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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56 hedge funds and large institutions have $52.4M invested in First Trust Energy Income and Growth Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
56
Holders Change
-5
Holders Change %
-8.2%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
19
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.57M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$6.23M
3
GC
3
Guggenheim Capital
Illinois
$4.28M
4
CBA
4
Coastal Bridge Advisors
Connecticut
$7.17M
5
BF
5
BOK Financial
Oklahoma
$377K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$714K
2
Cohen & Steers
2
Cohen & Steers
New York
$219K
3
NFSG
3
Newbridge Financial Services Group
Florida
$0
4
Invesco
4
Invesco
Georgia
$814K
5
TB
5
Terril Brothers
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CBA
1
Coastal Bridge Advisors
Connecticut
$7.17M 528,784 +30,402 +6%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$6.23M 459,252 +35,990 +9%
AAM
3
Advisors Asset Management
Colorado
$4.41M 325,199 +17,008 +6%
GC
4
Guggenheim Capital
Illinois
$4.28M 315,738 +34,485 +12%
Morgan Stanley
5
Morgan Stanley
New York
$3.74M 275,605 +18,281 +7%
UBS Group
6
UBS Group
Switzerland
$3.2M 235,803 -1,443 -0.6%
CA
7
Cetera Advisors
Colorado
$2.71M 199,489 +21,271 +12%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.57M 189,707 +47,581 +33%
LJAC
9
L.J. Altfest & Co
New York
$1.98M 145,779 +27,057 +23%
SFS
10
Sowell Financial Services
Arkansas
$1.57M 116,004 -13,197 -10%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.34M 98,446 – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.19M 87,905 -3,263 -4%
KWM
13
Kingsview Wealth Management
Oregon
$1.13M 83,086 -952 -1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.05M 77,083 +3,904 +5%
Bank of America
15
Bank of America
North Carolina
$1.03M 76,266 -1,332 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$1M 74,048 +8,082 +12%
Invesco
17
Invesco
Georgia
$814K 60,018 -15,288 -20%
LPL Financial
18
LPL Financial
California
$714K 52,686 -118,755 -69%
GAM
19
Garrison Asset Management
Arkansas
$641K 47,240 -2,044 -4%
SPC
20
Sigma Planning Corp
Michigan
$512K 37,761 +234 +0.6%
RJA
21
Raymond James & Associates
Florida
$484K 35,679 +1,885 +6%
Truist Financial
22
Truist Financial
North Carolina
$457K 33,738 -186 -0.5%
BWA
23
BDO Wealth Advisors
Florida
$404K 29,765 -846 -3%
BF
24
BOK Financial
Oklahoma
$377K 27,786 +27,786 New
Wells Fargo
25
Wells Fargo
California
$335K 24,733 -11,690 -32%
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