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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71 hedge funds and large institutions have $67.7M invested in First Trust Energy Income and Growth Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$1.6M
2
WAM
2
Wolverine Asset Management
Illinois
$1.11M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.05M
4
Cohen & Steers
4
Cohen & Steers
New York
$892K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$736K

Top Sellers

1
LJAC
1
L.J. Altfest & Co
New York
$0
2
Ameriprise
2
Ameriprise
Minnesota
$392K
3
AAM
3
Advisors Asset Management
Colorado
$3.74M
4
GC
4
Guggenheim Capital
Illinois
$2.06M
5
CBA
5
Coastal Bridge Advisors
Connecticut
$4.69M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.05M 497,098 +77,270 +18%
MML Investors Services
2
MML Investors Services
Massachusetts
$6.26M 440,865 +19,019 +5%
CBA
3
Coastal Bridge Advisors
Connecticut
$4.69M 330,850 -20,630 -6%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.27M 300,980 -1,804 -0.6%
AAM
5
Advisors Asset Management
Colorado
$3.74M 263,486 -44,554 -14%
UBS Group
6
UBS Group
Switzerland
$3.36M 237,054 +12,854 +6%
CA
7
Cetera Advisors
Colorado
$3.3M 232,604 +3,881 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.11M 219,285 -13,340 -6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.11M 219,147 -8,437 -4%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$2.47M 174,146 +12,106 +7%
GC
11
Guggenheim Capital
Illinois
$2.06M 145,398 -44,297 -23%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.66M 117,324 +7,841 +7%
MAM
13
Mystic Asset Management
Rhode Island
$1.64M 115,800 +1,200 +1%
AAS
14
Avantax Advisory Services
Texas
$1.6M 112,844 +78,923 +233%
LPL Financial
15
LPL Financial
California
$1.5M 105,403 -12,033 -10%
SFS
16
Sowell Financial Services
Arkansas
$1.49M 105,188 -499 -0.5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.25M 88,119 +751 +0.9%
WAM
18
Wolverine Asset Management
Illinois
$1.11M 78,082 +78,082 New
KWM
19
Kingsview Wealth Management
Oregon
$1.05M 74,167 -847 -1%
SEA
20
Stegent Equity Advisors
Texas
$1.04M 73,000 -13,810 -16%
RCA
21
Reitz Capital Advisors
Michigan
$1.03M 72,443 -7,343 -9%
Bank of America
22
Bank of America
North Carolina
$999K 70,407 -1,220 -2%
Cohen & Steers
23
Cohen & Steers
New York
$892K 62,893 +62,893 New
RPCONE
24
Retirement Planning Company of New England
Rhode Island
$843K 59,413 -1,074 -2%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$736K 51,860 +51,860 New
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