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 $59.5M invested in First Trust Energy Income and Growth Fund in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
64
Holders Change
+8
Holders Change %
+14.29%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
19
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEA
1
Stegent Equity Advisors
Texas
$1.74M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$2.92M
3
MAM
3
Mystic Asset Management
Rhode Island
$1.36M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$7.23M
5
RPCONE
5
Retirement Planning Company of New England
Rhode Island
$776K

Top Sellers

1
CBA
1
Coastal Bridge Advisors
Connecticut
$6.59M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.43M
3
RJA
3
Raymond James & Associates
Florida
$155K
4
SFS
4
Sowell Financial Services
Arkansas
$1.29M
5
Invesco
5
Invesco
Georgia
$518K
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$7.23M 523,049 +63,797 +14%
CBA
2
Coastal Bridge Advisors
Connecticut
$6.59M 476,459 -52,325 -10%
AAM
3
Advisors Asset Management
Colorado
$5.03M 363,645 +38,446 +12%
GC
4
Guggenheim Capital
Illinois
$4.41M 319,293 +3,555 +1%
Morgan Stanley
5
Morgan Stanley
New York
$3.43M 248,179 -27,426 -10%
UBS Group
6
UBS Group
Switzerland
$3.27M 236,803 +1,000 +0.4%
CA
7
Cetera Advisors
Colorado
$3.17M 229,676 +30,187 +15%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$2.92M 211,333 +112,887 +115%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.88M 208,320 +18,613 +10%
LJAC
10
L.J. Altfest & Co
New York
$2.11M 152,805 +7,026 +5%
SEA
11
Stegent Equity Advisors
Texas
$1.74M 125,882 +125,882 New
MAM
12
Mystic Asset Management
Rhode Island
$1.36M 98,140 +98,140 New
SFS
13
Sowell Financial Services
Arkansas
$1.29M 93,037 -22,967 -20%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.23M 88,747 +842 +1%
KWM
15
Kingsview Wealth Management
Oregon
$1.09M 79,108 -3,978 -5%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.09M 78,806 +4,758 +6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.05M 76,160 -923 -1%
Bank of America
18
Bank of America
North Carolina
$971K 70,252 -6,014 -8%
Ameriprise
19
Ameriprise
Minnesota
$864K 62,569 +41,100 +191%
LPL Financial
20
LPL Financial
California
$782K 56,568 +3,882 +7%
RPCONE
21
Retirement Planning Company of New England
Rhode Island
$776K 56,160 +56,160 New
GAM
22
Garrison Asset Management
Arkansas
$553K 40,017 -7,223 -15%
SPC
23
Sigma Planning Corp
Michigan
$534K 38,671 +910 +2%
Invesco
24
Invesco
Georgia
$518K 37,464 -22,554 -38%
Truist Financial
25
Truist Financial
North Carolina
$518K 37,449 +3,711 +11%
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