First Trust Energy Income and Growth Fund
FEN
FEN was delisted on the 3rd of May, 2024.
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.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
14% more funds holding
Funds holding: 56 → 64 (+8)
13% more capital invested
Capital invested by funds: $52.4M → $59.5M (+$7.02M)
5% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.59M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$898K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$578K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$541K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$425K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CBA
Coastal Bridge Advisors
Westport,
Connecticut
|
-$736K |
| 2 |
Morgan Stanley
New York
|
-$386K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$344K |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$323K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$317K |
FEN Hedge Fund Activity: Q4 2021 in Review
64 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Energy Income and Growth Fund (FEN) for Q4 2021, worth a combined $59.5M — up 13% from $52.4M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FEN positions and 6 closed out — a net gain of 9 holders — while 19 added to existing stakes and 20 trimmed.
The largest buyer was Baird Financial Group, adding an estimated $1.59M. The largest seller was Coastal Bridge Advisors, cutting an estimated $736K.
- 64 institutional investors held First Trust Energy Income and Growth Fund (FEN) as of Q4 2021, up from 56 in Q3 2021.
- Funds reported $59.5M of First Trust Energy Income and Growth Fund stock for Q4 2021, up 13% quarter-over-quarter.
- 15 funds opened new First Trust Energy Income and Growth Fund positions in Q4 2021 and 6 closed out, a net change of +9 holders.
- The largest First Trust Energy Income and Growth Fund buyer in Q4 2021 was Baird Financial Group, an estimated $1.59M added.
- The largest First Trust Energy Income and Growth Fund seller in Q4 2021 was Coastal Bridge Advisors, an estimated $736K sold.
Based on aggregated 13F filings for Q4 2021.