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

$16.00

-0.03 (-0.19%)

(As of 05/3/2024)

Stock Analysis Chart Dividend Headlines Ownership Short Interest

Number of Institutional Buyers (last 12 months): 12

Number of Institutional Sellers (last 12 months): 18

Get FEN Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Energy Income and Growth Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

FEN Institutional Buying and Selling by Quarter

Ad DTI

Heard about the 72-Hour Profit Surge? Read this…

One of the most overlooked opportunities in the stock market is the 72-Hour Profit Surge... A short period of time where we can bet on a stock that is ALREADY “winning.” Let me give you a perfect example of how the Surge worked with Ross Stores. Back on November 16th, a little move was made that sent their stock soaring… The next day, my system would have alerted me that Ross Stores had entered the 72-Hour Profit Surge…

Click here now to get all the details.

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

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/24/2024	Cetera Advisors LLC	17,248	$282K	0.0%	-16.7%	0.000%
5/15/2024	BOKF NA	11,890	$195K	0.0%	-18.3%	0.000%
5/14/2024	Advisors Asset Management Inc.	515,398	$8.42M	0.2%	+0.3%	0.000%
5/10/2024	Cornerstone Advisors LLC	93,195	$1.52M	0.1%	-22.0%	0.000%
5/9/2024	Kingsview Wealth Management LLC	46,931	$767K	0.0%	-18.5%	0.000%
5/8/2024	Avantax Advisory Services Inc.	97,024	$1.59M	0.0%	-1.8%	0.000%
Get the Latest News and Ratings for FEN and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for First Trust Energy Income and Growth Fund and its competitors with MarketBeat's FREE daily newsletter.
5/7/2024	Retirement Planning Co of New England Inc.	57,041	$932K	0.5%	-13.7%	0.000%
5/7/2024	Mystic Asset Management Inc.	118,771	$1.94M	0.8%	-0.9%	0.000%
5/1/2024	Stegent Equity Advisors Inc.	19,141	$313K	0.3%	-28.5%	0.000%
4/30/2024	Private Advisor Group LLC	49,260	$805K	0.0%	+2.4%	0.000%
4/30/2024	Commonwealth Equity Services LLC	54,093	$884K	0.0%	+1.6%	0.000%
4/25/2024	Summit Financial LLC	191,776	$3.13M	0.2%	N/A	0.000%
4/23/2024	Raymond James Financial Services Advisors Inc.	200,059	$3.27M	0.0%	-18.2%	0.000%
4/16/2024	LongView Wealth Management	11,500	$188K	0.1%	N/A	0.000%
1/17/2024	Reitz Capital Advisors LLC	44,193	$640K	1.1%	-7.5%	0.000%
11/14/2023	AQR Arbitrage LLC	124,766	$1.64M	0.1%	+92.9%	0.000%
11/13/2023	Retirement Planning Co of New England Inc.	61,585	$810K	0.5%	+2.1%	0.000%
11/13/2023	Mystic Asset Management Inc.	115,871	$1.52M	0.9%	-1.0%	0.000%
11/9/2023	Cornerstone Advisors LLC	74,325	$977K	0.0%	-33.1%	0.000%
11/9/2023	UBS Group AG	149,742	$1.97M	0.0%	+2.6%	0.000%
11/3/2023	Private Advisor Group LLC	39,523	$520K	0.0%	+3.5%	0.000%
8/17/2023	Coastal Bridge Advisors LLC	315,884	$4.40M	1.1%	-5.0%	0.000%
8/15/2023	Cohen & Steers Inc.	137,827	$1.92M	0.0%	+61.4%	0.000%
8/11/2023	Baird Financial Group Inc.	439,166	$6.12M	0.0%	+32.5%	0.000%
8/11/2023	Cornerstone Advisors LLC	111,027	$1.55M	0.1%	+12.2%	0.000%
8/11/2023	Landscape Capital Management L.L.C.	20,018	$279K	0.0%	-50.3%	0.000%
8/11/2023	Guggenheim Capital LLC	42,903	$598K	0.0%	-53.3%	0.000%
8/10/2023	Private Advisor Group LLC	38,199	$532K	0.0%	+2.6%	0.000%
8/10/2023	Cetera Advisors LLC	232,384	$3.24M	0.1%	-0.5%	0.000%
8/7/2023	Wolverine Asset Management LLC	151,930	$2.12M	0.0%	-22.1%	0.000%
8/7/2023	Stegent Equity Advisors Inc.	30,129	$420K	0.5%	-18.1%	0.000%
8/3/2023	Garrison Asset Management LLC	42,664	$606K	0.3%	+6.0%	0.000%
8/2/2023	Sigma Planning Corp	26,830	$374K	0.0%	-5.0%	0.000%
8/1/2023	Truist Financial Corp	34,418	$479K	0.0%	-6.6%	0.000%
8/1/2023	BDO Wealth Advisors LLC	17,563	$245K	0.0%	-8.3%	0.000%
7/31/2023	LPL Financial LLC	122,770	$1.71M	0.0%	-7.2%	0.000%
7/25/2023	Raymond James Financial Services Advisors Inc.	206,356	$2.88M	0.0%	-3.5%	0.000%
7/25/2023	Ameritas Advisory Services LLC	11,765	$160K	0.0%	-30.7%	0.000%
7/20/2023	Cornerstone Advisory LLC	11,943	$166K	0.0%	N/A	0.000%
7/20/2023	Csenge Advisory Group	14,801	$206K	0.0%	-6.2%	0.000%
Top Stock Unveiled! (Ad) Ready to discover the standout stock of 2024? We’ve identified a single buy & hold gem that’s poised to redefine your portfolio. Download our exclusive report now and dive into the Insights. Click below to opt-in and receive up to two additional free bonus subscriptions. Unsubscribe at any time. Get Your Free Report
7/17/2023	Reitz Capital Advisors LLC	41,899	$584K	0.5%	+23.7%	0.000%
5/15/2023	ICA Group Wealth Management LLC	32,310	$419K	0.1%	-4.5%	0.000%
5/11/2023	Elequin Securities LLC	10,166	$132K	0.1%	-10.1%	0.000%
5/11/2023	Guggenheim Capital LLC	91,775	$1.19M	0.0%	-36.9%	0.000%
5/10/2023	Private Advisor Group LLC	37,239	$483K	0.0%	N/A	0.000%
5/10/2023	Landscape Capital Management L.L.C.	40,249	$522K	0.1%	N/A	0.000%
5/9/2023	BDO Wealth Advisors LLC	19,159	$249K	0.0%	-15.2%	0.000%
5/8/2023	Wolverine Asset Management LLC	195,137	$2.53M	0.0%	+149.9%	0.000%
5/8/2023	Sigma Planning Corp	28,235	$366K	0.0%	-7.0%	0.000%
5/5/2023	Truist Financial Corp	36,867	$479K	0.0%	-2.2%	0.000%
5/1/2023	Csenge Advisory Group	15,773	$205K	0.0%	-7.1%	0.000%
5/1/2023	CWM LLC	2,896	$38K	0.0%	+183.6%	0.000%
4/28/2023	Avantax Advisory Services Inc.	88,302	$1.15M	0.0%	-21.7%	0.000%
4/28/2023	Ameritas Advisory Services LLC	16,972	$220K	0.0%	-40.1%	0.000%
4/26/2023	Reitz Capital Advisors LLC	33,863	$440K	0.4%	-53.3%	0.000%
4/21/2023	Mystic Asset Management Inc.	116,936	$1.52M	0.8%	+1.0%	0.000%
4/18/2023	Clarus Group Inc.	11,405	$148K	0.1%	-9.2%	0.000%
4/18/2023	Stegent Equity Advisors Inc.	36,780	$477K	0.5%	-49.6%	0.000%
4/14/2023	Raymond James Financial Services Advisors Inc.	213,760	$2.78M	0.0%	-2.5%	0.000%
4/11/2023	UMB Bank n.a.	13,521	$176K	0.0%	-20.8%	0.000%
2/14/2023	Alpine Global Management LLC	12,788	$181K	0.1%	N/A	0.000%
2/13/2023	Advisors Asset Management Inc.	263,486	$3.74M	0.1%	-14.5%	0.000%
2/13/2023	Kingsview Wealth Management LLC	74,167	$1.05M	0.0%	-1.1%	0.000%
2/10/2023	Bison Wealth LLC	10,976	$155K	0.0%	-11.4%	0.000%
2/10/2023	Ameritas Advisory Services LLC	28,330	$402K	0.0%	+140.8%	0.000%
2/10/2023	Sit Investment Associates Inc.	6,000	$85K	0.0%	+100.0%	0.000%
2/9/2023	Elequin Securities LLC	11,308	$160K	0.0%	N/A	0.000%
2/8/2023	Raymond James Financial Services Advisors Inc.	219,147	$3.11M	0.0%	-3.7%	0.000%
2/8/2023	Coastal Bridge Advisors LLC	330,850	$4.70M	1.3%	-5.9%	0.000%
2/8/2023	UBS Group AG	237,054	$3.36M	0.0%	+5.7%	0.000%
2/8/2023	Cambridge Investment Research Advisors Inc.	21,582	$306K	0.0%	+14.9%	0.000%
2/7/2023	Commonwealth Equity Services LLC	88,119	$1.25M	0.0%	+0.9%	0.000%
2/7/2023	Garrison Asset Management LLC	40,177	$570K	0.4%	-2.1%	0.000%
2/7/2023	LPL Financial LLC	105,403	$1.50M	0.0%	-10.2%	0.000%
2/7/2023	IFP Advisors Inc	11,561	$263K	0.0%	+99.1%	0.000%
2/3/2023	Retirement Planning Co of New England Inc.	59,413	$843K	0.6%	-1.8%	0.000%
2/3/2023	Mystic Asset Management Inc.	115,800	$1.64M	0.9%	+1.0%	0.000%
2/3/2023	Ellevest Inc.	2,500	$35K	0.0%	N/A	0.000%
2/2/2023	Stegent Equity Advisors Inc.	73,000	$1.04M	1.2%	-15.9%	0.000%
2/2/2023	All Season Financial Advisors Inc.	30,015	$426K	0.4%	+3.0%	0.000%
2/1/2023	Wolverine Asset Management LLC	78,082	$1.11M	0.0%	N/A	0.000%
1/27/2023	BDO Wealth Advisors LLC	22,580	$320K	0.0%	-10.8%	0.000%
1/24/2023	Sigma Planning Corp	30,356	$431K	0.0%	-36.0%	0.000%
1/18/2023	Private Advisor Group LLC	34,796	$494K	0.0%	+5.0%	0.000%
1/18/2023	Reitz Capital Advisors LLC	72,443	$1.03M	1.0%	-9.2%	0.000%
11/16/2022	Kingsview Wealth Management LLC	75,014	$1.11M	0.1%	-3.8%	0.000%
11/15/2022	Sowell Financial Services LLC	105,687	$1.57M	0.2%	+0.7%	0.000%
11/15/2022	Coastal Bridge Advisors LLC	351,480	$5.22M	1.4%	-10.3%	0.000%
11/14/2022	Guggenheim Capital LLC	189,695	$2.82M	0.0%	-14.9%	0.000%
11/14/2022	MML Investors Services LLC	421,846	$6.26M	0.0%	N/A	0.000%
Next opportunity for crypto millions (Ad) The Bitcoin halving is the #1 creator of "crypto millionaires". That's because historically, every halving has led to a massive bull run in the year after it happens. That means we're in the "golden window" right now… Check out the new "Crypto Bull Run Millionaire Blueprint" now!
11/10/2022	Sigma Planning Corp	47,466	$705K	0.0%	-18.6%	0.000%
11/10/2022	ICA Group Wealth Management LLC	42,817	$636K	0.1%	-14.6%	0.000%
11/10/2022	UBS Group AG	224,200	$3.33M	0.0%	+2.9%	0.000%
11/10/2022	Clarus Group Inc.	12,557	$186K	0.2%	+8.7%	0.000%
11/8/2022	Advisors Asset Management Inc.	308,040	$4.57M	0.1%	-12.0%	0.000%
11/8/2022	IFP Advisors Inc	5,808	$137K	0.0%	+19.6%	0.000%
11/2/2022	BDO Wealth Advisors LLC	25,305	$376K	0.0%	-5.9%	0.000%
11/2/2022	Avantax Advisory Services Inc.	33,921	$504K	0.0%	N/A	0.000%
10/27/2022	Reitz Capital Advisors LLC	79,786	$1.19M	1.1%	+1.6%	0.000%
10/27/2022	CWM LLC	2,521	$37K	0.0%	+146.9%	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, 49 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), Advisors Asset Management Inc. ($8.42M), MML Investors Services LLC ($6.26M), Baird Financial Group Inc. ($6.12M), Coastal Bridge Advisors LLC ($4.40M), Raymond James Financial Services Advisors Inc. ($3.27M), and Summit Financial LLC ($3.13M).Learn more on FEN's institutional investors.
Which institutional investors have been buying First Trust Energy Income and Growth Fund stock?: Of the 40 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), Kingsview Wealth Management LLC ($77.98K), AQR Arbitrage LLC ($60.07K), and Private Advisor Group LLC ($53.55K).
How much institutional buying is happening at First Trust Energy Income and Growth Fund?: Institutional investors have bought a total of 1,590,769 shares in the last 24 months. This purchase volume represents approximately $11.77M in transactions.

Which First Trust Energy Income and Growth Fund major shareholders have been selling company stock?: Of the 27 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: Guggenheim Capital LLC ($135.80K), Advisors Asset Management Inc. ($108.27K), Coastal Bridge Advisors LLC ($77.52K), Raymond James Financial Services Advisors Inc. ($65.59K), Stegent Equity Advisors Inc. ($65.19K), Cornerstone Advisors LLC ($63.00K), and Reitz Capital Advisors LLC ($49.52K).
How much institutional selling is happening at First Trust Energy Income and Growth Fund?: Institutional investors have sold a total of 796,773 shares in the last 24 months. This volume of shares sold represents approximately $2.52M in transactions.