S&P 500   5,088.80
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S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Warren Buffett uses his annual letter to warn about Wall Street and recount Berkshire's successes
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
MarketBeat Week in Review – 2/19 - 2/23
Taiwan giant chipmaker TSMC opens first plant in Japan as part of key global expansion
Better Than Oil Stocks (Ad)
A collection of the insights Warren Buffett offered in his annual letter Saturday
MILAN FASHION PHOTOS: Gucci sparkles as De Sarno hits stride
Claim $10,000 In FREE silver In 2024 (Ad)
Google says its AI image-generator would sometimes 'overcompensate' for diversity
West Africa bloc lifts coup sanctions on Niger in a new push for dialogue to resolve tensions
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Warren Buffett uses his annual letter to warn about Wall Street and recount Berkshire's successes
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
MarketBeat Week in Review – 2/19 - 2/23
Taiwan giant chipmaker TSMC opens first plant in Japan as part of key global expansion
Better Than Oil Stocks (Ad)
A collection of the insights Warren Buffett offered in his annual letter Saturday
MILAN FASHION PHOTOS: Gucci sparkles as De Sarno hits stride
Claim $10,000 In FREE silver In 2024 (Ad)
Google says its AI image-generator would sometimes 'overcompensate' for diversity
West Africa bloc lifts coup sanctions on Niger in a new push for dialogue to resolve tensions
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Warren Buffett uses his annual letter to warn about Wall Street and recount Berkshire's successes
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
MarketBeat Week in Review – 2/19 - 2/23
Taiwan giant chipmaker TSMC opens first plant in Japan as part of key global expansion
Better Than Oil Stocks (Ad)
A collection of the insights Warren Buffett offered in his annual letter Saturday
MILAN FASHION PHOTOS: Gucci sparkles as De Sarno hits stride
Claim $10,000 In FREE silver In 2024 (Ad)
Google says its AI image-generator would sometimes 'overcompensate' for diversity
West Africa bloc lifts coup sanctions on Niger in a new push for dialogue to resolve tensions

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

$14.82
-0.02 (-0.13%)
(As of 02/23/2024 ET)

Institutional Ownership Changes (13F Filings) for First Trust Energy Income and Growth Fund (NYSEAMERICAN:FEN)

Number of
Institutional Buyers
(last 12 months)
19
Number of
Institutional Sellers
(last 12 months)
28
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FEN Institutional Buying and Selling by Quarter


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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/14/2024Royal Bank of Canada103,286$1.50M0.0%-40.8%0.000%
2/9/2024Cambridge Investment Research Advisors Inc.26,091$0.38M0.0%+3.1%0.000%
2/9/2024UBS Group AG145,083$2.10M0.0%-3.1%0.000%
1/17/2024Reitz Capital Advisors LLC44,193$0.64M1.1%-7.5%0.000%
11/15/2023Royal Bank of Canada174,375$2.29M0.0%+55.9%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$0.81M0.5%+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$0.98M0.0%-33.1%0.000%
11/9/2023UBS Group AG149,742$1.97M0.0%+2.6%0.000%
11/3/2023Private Advisor Group LLC39,523$0.52M0.0%+3.5%0.000%
8/21/2023BOKF NA15,476$0.22M0.0%-18.9%0.000%
8/21/2023Osaic Holdings Inc.123,702$1.72M0.0%+1.7%0.000%
8/17/2023Coastal Bridge Advisors LLC315,884$4.40M1.1%-5.0%0.000%
8/15/2023Royal Bank of Canada111,846$1.56M0.0%+6.5%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$0.28M0.0%-50.3%0.000%
8/11/2023Guggenheim Capital LLC42,903$0.60M0.0%-53.3%0.000%
8/10/2023Osaic Holdings Inc.123,702$1.72M0.0%+1.7%0.000%
8/10/2023Commonwealth Equity Services LLC69,501$0.97M0.0%-20.7%0.000%
8/10/2023Private Advisor Group LLC38,199$0.53M0.0%+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$0.42M0.5%-18.1%0.000%
8/3/2023Garrison Asset Management LLC42,664$0.61M0.3%+6.0%0.000%
8/2/2023Sigma Planning Corp26,830$0.37M0.0%-5.0%0.000%
8/1/2023Truist Financial Corp34,418$0.48M0.0%-6.6%0.000%
8/1/2023BDO Wealth Advisors LLC17,563$0.25M0.0%-8.3%0.000%
7/31/2023LPL Financial LLC122,770$1.71M0.0%-7.2%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.206,356$2.88M0.0%-3.5%0.000%
7/25/2023Ameritas Advisory Services LLC11,765$0.16M0.0%-30.7%0.000%
7/20/2023Cornerstone Advisory LLC11,943$0.17M0.0%N/A0.000%
7/20/2023Csenge Advisory Group14,801$0.21M0.0%-6.2%0.000%
7/17/2023Reitz Capital Advisors LLC41,899$0.58M0.5%+23.7%0.000%
5/22/2023Ameriprise Financial Inc.21,231$0.28M0.0%-23.0%0.000%
5/16/2023Susquehanna International Group LLP16,947$0.22M0.0%-67.3%0.000%
5/15/2023ICA Group Wealth Management LLC32,310$0.42M0.1%-4.5%0.000%
5/12/2023Advisors Asset Management Inc.284,221$3.69M0.1%+7.9%0.000%
5/12/2023MML Investors Services LLC237,804$3.09M0.0%-46.1%0.000%
5/12/2023UBS Group AG178,704$2.32M0.0%-24.6%0.000%
5/11/2023Cambridge Investment Research Advisors Inc.26,536$0.34M0.0%+23.0%0.000%
5/11/2023Elequin Securities LLC10,166$0.13M0.1%-10.1%0.000%
5/11/2023Guggenheim Capital LLC91,775$1.19M0.0%-36.9%0.000%
5/10/2023Private Advisor Group LLC37,239$0.48M0.0%N/A0.000%
5/10/2023Landscape Capital Management L.L.C.40,249$0.52M0.1%N/A0.000%
5/10/2023LPL Financial LLC132,363$1.72M0.0%+25.6%0.000%
5/9/2023BDO Wealth Advisors LLC19,159$0.25M0.0%-15.2%0.000%
5/8/2023Wolverine Asset Management LLC195,137$2.53M0.0%+149.9%0.000%
5/8/2023Sigma Planning Corp28,235$0.37M0.0%-7.0%0.000%
5/5/2023Truist Financial Corp36,867$0.48M0.0%-2.2%0.000%
5/1/2023Csenge Advisory Group15,773$0.21M0.0%-7.1%0.000%
5/1/2023CWM 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$0.22M0.0%-40.1%0.000%
4/26/2023Reitz Capital Advisors LLC33,863$0.44M0.4%-53.3%0.000%
4/21/2023Mystic Asset Management Inc.116,936$1.52M0.8%+1.0%0.000%
4/18/2023Clarus Group Inc.11,405$0.15M0.1%-9.2%0.000%
4/18/2023Stegent Equity Advisors Inc.36,780$0.48M0.5%-49.6%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.213,760$2.78M0.0%-2.5%0.000%
4/11/2023UMB Bank n.a.13,521$0.18M0.0%-20.8%0.000%
2/21/2023Northwestern Mutual Wealth Management Co.174,146$2.47M0.0%+7.5%0.000%
2/15/2023Morgan Stanley497,098$7.05M0.0%+18.4%0.000%
2/15/2023ICA Group Wealth Management LLC33,835$0.48M0.1%-21.0%0.000%
2/14/2023Susquehanna International Group LLP51,860$0.74M0.0%N/A0.000%
2/14/2023Cetera Advisors LLC232,604$3.30M0.1%+1.7%0.000%
2/14/2023Alpine Global Management LLC12,788$0.18M0.1%N/A0.000%
2/13/2023Advisors Asset Management Inc.263,486$3.74M0.1%-14.5%0.000%
2/13/2023Baird Financial Group Inc.300,980$4.27M0.0%-0.6%0.000%
2/13/2023Kingsview Wealth Management LLC74,167$1.05M0.0%-1.1%0.000%
2/13/2023BOKF NA19,090$0.27M0.0%-8.3%0.000%
2/10/2023Bank of America Corp DE70,407$1M0.0%-1.7%0.000%
2/10/2023Bison Wealth LLC10,976$0.16M0.0%-11.4%0.000%
2/10/2023Ameritas Advisory Services LLC28,330$0.40M0.0%+140.8%0.000%
2/10/2023Advisor Group Holdings Inc.117,324$1.66M0.0%+7.2%0.000%
2/10/2023PNC Financial Services Group Inc.6,150$87K0.0%+272.7%0.000%
2/10/2023Sit Investment Associates Inc.6,000$85K0.0%+100.0%0.000%
2/9/2023Elequin Securities LLC11,308$0.16M0.0%N/A0.000%
2/8/2023Raymond 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%
2/8/2023Cambridge Investment Research Advisors Inc.21,582$0.31M0.0%+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$0.57M0.4%-2.1%0.000%
2/7/2023LPL Financial LLC105,403$1.50M0.0%-10.2%0.000%
2/7/2023IFP Advisors Inc11,561$0.26M0.0%+99.1%0.000%
2/3/2023Retirement Planning Co of New England Inc.59,413$0.84M0.6%-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%
2/2/2023All Season Financial Advisors Inc.30,015$0.43M0.4%+3.0%0.000%
2/1/2023Wolverine Asset Management LLC78,082$1.11M0.0%N/A0.000%
1/27/2023BDO Wealth Advisors LLC22,580$0.32M0.0%-10.8%0.000%
1/24/2023Sigma Planning Corp30,356$0.43M0.0%-36.0%0.000%
1/18/2023Private Advisor Group LLC34,796$0.49M0.0%+5.0%0.000%
1/18/2023Reitz Capital Advisors LLC72,443$1.03M1.0%-9.2%0.000%
11/16/2022Baird Financial Group Inc.302,784$4.50M0.0%-1.2%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%
(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, 65 institutional investors and hedge funds held shares of First Trust Energy Income and Growth Fund. The most heavily invested institutionals were Morgan Stanley ($7.05M), Baird Financial Group Inc. ($6.12M), Coastal Bridge Advisors LLC ($4.40M), Advisors Asset Management Inc. ($3.69M), Cetera Advisors LLC ($3.24M), MML Investors Services LLC ($3.09M), and Raymond James Financial Services Advisors Inc. ($2.88M).Learn more on FEN's institutional investors.

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

Of the 54 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 ($0.42M), Royal Bank of Canada ($0.21M), Baird Financial Group Inc. ($0.20M), Wolverine Asset Management LLC ($0.20M), Brasada Capital Management LP ($91.83K), Reitz Capital Advisors LLC ($87.82K), and Kingsview Wealth Management LLC ($77.98K).

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

Institutional investors have bought a total of 2,220,598 shares in the last 24 months. This purchase volume represents approximately $20.70M in transactions.

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

Of the 39 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: MML Investors Services LLC ($0.20M), Guggenheim Capital LLC ($0.18M), Coastal Bridge Advisors LLC ($0.14M), Advisors Asset Management Inc. ($0.11M), UBS Group AG ($86.33K), Stegent Equity Advisors Inc. ($81.69K), and Royal Bank of Canada ($71.09K).

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

Institutional investors have sold a total of 1,334,776 shares in the last 24 months. This volume of shares sold represents approximately $6.26M in transactions.


This page (NYSEAMERICAN:FEN) was last updated on 2/24/2024 by MarketBeat.com Staff