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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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.

Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
27
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.32M
2
SFS
2
Sowell Financial Services
Arkansas
$1.67M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$4.88M
4
LPL Financial
4
LPL Financial
California
$1.47M
5
CBA
5
Coastal Bridge Advisors
Connecticut
$6.24M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.03M
2
GC
2
Guggenheim Capital
Illinois
$3.55M
3
AAM
3
Advisors Asset Management
Colorado
$5.57M
4
SMC
4
Smith, Moore & Co
Missouri
$0
5
IGWM
5
ICA Group Wealth Management
Colorado
$787K
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$8.88M 557,597 +15,067 +3%
Morgan Stanley
2
Morgan Stanley
New York
$6.32M 397,059 +106,552 +37%
CBA
3
Coastal Bridge Advisors
Connecticut
$6.24M 391,829 +36,821 +10%
AAM
4
Advisors Asset Management
Colorado
$5.57M 350,090 -21,667 -6%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$4.88M 306,608 +92,976 +44%
CA
6
Cetera Advisors
Colorado
$3.88M 243,825 -4,986 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.6M 226,198 +10,929 +5%
GC
8
Guggenheim Capital
Illinois
$3.55M 222,997 -50,413 -18%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.51M 220,490 -856 -0.4%
UBS Group
10
UBS Group
Switzerland
$3.47M 217,956 +4,474 +2%
Ameriprise
11
Ameriprise
Minnesota
$2.03M 127,402 -78,865 -38%
BCM
12
Brasada Capital Management
Texas
$1.7M 106,956 +15,127 +16%
MAM
13
Mystic Asset Management
Rhode Island
$1.7M 106,775 +2,210 +2%
SFS
14
Sowell Financial Services
Arkansas
$1.67M 104,950 +104,950 New
LJAC
15
L.J. Altfest & Co
New York
$1.67M 104,586 +95 +0.1%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.64M 103,166 +12,981 +14%
LPL Financial
17
LPL Financial
California
$1.47M 92,359 +39,794 +76%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.42M 89,317 -920 -1%
SEA
19
Stegent Equity Advisors
Texas
$1.4M 87,704 -14,059 -14%
RCA
20
Reitz Capital Advisors
Michigan
$1.25M 78,521 +14,550 +23%
KWM
21
Kingsview Wealth Management
Oregon
$1.24M 77,984 +1,772 +2%
Bank of America
22
Bank of America
North Carolina
$1.14M 71,736 -6,878 -9%
SPC
23
Sigma Planning Corp
Michigan
$929K 58,340 +12,120 +26%
RPCONE
24
Retirement Planning Company of New England
Rhode Island
$928K 58,308 +1,757 +3%
IGWM
25
ICA Group Wealth Management
Colorado
$787K 50,148 -16,811 -25%
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