Avantax Advisory Services, Inc. First Trust Energy Income & Growth Fund Transaction History

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	SELL	$13.98 - $16.34 $25,122 - $29,362	-1,797 Reduced 1.82%	97,024 $1.59 Million
Q4 2023 Feb 07, 2024	SELL	$12.71 - $14.78 $305,573 - $355,340	-24,042 Reduced 19.57%	98,821 $1.43 Million
Q3 2023 Nov 07, 2023	BUY	$13.15 - $14.4 $373,907 - $409,449	28,434 Added 30.11%	122,863 $1.62 Million
Q2 2023 Aug 11, 2023	BUY	$12.43 - $13.93 $76,158 - $85,349	6,127 Added 6.94%	94,429 $1.32 Million
Q1 2023 Apr 28, 2023	SELL	$12.16 - $14.44 $298,430 - $354,386	-24,542 Reduced 21.75%	88,302 $1.15 Million
Q4 2022 Feb 13, 2023	BUY	$14.0 - $15.87 $1.1 Million - $1.25 Million	78,923 Added 232.67%	112,844 $1.6 Million
Q3 2022 Nov 01, 2022	BUY	$14.05 - $16.22 $476,590 - $550,198	33,921 New	33,921 $504,000

Others Institutions Holding FEN

# of Institutions

6

Shares Held

81.5K

Call Options Held

0

Put Options Held

0

About FIRST TRUST ENERGY INCOME & GROWTH FUND

Ticker FEN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
First Trust Energy Income and Growth Fund is a closed-ended equity mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Energy Income Partners, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating in the energy sector, including companies in the ...

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