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 $59.2M invested in First Trust Energy Income and Growth Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$1.57M
2
WAM
2
Wolverine Asset Management
Illinois
$2.53M
3
CA
3
Cornerstone Advisors
North Carolina
$1.28M
4
LCM
4
Landscape Capital Management
New Jersey
$522K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$4.3M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$3.09M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.36M
3
UBS Group
3
UBS Group
Switzerland
$2.32M
4
GC
4
Guggenheim Capital
Illinois
$1.19M
5
RCA
5
Reitz Capital Advisors
Michigan
$440K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.35M 489,150 -7,948 -2%
CBA
2
Coastal Bridge Advisors
Connecticut
$4.31M 332,427 +1,577 +0.5%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$4.3M 331,424 +30,444 +10%
AAM
4
Advisors Asset Management
Colorado
$3.69M 284,221 +20,735 +8%
MML Investors Services
5
MML Investors Services
Massachusetts
$3.09M 237,804 -203,061 -46%
CA
6
Cetera Advisors
Colorado
$3.03M 233,563 +959 +0.4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.77M 213,760 -5,387 -2%
WAM
8
Wolverine Asset Management
Illinois
$2.53M 195,137 +117,055 +150%
UBS Group
9
UBS Group
Switzerland
$2.32M 178,704 -58,350 -25%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$2.1M 162,071 -12,075 -7%
LPL Financial
11
LPL Financial
California
$1.72M 132,363 +26,960 +26%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.58M 121,595 +4,271 +4%
SCM
13
Saba Capital Management
New York
$1.57M 121,141 +121,141 New
MAM
14
Mystic Asset Management
Rhode Island
$1.52M 116,936 +1,136 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.36M 104,986 -114,299 -52%
SFS
16
Sowell Financial Services
Arkansas
$1.35M 103,827 -1,361 -1%
CA
17
Cornerstone Advisors
North Carolina
$1.28M 98,919 +98,919 New
GC
18
Guggenheim Capital
Illinois
$1.19M 91,775 -53,623 -37%
AAS
19
Avantax Advisory Services
Texas
$1.15M 88,302 -24,542 -22%
Cohen & Steers
20
Cohen & Steers
New York
$1.11M 85,396 +22,503 +36%
KWM
21
Kingsview Wealth Management
Oregon
$966K 74,402 +235 +0.3%
Bank of America
22
Bank of America
North Carolina
$923K 71,086 +679 +1%
RPCONE
23
Retirement Planning Company of New England
Rhode Island
$775K 59,715 +302 +0.5%
LCM
24
Landscape Capital Management
New Jersey
$522K 40,249 +40,249 New
GAM
25
Garrison Asset Management
Arkansas
$522K 40,236 +59 +0.1%
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