Latest Institutional Sells of First Trust Energy Income & Growth Fund (FEN)
This list provides information on the latest institutional transactions involving First Trust Energy Income & Growth Fund (FEN) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-132K- 99.25% |
$0 - $2.19M
|
1K
$0
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-116K- 15.49% |
$1.63M - $1.9M
|
635K
$0
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-44.4K- 18.15% |
$620K - $725K
|
200K
$0
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-38.7K- 33.35% |
$541K - $632K
|
77.3K
$0
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-37.6K- 14.95% |
$526K - $615K
|
214K
$0
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-34K- 28.68% |
$475K - $555K
|
84.6K
$0
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-26.3K- 22.01% |
$368K - $430K
|
93.2K
$0
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-19.7K- 13.55% |
$275K - $321K
|
125K
$0
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-17.4K- 11.61% |
$243K - $284K
|
132K
$0
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.6K- 18.48% |
$149K - $174K
|
46.9K
$0
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-10K- 75.76% |
$140K - $163K
|
3.2K
$0
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-9.05K- 13.7% |
$127K - $148K
|
57K
$0
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.81K- 28.55% |
$109K - $128K
|
19.5K
$0
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-7.61K- 28.45% |
$106K - $124K
|
19.1K
$0
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7.31K- 18.14% |
$102K - $119K
|
33K
$0
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.5K- 87.38% |
$62.9K - $73.5K
|
650
$0
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.46K- 16.7% |
$48.3K - $56.5K
|
17.2K
$0
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.93KClosed |
$41K - $47.9K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.67K- 18.35% |
$37.4K - $43.7K
|
11.9K
$0
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.66K- 13.82% |
$37.2K - $43.4K
|
16.6K
$0
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.8K- 1.82% |
$25.1K - $29.4K
|
97K
$0
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.34K- 1.26% |
$18.7K - $21.9K
|
105K
$0
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.3K- 7.19% |
$18.1K - $21.2K
|
16.7K
$0
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-1.09K- 0.91% |
$15.2K - $17.8K
|
119K
$0
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-970- 3.23% |
$13.6K - $15.8K
|
29K
$0
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-500- 11.71% |
$6.99K - $8.17K
|
3.77K
$0
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-421- 0.08% |
$5.89K - $6.88K
|
541K
$0
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-415- 3.64% |
$5.8K - $6.78K
|
11K
$0
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-200- 8.3% |
$2.8K - $3.27K
|
2.21K
$0
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-143- 1.2% |
$2K - $2.34K
|
11.8K
$0
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-125- 1.2% |
$1.75K - $2.04K
|
10.3K
$0
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-66- 0.53% |
$923 - $1.08K
|
12.5K
$0
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6- 0.04% |
$83.9 - $98
|
13.5K
$0
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-45.3K- 40.92% |
$576K - $670K
|
65.4K
$0
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-5.16K- 1.32% |
$65.5K - $76.2K
|
386K
$0
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-3.6K- 7.52% |
$45.7K - $53.1K
|
44.2K
$0
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-573- 1.32% |
$7.28K - $8.47K
|
42.9K
$0
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-460- 48.94% |
$5.85K - $6.8K
|
480
$0
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-10- 0.19% |
$127 - $148
|
5.19K
$0
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-28.1K- 72.69% |
$369K - $404K
|
10.5K
$0
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-6.76K- 33.78% |
$88.9K - $97.4K
|
13.3K
$0
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-601- 50.0% |
$7.9K - $8.65K
|
601
$0
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-300Closed |
$3.95K - $4.32K
|
0
$0
|
|
Q2 2023 | |||||||
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.6K- 8.33% |
$19.8K - $22.2K
|
17.6K
$0
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-972- 6.16% |
$12.1K - $13.5K
|
14.8K
$0
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-236- 53.15% |
$2.93K - $3.29K
|
208
$0
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-31- 25.2% |
$385 - $432
|
92
$0
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-203K- 46.06% |
$2.47M - $2.93M
|
238K
$0
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3.55K- 20.8% |
$43.2K - $51.3K
|
13.5K
$0
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-90- 47.37% |
$1.09K - $1.3K
|
100
$0
|