Purchases and Sales Made in Q2 2021 in First Trust Energy Income & Growth Fund (FEN)

FEN Quotes by TradingView

This table provides information about the institutional ownership of First Trust Energy Income & Growth Fund (FEN) during Q2 2021. The information is specifically focused on institutions that hold shares of FIRST TRUST ENERGY INCOME & GROWTH FUND.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Sep 13, 2021 Q2 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
77.6K
New
$1.04M - $1.19M
77.6K $0
Aug 16, 2021 Q2 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
73.2K
New
$976K - $1.12M
73.2K $0
Jul 30, 2021 Q2 2021
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
51.8K
+ 20.22%
$692K - $795K
308K $0
Aug 11, 2021 Q2 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
35.6K
+ 33.43%
$475K - $546K
142K $0
Aug 13, 2021 Q2 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
31.3K
+ 22.35%
$418K - $480K
171K $0
Aug 10, 2021 Q2 2021
Smith, Moore & Co.

Clayton, MO
BUY
 -
25.5K
New
$340K - $391K
25.5K $0
Aug 13, 2021 Q2 2021
Northwestern Mutual Wealth Management CO

BUY
 -
24.9K
+ 6.26%
$333K - $382K
423K $0
Aug 13, 2021 Q2 2021
Guggenheim Capital LLC

Chicago, IL
BUY
 -
20.8K
+ 7.99%
$278K - $319K
281K $0
Aug 13, 2021 Q2 2021
Ubs Group Ag

BUY
 -
20K
+ 9.2%
$267K - $306K
237K $0
Jul 28, 2021 Q2 2021
Altfest L J & CO Inc

BUY
 -
17.4K
+ 17.13%
$232K - $266K
119K $0
Aug 13, 2021 Q2 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
11.2K
+ 6.72%
$150K - $172K
178K $0
Aug 10, 2021 Q2 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
7.12K
+ 50.54%
$95K - $109K
21.2K $0
Aug 13, 2021 Q2 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
6.86K
+ 22.35%
$91.5K - $105K
37.5K $0
Aug 02, 2021 Q2 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
6.64K
+ 11.19%
$88.5K - $102K
66K $0
Mar 22, 2023 Q2 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
6.28K
+ 86.22%
$83.8K - $96.3K
13.6K $0
Aug 11, 2021 Q2 2021
Commonwealth Equity Services, LLC

BUY
 -
4.57K
+ 5.27%
$60.9K - $70K
91.2K $0
Jul 17, 2024 Q2 2021
Kelly Financial Services LLC

Braintree, MA
BUY
 -
4.05K
+ 1350.0%
$54K - $62.1K
4.35K $0
Aug 02, 2021 Q2 2021
Bison Wealth, LLC

BUY
 -
2.69K
+ 25.53%
$35.9K - $41.3K
13.2K $0
Jul 21, 2021 Q2 2021
Garrison Asset Management, LLC

BUY
 -
956
+ 1.98%
$12.8K - $14.7K
49.3K $0
Jul 16, 2021 Q2 2021
Riggs Asset Managment Co. Inc.

BUY
 -
356
New
$4.75K - $5.46K
356 $0
Aug 12, 2021 Q2 2021
Solstein Capital, LLC

Menlo Park, CA
BUY
 -
326
New
$4.35K - $5K
326 $0
Aug 16, 2021 Q2 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
250
+ 31.25%
$3.34K - $3.83K
1.05K $0
Sep 07, 2021 Q2 2021
Newbridge Financial Services Group, Inc.

BUY
 -
35
+ 0.2%
$467 - $537
17.9K $0
Jul 15, 2021 Q2 2021
Pinnacle Bancorp, Inc.

BUY
 -
22
+ 2.08%
$293 - $337
1.08K $0
Jul 14, 2021 Q2 2021
Soa Wealth Advisors, Llc.

BUY
 -
4
+ 1.83%
$53.4 - $61.3
222 $0
Aug 02, 2021 Q2 2021
Allworth Financial LP

BUY
 -
4
+ 2.8%
$53.4 - $61.3
147 $0
Jul 30, 2021 Q2 2021
Clearview Wealth Advisors LLC

BUY
 -
4
+ 2.22%
$53.4 - $61.3
184 $0
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
0
New
$0 - $0
0 $0
Aug 13, 2021 Q2 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 17, 2021 Q2 2021
Invesco Ltd.

Atlanta, GA
SELL
 -
-66
- 0.09%
$880 - $1.01K
75.3K $0
Sep 03, 2021 Q2 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-146
- 0.47%
$1.95K - $2.24K
30.6K $0
Aug 11, 2021 Q2 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-187
Closed
$2.49K - $2.87K
0 $0
Aug 10, 2021 Q2 2021
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-190
- 1.77%
$2.53K - $2.91K
10.6K $0
Aug 10, 2021 Q2 2021
Schnieders Capital Management LLC

SELL
 -
-250
- 2.4%
$3.34K - $3.83K
10.2K $0
Aug 16, 2021 Q2 2021
Truist Financial Corp

SELL
 -
-253
- 0.74%
$3.38K - $3.88K
33.9K $0
Aug 11, 2021 Q2 2021
Raymond James & Associates

St Petersburg, FL
SELL
 -
-370
- 1.08%
$4.94K - $5.67K
33.8K $0
Aug 02, 2021 Q2 2021
Optimum Investment Advisors

SELL
 -
-1K
- 58.82%
$13.3K - $15.3K
700 $0
Aug 11, 2021 Q2 2021
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-1K
- 1.01%
$13.4K - $15.3K
98.4K $0
Aug 06, 2021 Q2 2021
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-1.1K
- 5.57%
$14.6K - $16.8K
18.6K $0
Jul 20, 2021 Q2 2021
Barnett & Company, Inc.

SELL
 -
-1.62K
Closed
$21.5K - $24.8K
0 $0
Aug 16, 2021 Q2 2021
Wells Fargo & Company

San Francisco, CA
SELL
 -
-3.66K
- 9.12%
$48.8K - $56K
36.4K $0
Aug 16, 2021 Q2 2021
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-7.07K
- 24.97%
$94.3K - $108K
21.2K $0
Aug 04, 2021 Q2 2021
Nwam LLC

Mercer Island, WA
SELL
 -
-13.3K
Closed
$177K - $203K
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-14.1K
- 9.84%
$188K - $216K
129K $0
Aug 16, 2021 Q2 2021
Aqr Arbitrage LLC

Greenwich, CT
SELL
 -
-34.7K
Closed
$463K - $532K
0 $0
Aug 16, 2021 Q2 2021
Quantedge Capital Pte LTD

Singapore, U0
SELL
 -
-41K
- 79.49%
$547K - $629K
10.6K $0
Aug 17, 2021 Q2 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-63.3K
- 42.95%
$844K - $970K
84K $0
Aug 16, 2021 Q2 2021
Cohen & Steers, Inc.

New York, NY
SELL
 -
-80.3K
- 55.61%
$1.07M - $1.23M
64K $0
Aug 10, 2021 Q2 2021
Coastal Bridge Advisors, LLC

SELL
 -
-181K
- 26.68%
$2.42M - $2.78M
498K $0

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