We are live on
!
Find out more
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 |
LCM
51
Liberty Capital Management
Birmingham,
Michigan
| $80K | – | – | – |
|
| 52 |
GWM
52
Geneos Wealth Management
Englewood,
Colorado
| $77K | -$14.9K | -600 | -16% |
|
| 53 |
AG
53
Advisor Group
Phoenix,
Arizona
| $66K | – | – | – |
|
| 54 |
54
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $60K | +$9.9K | +400 | +19% |
|
| 55 |
FIB
55
First Interstate Bank
Billings,
Montana
| $37K | – | – | – |
|
| 56 |
PFBT
56
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $13K | – | – | – |
|
| 57 |
IA
57
IFP Advisors
Tampa,
Florida
| $12K | – | – | – |
|
| 58 |
BTIS
58
BB&T Investment Services
Charlotte,
North Carolina
| $9K | – | – | – |
|
| 59 |
SPIA
59
Steward Partners Investment Advisory
New York
| $6K | – | – | – |
|
| 60 |
WAM
60
Wolverine Asset Management
Chicago,
Illinois
| $2K | +$2.5K | +101 | New |
|
| 61 |
BOIA
61
Bush ODonnell Investment Advisors
St Louis,
Missouri
| – | -$629K | -24,725 | Closed |
|
| 62 |
62
Creative Planning
Overland Park,
Kansas
| – | -$94K | -3,704 | Closed |
|
| 63 |
AC
63
Alexandria Capital
Arlington,
Virginia
| – | -$8K | -304 | Closed |
|