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FEN

First Trust Energy Income and Growth Fund

Delisted

FEN was delisted on the 3rd of May, 2024.

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$882K -$667K -33,122 -41%
PV
27
Private Vista
Illinois
$860K -$132K -6,536 -12%
SMC
28
Smith, Moore & Co
Missouri
$846K +$909K +45,186 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$840K -$72.4K -3,599 -7%
BFEC
30
Benjamin F. Edwards & Company
Missouri
$689K +$4.97K +247 +0.7%
Invesco
31
Invesco
Georgia
$661K -$317K -15,766 -31%
EWM
32
Edge Wealth Management
New York
$594K -$312K -15,481 -33%
HCIA
33
Hochman Cole Investment Advisors
Illinois
$474K -$142K -7,058 -22%
SCM
34
Schnieders Capital Management
California
$443K +$76K +3,775 +19%
NCM
35
Next Capital Management
New York
$442K +$475K +23,606 New
UB
36
UMB Bank
Missouri
$376K
Citigroup
37
Citigroup
New York
$331K -$27.8K -1,380 -7%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$327K -$26.6K -1,321 -7%
RJA
39
Raymond James & Associates
Florida
$312K -$158K -7,863 -32%
RBC
40
Roble Belko & Company
Pennsylvania
$295K -$39.4K -1,957 -11%
NFG
41
Next Financial Group
Texas
$222K +$86.4K +4,291 +57%
SPIA
42
Steward Partners Investment Advisory
New York
$215K +$216K +10,733 +1,399%
FFSOTS
43
Fiduciary Financial Services of The Southwest
Texas
$200K -$31.7K -1,575 -13%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$197K +$19.1K +948 +10%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$197K +$212K +10,532 New
QCIG
46
Quad-Cities Investment Group
Iowa
$179K +$22.6K +1,123 +13%
AIC
47
Ameritas Investment Company
Nebraska
$121K +$131K +6,486 New
FTI
48
Fiduciary Trust International
Massachusetts
$103K +$111K +5,500 New
AG
49
Advisor Group
Arizona
$75K -$23.1K -1,147 -22%
MFW
50
Mosaic Family Wealth
Missouri
$66K -$11.1K -550 -14%