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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69 hedge funds and large institutions have $70.6M invested in First Trust Energy Income and Growth Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$6.26M
2
AAS
2
Avantax Advisory Services
Texas
$504K
3
LPL Financial
3
LPL Financial
California
$1.74M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.23M
5
CG
5
CFO4Life Group
Texas
$198K

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.41M
2
BCM
2
Brasada Capital Management
Texas
$0
3
AAM
3
Advisors Asset Management
Colorado
$4.57M
4
CBA
4
Coastal Bridge Advisors
Connecticut
$5.22M
5
GC
5
Guggenheim Capital
Illinois
$2.82M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
1
MML Investors Services
Massachusetts
$6.26M 421,846 +421,846 New
Morgan Stanley
2
Morgan Stanley
New York
$6.23M 419,828 +22,769 +6%
CBA
3
Coastal Bridge Advisors
Connecticut
$5.22M 351,480 -40,349 -10%
AAM
4
Advisors Asset Management
Colorado
$4.57M 308,040 -42,050 -12%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$4.5M 302,784 -3,824 -1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.45M 232,625 +6,427 +3%
CA
7
Cetera Advisors
Colorado
$3.4M 228,723 -15,102 -6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.38M 227,584 +7,094 +3%
UBS Group
9
UBS Group
Switzerland
$3.33M 224,200 +6,244 +3%
GC
10
Guggenheim Capital
Illinois
$2.82M 189,695 -33,302 -15%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$2.41M 162,040 -395,557 -71%
LPL Financial
12
LPL Financial
California
$1.74M 117,436 +25,077 +27%
MAM
13
Mystic Asset Management
Rhode Island
$1.7M 114,600 +7,825 +7%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.63M 109,483 +6,317 +6%
SFS
15
Sowell Financial Services
Arkansas
$1.57M 105,687 +737 +0.7%
LJAC
16
L.J. Altfest & Co
New York
$1.56M 104,688 +102 +0.1%
Ameriprise
17
Ameriprise
Minnesota
$1.53M 102,778 -24,624 -19%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.3M 87,368 -1,949 -2%
SEA
19
Stegent Equity Advisors
Texas
$1.29M 86,810 -894 -1%
RCA
20
Reitz Capital Advisors
Michigan
$1.19M 79,786 +1,265 +2%
KWM
21
Kingsview Wealth Management
Oregon
$1.11M 75,014 -2,970 -4%
Bank of America
22
Bank of America
North Carolina
$1.06M 71,627 -109 -0.2%
RPCONE
23
Retirement Planning Company of New England
Rhode Island
$898K 60,487 +2,179 +4%
SPC
24
Sigma Planning Corp
Michigan
$705K 47,466 -10,874 -19%
IGWM
25
ICA Group Wealth Management
Colorado
$636K 42,817 -7,331 -15%
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