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 |
---|---|---|---|---|---|---|---|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-350- 50.0% |
$4.9K - $5.55K
|
350
$0
|
|
Q3 2022 | |||||||
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-451- 5.91% |
$6.34K - $7.32K
|
7.18K
$0
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-40- 0.37% |
$562 - $649
|
10.8K
$0
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-18.2KClosed |
$258K - $308K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15.5KClosed |
$219K - $261K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-10.1KClosed |
$143K - $170K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-614- 44.33% |
$8.7K - $10.4K
|
771
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-4.75K- 84.82% |
$67.8K - $77K
|
850
$0
|
|
Q4 2021 | |||||||
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-14.6KClosed |
$187K - $222K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-4.24KClosed |
$54.2K - $64.4K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-542Closed |
$6.93K - $8.24K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-335Closed |
$4.28K - $5.09K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-17.9KClosed |
$237K - $268K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-326Closed |
$4.31K - $4.87K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-13.3KClosed |
$177K - $203K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.62KClosed |
$21.5K - $24.8K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-1K- 58.82% |
$13.3K - $15.3K
|
700
$0
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-187Closed |
$2.49K - $2.87K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-505KClosed |
$5.43M - $6.77M
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Ota Financial Group L.P.
|
SELL
|
- |
-81.5KClosed |
$877K - $1.09M
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-68.3KClosed |
$735K - $916K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-23.9KClosed |
$257K - $321K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-22.2KClosed |
$239K - $298K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
First Merchants Corp
|
SELL
|
- |
-13.4KClosed |
$144K - $179K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-384Closed |
$4.13K - $5.15K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-28.9KClosed |
$260K - $330K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-10.7KClosed |
$95.8K - $122K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.5KClosed |
$13.5K - $17.1K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-134Closed |
$1.2K - $1.53K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 20, 2020
Q3 2020
|
Keudell
|
SELL
|
- |
-16.2KClosed |
$146K - $178K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-11.2KClosed |
$101K - $122K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.26KClosed |
$20.4K - $24.8K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
First Manhattan CO
New York, NY |
SELL
|
- |
-57Closed |
$513 - $624
|
0
$0
|
|
Q2 2020 | |||||||
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-100Closed |
$876 - $1.31K
|
0
$0
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
Stephens Inc
|
SELL
|
- |
-93.2KClosed |
$602K - $2.17M
|
0
$0
|
|
Apr 06, 2020
Q1 2020
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-39.4KClosed |
$255K - $916K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-24.9KClosed |
$161K - $579K
|
0
$0
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.27K- 99.86% |
$47K - $169K
|
10
$0
|
|
May 05, 2020
Q1 2020
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.57KClosed |
$10.2K - $36.6K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.47KClosed |
$9.51K - $34.2K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-1.2KClosed |
$7.77K - $28K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-289Closed |
$1.87K - $6.72K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-95Closed |
$614 - $2.21K
|
0
$0
|
|
Q4 2019 | |||||||
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-8.27KClosed |
$166K - $189K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-320Closed |
$6.44K - $7.32K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-51Closed |
$1.03K - $1.17K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 12, 2019
Q3 2019
|
Next Capital Management LLC
|
SELL
|
- |
-23.6KClosed |
$487K - $552K
|
0
$0
|
|
Oct 28, 2019
Q3 2019
|
Concorde Asset Management, LLC
|
SELL
|
- |
-12.9KClosed |
$266K - $302K
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.11KClosed |
$43.4K - $49.3K
|
0
$0
|