First Trust Energy Income and Growth Fund
FEN
FEN was delisted on the 3rd of May, 2024.
72 hedge funds and large institutions have $78M invested in First Trust Energy Income and Growth Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
35% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 20
3% more funds holding
Funds holding: 70 → 72 (+2)
1% more capital invested
Capital invested by funds: $77.6M → $78M (+$479K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.68M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$1.66M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.47M |
| 4 |
LPL Financial
San Diego,
California
|
+$628K |
| 5 |
CBA
Coastal Bridge Advisors
Westport,
Connecticut
|
+$581K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.24M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$795K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$342K |
| 4 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$296K |
| 5 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
-$265K |
FEN Hedge Fund Activity: Q2 2022 in Review
72 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Energy Income and Growth Fund (FEN) for Q2 2022, worth a combined $78M — up 0.62% from $77.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FEN positions and 3 closed out — a net gain of 2 holders — while 27 added to existing stakes and 20 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.68M. The largest seller was Ameriprise, cutting an estimated $1.24M.
- 72 institutional investors held First Trust Energy Income and Growth Fund (FEN) as of Q2 2022, up from 70 in Q1 2022.
- Funds reported $78M of First Trust Energy Income and Growth Fund stock for Q2 2022, up 0.62% quarter-over-quarter.
- 5 funds opened new First Trust Energy Income and Growth Fund positions in Q2 2022 and 3 closed out, a net change of +2 holders.
- The largest First Trust Energy Income and Growth Fund buyer in Q2 2022 was Morgan Stanley, an estimated $1.68M added.
- The largest First Trust Energy Income and Growth Fund seller in Q2 2022 was Ameriprise, an estimated $1.24M sold.
Based on aggregated 13F filings for Q2 2022.