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First Trust Energy Income and Growth Fund (FEN) Institutional Ownership

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$15.78
-0.18 (-1.13%)
(As of 04/30/2024 ET)
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Institutional Ownership Changes (13F Filings) for First Trust Energy Income and Growth Fund (NYSEAMERICAN:FEN)

Number of
Institutional Buyers
(last 12 months)
16
Number of
Institutional Sellers
(last 12 months)
18
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FEN Institutional Buying and Selling by Quarter

First Trust Energy Income and Growth Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024Stegent Equity Advisors Inc.19,141$313K0.3%-28.5%0.000%
4/30/2024Private Advisor Group LLC49,260$805K0.0%+2.4%0.000%
4/30/2024Commonwealth Equity Services LLC54,093$884K0.0%+1.6%0.000%
4/25/2024 Summit Financial LLC191,776$3.13M0.2%N/A0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.200,059$3.27M0.0%-18.2%0.000%
4/16/2024 LongView Wealth Management11,500$188K0.1%N/A0.000%
1/17/2024 Reitz Capital Advisors LLC44,193$640K1.1%-7.5%0.000%
11/14/2023AQR Arbitrage LLC124,766$1.64M0.1%+92.9%0.000%
11/13/2023Retirement Planning Co of New England Inc.61,585$810K0.5%+2.1%0.000%
11/13/2023Mystic Asset Management Inc.115,871$1.52M0.9%-1.0%0.000%
11/9/2023Cornerstone Advisors LLC74,325$977K0.0%-33.1%0.000%
11/9/2023UBS Group AG149,742$1.97M0.0%+2.6%0.000%
11/3/2023Private Advisor Group LLC39,523$520K0.0%+3.5%0.000%
8/17/2023Coastal Bridge Advisors LLC315,884$4.40M1.1%-5.0%0.000%
8/15/2023Cohen & Steers Inc.137,827$1.92M0.0%+61.4%0.000%
8/11/2023Baird Financial Group Inc.439,166$6.12M0.0%+32.5%0.000%
8/11/2023Cornerstone Advisors LLC111,027$1.55M0.1%+12.2%0.000%
8/11/2023Landscape Capital Management L.L.C.20,018$279K0.0%-50.3%0.000%
8/11/2023Guggenheim Capital LLC42,903$598K0.0%-53.3%0.000%
8/10/2023Private Advisor Group LLC38,199$532K0.0%+2.6%0.000%
8/10/2023Cetera Advisors LLC232,384$3.24M0.1%-0.5%0.000%
8/7/2023Wolverine Asset Management LLC151,930$2.12M0.0%-22.1%0.000%
8/7/2023Stegent Equity Advisors Inc.30,129$420K0.5%-18.1%0.000%
8/3/2023Garrison Asset Management LLC42,664$606K0.3%+6.0%0.000%
8/2/2023Sigma Planning Corp26,830$374K0.0%-5.0%0.000%
8/1/2023Truist Financial Corp34,418$479K0.0%-6.6%0.000%
8/1/2023BDO Wealth Advisors LLC17,563$245K0.0%-8.3%0.000%
7/31/2023LPL Financial LLC122,770$1.71M0.0%-7.2%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.206,356$2.88M0.0%-3.5%0.000%
7/25/2023Ameritas Advisory Services LLC11,765$160K0.0%-30.7%0.000%
7/20/2023Cornerstone Advisory LLC11,943$166K0.0%N/A0.000%
7/20/2023Csenge Advisory Group14,801$206K0.0%-6.2%0.000%
7/17/2023 Reitz Capital Advisors LLC41,899$584K0.5%+23.7%0.000%
5/15/2023ICA Group Wealth Management LLC32,310$419K0.1%-4.5%0.000%
5/11/2023Elequin Securities LLC10,166$132K0.1%-10.1%0.000%
5/11/2023Guggenheim Capital LLC91,775$1.19M0.0%-36.9%0.000%
5/10/2023Private Advisor Group LLC37,239$483K0.0%N/A0.000%
5/10/2023Landscape Capital Management L.L.C.40,249$522K0.1%N/A0.000%
5/9/2023BDO Wealth Advisors LLC19,159$249K0.0%-15.2%0.000%
5/8/2023Wolverine Asset Management LLC195,137$2.53M0.0%+149.9%0.000%
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5/8/2023Sigma Planning Corp28,235$366K0.0%-7.0%0.000%
5/5/2023Truist Financial Corp36,867$479K0.0%-2.2%0.000%
5/1/2023Csenge Advisory Group15,773$205K0.0%-7.1%0.000%
5/1/2023 CWM LLC2,896$38K0.0%+183.6%0.000%
4/28/2023Avantax Advisory Services Inc.88,302$1.15M0.0%-21.7%0.000%
4/28/2023Ameritas Advisory Services LLC16,972$220K0.0%-40.1%0.000%
4/26/2023 Reitz Capital Advisors LLC33,863$440K0.4%-53.3%0.000%
4/21/2023Mystic Asset Management Inc.116,936$1.52M0.8%+1.0%0.000%
4/18/2023 Clarus Group Inc.11,405$148K0.1%-9.2%0.000%
4/18/2023Stegent Equity Advisors Inc.36,780$477K0.5%-49.6%0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.213,760$2.78M0.0%-2.5%0.000%
4/11/2023 UMB Bank n.a.13,521$176K0.0%-20.8%0.000%
2/14/2023Alpine Global Management LLC12,788$181K0.1%N/A0.000%
2/13/2023Advisors Asset Management Inc.263,486$3.74M0.1%-14.5%0.000%
2/13/2023Kingsview Wealth Management LLC74,167$1.05M0.0%-1.1%0.000%
2/10/2023Bison Wealth LLC10,976$155K0.0%-11.4%0.000%
2/10/2023Ameritas Advisory Services LLC28,330$402K0.0%+140.8%0.000%
2/10/2023Sit Investment Associates Inc.6,000$85K0.0%+100.0%0.000%
2/9/2023Elequin Securities LLC11,308$160K0.0%N/A0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.219,147$3.11M0.0%-3.7%0.000%
2/8/2023Coastal Bridge Advisors LLC330,850$4.70M1.3%-5.9%0.000%
2/8/2023UBS Group AG237,054$3.36M0.0%+5.7%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.21,582$306K0.0%+14.9%0.000%
2/7/2023Commonwealth Equity Services LLC88,119$1.25M0.0%+0.9%0.000%
2/7/2023Garrison Asset Management LLC40,177$570K0.4%-2.1%0.000%
2/7/2023LPL Financial LLC105,403$1.50M0.0%-10.2%0.000%
2/7/2023IFP Advisors Inc11,561$263K0.0%+99.1%0.000%
2/3/2023Retirement Planning Co of New England Inc.59,413$843K0.6%-1.8%0.000%
2/3/2023Mystic Asset Management Inc.115,800$1.64M0.9%+1.0%0.000%
2/3/2023Ellevest Inc.2,500$35K0.0%N/A0.000%
2/2/2023Stegent Equity Advisors Inc.73,000$1.04M1.2%-15.9%0.000%
2/2/2023 All Season Financial Advisors Inc.30,015$426K0.4%+3.0%0.000%
2/1/2023Wolverine Asset Management LLC78,082$1.11M0.0%N/A0.000%
1/27/2023BDO Wealth Advisors LLC22,580$320K0.0%-10.8%0.000%
1/24/2023Sigma Planning Corp30,356$431K0.0%-36.0%0.000%
1/18/2023Private Advisor Group LLC34,796$494K0.0%+5.0%0.000%
1/18/2023 Reitz Capital Advisors LLC72,443$1.03M1.0%-9.2%0.000%
11/16/2022Kingsview Wealth Management LLC75,014$1.11M0.1%-3.8%0.000%
11/15/2022Sowell Financial Services LLC105,687$1.57M0.2%+0.7%0.000%
11/15/2022Coastal Bridge Advisors LLC351,480$5.22M1.4%-10.3%0.000%
11/14/2022Guggenheim Capital LLC189,695$2.82M0.0%-14.9%0.000%
11/14/2022MML Investors Services LLC421,846$6.26M0.0%N/A0.000%
11/10/2022Sigma Planning Corp47,466$705K0.0%-18.6%0.000%
11/10/2022ICA Group Wealth Management LLC42,817$636K0.1%-14.6%0.000%
11/10/2022UBS Group AG224,200$3.33M0.0%+2.9%0.000%
11/10/2022 Clarus Group Inc.12,557$186K0.2%+8.7%0.000%
11/8/2022Advisors Asset Management Inc.308,040$4.57M0.1%-12.0%0.000%
11/8/2022IFP Advisors Inc5,808$137K0.0%+19.6%0.000%
11/2/2022BDO Wealth Advisors LLC25,305$376K0.0%-5.9%0.000%
11/2/2022Avantax Advisory Services Inc.33,921$504K0.0%N/A0.000%
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10/27/2022 Reitz Capital Advisors LLC79,786$1.19M1.1%+1.6%0.000%
10/27/2022 CWM LLC2,521$37K0.0%+146.9%0.000%
10/25/2022 Raymond James Financial Services Advisors Inc.227,584$3.38M0.0%+3.2%0.000%
10/21/2022 All Season Financial Advisors Inc.29,131$433K0.5%+4.4%0.000%
10/21/2022Stegent Equity Advisors Inc.86,810$1.29M1.9%-1.0%0.000%
10/19/2022Retirement Planning Co of New England Inc.60,487$898K0.6%+3.7%0.000%
10/19/2022CFO4Life Group LLC13,300$198K0.1%N/A0.000%
10/18/2022Mystic Asset Management Inc.114,600$1.70M1.1%+7.3%0.000%
10/14/2022Private Advisor Group LLC33,143$492K0.0%+51.2%0.000%
10/13/2022 UMB Bank n.a.17,073$254K0.0%+13.3%0.000%
(Data available from 1/1/2016 forward)

FEN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FEN shares?

During the previous two years, 54 institutional investors and hedge funds held shares of First Trust Energy Income and Growth Fund. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($8.88M), MML Investors Services LLC ($6.26M), Baird Financial Group Inc. ($6.12M), Coastal Bridge Advisors LLC ($4.40M), Advisors Asset Management Inc. ($3.74M), Advisor Group Holdings Inc. ($3.69M), and Raymond James Financial Services Advisors Inc. ($3.27M).Learn more on FEN's institutional investors.

Which institutional investors have been buying First Trust Energy Income and Growth Fund stock?

Of the 44 institutional investors that purchased First Trust Energy Income and Growth Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: MML Investors Services LLC ($421.85K), Baird Financial Group Inc. ($200.72K), Wolverine Asset Management LLC ($195.14K), Summit Financial LLC ($191.78K), Brasada Capital Management LP ($91.83K), Kingsview Wealth Management LLC ($77.98K), and Private Advisor Group LLC ($63.57K).

How much institutional buying is happening at First Trust Energy Income and Growth Fund?

Institutional investors have bought a total of 1,796,181 shares in the last 24 months. This purchase volume represents approximately $15.12M in transactions.

Which First Trust Energy Income and Growth Fund major shareholders have been selling company stock?

Of the 30 institutional investors that sold First Trust Energy Income and Growth Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Coastal Bridge Advisors LLC ($136.66K), Guggenheim Capital LLC ($135.80K), Advisors Asset Management Inc. ($108.27K), Raymond James Financial Services Advisors Inc. ($65.59K), Stegent Equity Advisors Inc. ($65.19K), Reitz Capital Advisors LLC ($49.52K), and Altfest L J & Co. Inc. ($48.31K).

How much institutional selling is happening at First Trust Energy Income and Growth Fund?

Institutional investors have sold a total of 855,898 shares in the last 24 months. This volume of shares sold represents approximately $4.37M in transactions.


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This page (NYSEAMERICAN:FEN) was last updated on 5/1/2024 by MarketBeat.com Staff

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