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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
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$7.23M +$898K +63,797 +14%
CBA
2
Coastal Bridge Advisors
Connecticut
$6.58M -$736K -52,325 -10%
AAM
3
Advisors Asset Management
Colorado
$5.03M +$541K +38,446 +12%
GC
4
Guggenheim Capital
Illinois
$4.41M +$50K +3,555 +1%
Morgan Stanley
5
Morgan Stanley
New York
$3.43M -$386K -27,426 -10%
UBS Group
6
UBS Group
Switzerland
$3.27M +$14.1K +1,000 +0.4%
CA
7
Cetera Advisors
Colorado
$3.17M +$425K +30,187 +15%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$2.92M +$1.59M +112,887 +115%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.88M +$262K +18,613 +10%
LJAC
10
L.J. Altfest & Co
New York
$2.11M +$98.9K +7,026 +5%
SEA
11
Stegent Equity Advisors
Texas
$1.74M +$1.77M +125,882 New
MAM
12
Mystic Asset Management
Rhode Island
$1.36M +$1.38M +98,140 New
SFS
13
Sowell Financial Services
Arkansas
$1.29M -$323K -22,967 -20%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.23M +$11.8K +842 +1%
KWM
15
Kingsview Wealth Management
Oregon
$1.09M -$56K -3,978 -5%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.09M +$67K +4,758 +6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.05M -$13K -923 -1%
Bank of America
18
Bank of America
North Carolina
$971K -$84.6K -6,014 -8%
Ameriprise
19
Ameriprise
Minnesota
$864K +$578K +41,100 +191%
LPL Financial
20
LPL Financial
California
$782K +$54.6K +3,882 +7%
RPCONE
21
Retirement Planning Company of New England
Rhode Island
$776K +$790K +56,160 New
GAM
22
Garrison Asset Management
Arkansas
$553K -$102K -7,223 -15%
SPC
23
Sigma Planning Corp
Michigan
$534K +$12.8K +910 +2%
Invesco
24
Invesco
Georgia
$518K -$317K -22,554 -38%
Truist Financial
25
Truist Financial
North Carolina
$518K +$52.2K +3,711 +11%