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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
EWM
26
Edge Wealth Management
New York
$692K +$395 +19 +0.1%
KMWM
27
Keudell/Morrison Wealth Management
Oregon
$601K +$574K +27,640 New
HCIA
28
Hochman Cole Investment Advisors
Illinois
$550K
RVPG
29
Relative Value Partners Group
$540K -$1.18M -56,977 -70%
UBS Group
30
UBS Group
Switzerland
$525K -$477K -22,973 -49%
SCM
31
Schnieders Capital Management
California
$515K
NCM
32
Next Capital Management
New York
$513K
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$446K +$208K +9,991 +95%
UB
34
UMB Bank
Missouri
$436K
Citigroup
35
Citigroup
New York
$375K -$8.72K -420 -2%
RJA
36
Raymond James & Associates
Florida
$349K -$12.2K -588 -4%
RBC
37
Roble Belko & Company
Pennsylvania
$343K
Invesco
38
Invesco
Georgia
$341K -$408K -19,624 -56%
CAM
39
Concorde Asset Management
Michigan
$290K +$272K +13,075 New
ACM
40
Arlington Capital Management
Illinois
$282K +$270K +12,985 New
SPC
41
Sigma Planning Corp
Michigan
$259K +$247K +11,912 New
SPIA
42
Steward Partners Investment Advisory
New York
$250K
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$232K +$3.18K +153 +1%
FFSOTS
44
Fiduciary Financial Services of The Southwest
Texas
$206K -$25.2K -1,215 -11%
NFG
45
Next Financial Group
Texas
$200K -$55.3K -2,663 -22%
NFH
46
NEXT Financial Holdings
Texas
$200K +$191K +9,205 New
QCIG
47
Quad-Cities Investment Group
Iowa
$199K -$7.15K -344 -4%
AG
48
Advisor Group
Arizona
$165K +$73.7K +3,549 +88%
MFW
49
Mosaic Family Wealth
Missouri
$76K
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$57K +$20K +962 +58%