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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70 hedge funds and large institutions have $77.6M invested in First Trust Energy Income and Growth Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
29
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$3.35M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.49M
3
BCM
3
Brasada Capital Management
Texas
$1.49M
4
IGWM
4
ICA Group Wealth Management
Colorado
$1.09M
5
RCA
5
Reitz Capital Advisors
Michigan
$1.04M

Top Sellers

1
CBA
1
Coastal Bridge Advisors
Connecticut
$5.76M
2
SFS
2
Sowell Financial Services
Arkansas
$0
3
LJAC
3
L.J. Altfest & Co
New York
$1.7M
4
GC
4
Guggenheim Capital
Illinois
$4.43M
5
SEA
5
Stegent Equity Advisors
Texas
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$8.8M 542,530 +19,481 +4%
AAM
2
Advisors Asset Management
Colorado
$6.03M 371,757 +8,112 +2%
CBA
3
Coastal Bridge Advisors
Connecticut
$5.76M 355,008 -121,451 -25%
Morgan Stanley
4
Morgan Stanley
New York
$4.71M 290,507 +42,328 +17%
GC
5
Guggenheim Capital
Illinois
$4.43M 273,410 -45,883 -14%
CA
6
Cetera Advisors
Colorado
$4.04M 248,811 +19,135 +8%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.69M 90,185 +11,379 +14%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.59M 221,346 +13,026 +6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.49M 215,269 +139,109 +183%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$3.47M 213,632 +2,299 +1%
UBS Group
11
UBS Group
Switzerland
$3.46M 213,482 -23,321 -10%
Ameriprise
12
Ameriprise
Minnesota
$3.35M 206,267 +143,698 +230%
MAM
13
Mystic Asset Management
Rhode Island
$1.7M 104,565 +6,425 +7%
LJAC
14
L.J. Altfest & Co
New York
$1.7M 104,491 -48,314 -32%
SEA
15
Stegent Equity Advisors
Texas
$1.65M 101,763 -24,119 -19%
BCM
16
Brasada Capital Management
Texas
$1.49M 91,829 +91,829 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.46M 90,237 +1,490 +2%
Bank of America
18
Bank of America
North Carolina
$1.28M 78,614 +8,362 +12%
KWM
19
Kingsview Wealth Management
Oregon
$1.24M 76,212 -2,896 -4%
IGWM
20
ICA Group Wealth Management
Colorado
$1.09M 66,959 +66,959 New
RCA
21
Reitz Capital Advisors
Michigan
$1.04M 63,971 +63,971 New
RPCONE
22
Retirement Planning Company of New England
Rhode Island
$917K 56,551 +391 +0.7%
LPL Financial
23
LPL Financial
California
$853K 52,565 -4,003 -7%
SPC
24
Sigma Planning Corp
Michigan
$750K 46,220 +7,549 +20%
GAM
25
Garrison Asset Management
Arkansas
$670K 41,331 +1,314 +3%
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