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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82 hedge funds and large institutions have $119M invested in First Trust Energy Income and Growth Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
11
Increased
21
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
Almitas Capital
California
+$4.67M
2
AIA
Absolute Investment Advisers
Florida
+$4.51M
3
Goldman Sachs
Goldman Sachs
New York
+$3.92M
4
YCM
Yakira Capital Management
Connecticut
+$3.46M
5
SF
Summit Financial
New Jersey
+$3.13M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$7.79M
2
MOS
MGO One Seven
Ohio
-$1.9M
3
KACA
Kayne Anderson Capital Advisors
California
-$947K
4
CCP
Clough Capital Partners
Massachusetts
-$945K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$725K
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
1
MGO One Seven
Ohio
$10.4M -$1.9M -116,374 -15%
Baird Financial Group
2
Baird Financial Group
Wisconsin
$8.84M -$6.88K -421 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$8.45M -$7.79M -476,506 -48%
AAM
4
Advisors Asset Management
Colorado
$8.42M +$29K +1,776 +0.3%
Goldman Sachs
5
Goldman Sachs
New York
$7.29M +$3.92M +239,681 +116%
AC
6
Almitas Capital
California
$6.33M +$4.67M +285,726 +281%
SCM
7
Saba Capital Management
New York
$6.32M – – –
AIA
8
Absolute Investment Advisers
Florida
$4.51M +$4.51M +275,719 New
Cohen & Steers
9
Cohen & Steers
New York
$4.42M +$269K +16,433 +6%
CBA
10
Coastal Bridge Advisors
Connecticut
$3.5M -$615K -37,636 -15%
YCM
11
Yakira Capital Management
Connecticut
$3.46M +$3.46M +211,683 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.27M -$725K -44,366 -18%
SF
13
Summit Financial
New Jersey
$3.13M +$3.13M +191,776 New
HHGC
14
Hunting Hill Global Capital
New York
$3.07M – – –
Bank of America
15
Bank of America
North Carolina
$2.63M +$164K +10,013 +7%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.18M +$169K +10,369 +8%
WAM
17
Wolverine Asset Management
Illinois
$2.16M -$284K -17,365 -12%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.08M +$394K +24,114 +23%
UBS Group
19
UBS Group
Switzerland
$2.05M -$321K -19,662 -14%
MAM
20
Mystic Asset Management
Rhode Island
$1.94M -$17.8K -1,090 -0.9%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.82M +$785K +48,060 +76%
SFS
22
Sowell Financial Services
Arkansas
$1.72M -$21.9K -1,338 -1%
QL
23
Quarry LP
New York
$1.62M +$1.33M +81,304 +450%
AAS
24
Avantax Advisory Services
Texas
$1.59M -$29.4K -1,797 -2%
CA
25
Cornerstone Advisors
North Carolina
$1.52M -$430K -26,300 -22%
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