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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78 hedge funds and large institutions have $98.2M invested in First Trust Energy Income and Growth Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
18
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MOS
1
MGO One Seven
Ohio
$10.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$14.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.99M
4
HHGC
4
Hunting Hill Global Capital
New York
$2.72M
5
AC
5
Almitas Capital
California
$1.47M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.5M
2
CBA
2
Coastal Bridge Advisors
Connecticut
$3.64M
3
KACA
3
Kayne Anderson Capital Advisors
California
$947K
4
AAS
4
Avantax Advisory Services
Texas
$1.43M
5
SPC
5
Sigma Planning Corp
Michigan
$145K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$14.4M 993,354 +529,518 +114%
MOS
2
MGO One Seven
Ohio
$10.9M 751,115 +731,544 +3,738%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$7.84M 541,607 -1,628 -0.3%
AAM
4
Advisors Asset Management
Colorado
$7.44M 513,622 +40,029 +8%
SCM
5
Saba Capital Management
New York
$5.6M 386,478 -5,155 -1%
Cohen & Steers
6
Cohen & Steers
New York
$3.68M 253,925 +77,000 +44%
CBA
7
Coastal Bridge Advisors
Connecticut
$3.64M 251,712 -68,205 -21%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.54M 244,425 +8,223 +3%
Goldman Sachs
9
Goldman Sachs
New York
$2.99M 206,323 +206,323 New
HHGC
10
Hunting Hill Global Capital
New York
$2.72M 188,104 +188,104 New
Bank of America
11
Bank of America
North Carolina
$2.19M 151,196 +87,913 +139%
WAM
12
Wolverine Asset Management
Illinois
$2.17M 149,518 +21,249 +17%
UBS Group
13
UBS Group
Switzerland
$2.1M 145,083 -4,659 -3%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.78M 122,817 -4,863 -4%
MAM
15
Mystic Asset Management
Rhode Island
$1.74M 119,861 +3,990 +3%
CA
16
Cornerstone Advisors
North Carolina
$1.73M 119,495 +45,170 +61%
AA
17
AQR Arbitrage
Connecticut
$1.72M 118,550 -6,216 -5%
LPL Financial
18
LPL Financial
California
$1.68M 115,988 -7,598 -6%
SFS
19
Sowell Financial Services
Arkansas
$1.54M 106,416 -1,982 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.5M 103,286 -71,089 -41%
AC
21
Almitas Capital
California
$1.47M 101,846 +101,846 New
AAS
22
Avantax Advisory Services
Texas
$1.43M 98,821 -24,042 -20%
RPCONE
23
Retirement Planning Company of New England
Rhode Island
$957K 66,093 +4,508 +7%
KACA
24
Kayne Anderson Capital Advisors
California
$947K 65,400 -45,300 -41%
CCP
25
Clough Capital Partners
Massachusetts
$945K 65,248 +65,248 New
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