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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
$8.88M +$238K +15,067 +3%
Morgan Stanley
2
Morgan Stanley
New York
$6.32M +$1.68M +106,552 +37%
CBA
3
Coastal Bridge Advisors
Connecticut
$6.24M +$581K +36,821 +10%
AAM
4
Advisors Asset Management
Colorado
$5.57M -$342K -21,667 -6%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$4.88M +$1.47M +92,976 +44%
CA
6
Cetera Advisors
Colorado
$3.88M -$78.7K -4,986 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.6M +$172K +10,929 +5%
GC
8
Guggenheim Capital
Illinois
$3.55M -$795K -50,413 -18%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.51M -$13.5K -856 -0.4%
UBS Group
10
UBS Group
Switzerland
$3.47M +$70.6K +4,474 +2%
Ameriprise
11
Ameriprise
Minnesota
$2.03M -$1.24M -78,865 -38%
BCM
12
Brasada Capital Management
Texas
$1.7M +$239K +15,127 +16%
MAM
13
Mystic Asset Management
Rhode Island
$1.7M +$34.9K +2,210 +2%
SFS
14
Sowell Financial Services
Arkansas
$1.67M +$1.66M +104,950 New
LJAC
15
L.J. Altfest & Co
New York
$1.67M +$1.5K +95 +0.1%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.64M +$205K +12,981 +14%
LPL Financial
17
LPL Financial
California
$1.47M +$628K +39,794 +76%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.42M -$14.5K -920 -1%
SEA
19
Stegent Equity Advisors
Texas
$1.4M -$222K -14,059 -14%
RCA
20
Reitz Capital Advisors
Michigan
$1.25M +$230K +14,550 +23%
KWM
21
Kingsview Wealth Management
Oregon
$1.24M +$28K +1,772 +2%
Bank of America
22
Bank of America
North Carolina
$1.14M -$109K -6,878 -9%
SPC
23
Sigma Planning Corp
Michigan
$929K +$191K +12,120 +26%
RPCONE
24
Retirement Planning Company of New England
Rhode Island
$928K +$27.7K +1,757 +3%
IGWM
25
ICA Group Wealth Management
Colorado
$787K -$265K -16,811 -25%