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FEN
First Trust Energy Income and Growth Fund
FEN
FEN
Delisted
FEN was delisted on the 3rd of May, 2024.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 51 |
ASN
51
Advisory Services Network
Atlanta,
Georgia
| $109K | +$110K | +4,047 | New |
|
| 52 |
52
Creative Planning
Overland Park,
Kansas
| $100K | – | – | – |
|
| 53 |
AG
53
Advisor Group
Phoenix,
Arizona
| $95K | +$5.42K | +200 | +6% |
|
| 54 |
LCM
54
Liberty Capital Management
Birmingham,
Michigan
| $92K | – | – | – |
|
| 55 |
GWM
55
Geneos Wealth Management
Englewood,
Colorado
| $81K | – | – | – |
|
| 56 |
56
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $55K | – | – | – |
|
| 57 |
FIB
57
First Interstate Bank
Billings,
Montana
| $40K | – | – | – |
|
| 58 |
IA
58
IFP Advisors
Tampa,
Florida
| $13K | -$6.77K | -250 | -33% |
|
| 59 |
BTIS
59
BB&T Investment Services
Charlotte,
North Carolina
| $10K | – | – | – |
|
| 60 |
AC
60
Alexandria Capital
Arlington,
Virginia
| $8K | +$81 | +3 | +1% |
|
| 61 |
SPIA
61
Steward Partners Investment Advisory
New York
| $7K | +$7.23K | +267 | New |
|
| 62 |
OFG
62
OTA Financial Group
Purchase,
New York
| – | -$294K | -11,105 | Closed |
|
| 63 |
63
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$46K | -1,750 | Closed |
|