Purchases and Sales Made in Q2 2023 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 2023. 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
Aug 14, 2023 Q2 2023
Saba Capital Management, L.P.

New York, NY
BUY
 -
315K
+ 259.82%
$3.91M - $4.38M
436K $0
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
108K
+ 32.51%
$1.34M - $1.5M
439K $0
Aug 14, 2023 Q2 2023
Cohen & Steers, Inc.

New York, NY
BUY
 -
52.4K
+ 61.4%
$652K - $730K
138K $0
Aug 14, 2023 Q2 2023
Aqr Arbitrage LLC

Greenwich, CT
BUY
 -
37K
+ 133.55%
$460K - $515K
64.7K $0
Aug 14, 2023 Q2 2023
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
34.5K
+ 12.15%
$429K - $481K
319K $0
Aug 11, 2023 Q2 2023
Quantedge Capital Pte LTD

Singapore, U0
BUY
 -
22.3K
+ 136.81%
$277K - $311K
38.6K $0
Aug 11, 2023 Q2 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
13.5K
New
$168K - $188K
13.5K $0
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
12.7K
New
$158K - $177K
12.7K $0
Aug 11, 2023 Q2 2023
Cornerstone Advisors, LLC

Asheville, NC
BUY
 -
12.1K
+ 12.24%
$151K - $169K
111K $0
Jul 20, 2023 Q2 2023
Cornerstone Advisory, LLC

BUY
 -
11.9K
New
$148K - $166K
11.9K $0
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
6.86K
+ 6.53%
$85.3K - $95.6K
112K $0
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
6.13K
+ 6.94%
$76.2K - $85.3K
94.4K $0
Aug 03, 2023 Q2 2023
Garrison Asset Management, LLC

BUY
 -
2.43K
+ 6.03%
$30.2K - $33.8K
42.7K $0
May 24, 2024 Q2 2023
Garrison Asset Management, LLC

BUY
 -
2.37K
+ 5.88%
$29.4K - $33K
42.6K $0
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
2.11K
+ 1.73%
$26.2K - $29.4K
124K $0
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
1.2K
New
$14.9K - $16.7K
1.2K $0
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
1.2K
New
$14.9K - $16.7K
1.2K $0
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
960
+ 2.58%
$11.9K - $13.4K
38.2K $0
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
866
New
$10.8K - $12.1K
866 $0
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
695
+ 0.67%
$8.64K - $9.68K
105K $0
Aug 11, 2023 Q2 2023
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
590
+ 0.99%
$7.33K - $8.22K
60.3K $0
Jul 17, 2023 Q2 2023
Wedmont Private Capital

BUY
 -
134
+ 1.2%
$1.67K - $1.87K
11.3K $0
Aug 11, 2023 Q2 2023
Mystic Asset Management, Inc.

Warwick, RI
BUY
 -
130
+ 0.11%
$1.62K - $1.81K
117K $0
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
100
New
$1.24K - $1.39K
100 $0
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
74
+ 0.73%
$920 - $1.03K
10.3K $0
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

BUY
 -
28
+ 2.27%
$348 - $390
1.26K $0
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
23
New
$286 - $320
23 $0
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
3
+ 1.83%
$37.3 - $41.8
167 $0
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

SELL
 -
-31
- 25.2%
$385 - $432
92 $0
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-34
- 0.16%
$423 - $474
21.2K $0
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

SELL
 -
-136
- 42.37%
$1.69K - $1.89K
185 $0
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-162
- 0.61%
$2.01K - $2.26K
26.4K $0
Jul 21, 2023 Q2 2023
Riggs Asset Managment Co. Inc.

SELL
 -
-236
- 53.15%
$2.93K - $3.29K
208 $0
Aug 03, 2023 Q2 2023
Cwm, LLC

SELL
 -
-486
- 16.78%
$6.04K - $6.77K
2.41K $0
Jul 20, 2023 Q2 2023
Csenge Advisory Group

SELL
 -
-972
- 6.16%
$12.1K - $13.5K
14.8K $0
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-1.18K
- 0.5%
$14.7K - $16.4K
232K $0
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-1.41K
- 4.98%
$17.5K - $19.6K
26.8K $0
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-1.6K
- 8.33%
$19.8K - $22.2K
17.6K $0
Aug 01, 2023 Q2 2023
Truist Financial Corp

SELL
 -
-2.45K
- 6.64%
$30.4K - $34.1K
34.4K $0
Aug 21, 2023 Q2 2023
Bokf, Na

Tulsa, OK
SELL
 -
-3.61K
- 18.93%
$44.9K - $50.3K
15.5K $0
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-3.77K
- 5.07%
$46.9K - $52.5K
70.6K $0
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-4.52K
- 18.92%
$56.2K - $63K
19.4K $0
Jul 25, 2023 Q2 2023
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-5.21K
- 30.68%
$64.7K - $72.5K
11.8K $0
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-6.52K
- 9.17%
$81K - $90.8K
64.6K $0
Aug 04, 2023 Q2 2023
Stegent Equity Advisors, Inc.

Houston, TX
SELL
 -
-6.65K
- 18.08%
$82.7K - $92.6K
30.1K $0
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
SELL
 -
-6.93K
- 21.43%
$86.1K - $96.5K
25.4K $0
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-7.4K
- 3.46%
$92K - $103K
206K $0
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-9.59K
- 7.25%
$119K - $134K
123K $0

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