrison Asset Management
Arkansas
$715K 49,284 +956 +2%
SPC
21
Sigma Planning Corp
Michigan
$544K 37,527 +6,856 +22%
Wells Fargo
22
Wells Fargo
California
$528K 36,423 -3,656 -9%
Truist Financial
23
Truist Financial
North Carolina
$492K 33,924 -253 -0.7%
RJA
24
Raymond James & Associates
Florida
$490K 33,794 -370 -1%
BWA
25
BDO Wealth Advisors
Florida
$444K 30,611 -146 -0.5%
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