Purchases and Sales Made in Q3 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 Q3 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
Nov 08, 2023 Q3 2023
Kayne Anderson Capital Advisors LP

BUY
 -
111K
New
$1.46M - $1.59M
111K $0
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
104K
+ 23.7%
$1.37M - $1.5M
543K $0
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
62.5K
+ 55.91%
$822K - $900K
174K $0
Nov 14, 2023 Q3 2023
Aqr Arbitrage LLC

Greenwich, CT
BUY
 -
60.1K
+ 92.86%
$790K - $865K
125K $0
Nov 14, 2023 Q3 2023
Cohen & Steers, Inc.

New York, NY
BUY
 -
39.1K
+ 28.37%
$514K - $563K
177K $0
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
29.8K
+ 14.46%
$392K - $430K
236K $0
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
28.4K
+ 30.11%
$374K - $409K
123K $0
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
19.6K
New
$257K - $282K
19.6K $0
Oct 30, 2023 Q3 2023
Sfi Advisors, LLC

Montclair, NJ
BUY
 -
11.8K
New
$155K - $170K
11.8K $0
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
7.81K
+ 170.14%
$103K - $112K
12.4K $0
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
5.2K
New
$68.4K - $74.9K
5.2K $0
Nov 14, 2023 Q3 2023
Coastal Bridge Advisors, LLC

BUY
 -
4.03K
+ 1.28%
$53K - $58.1K
320K $0
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
3.98K
+ 3.22%
$52.3K - $57.3K
128K $0
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
3.88K
+ 3.71%
$51K - $55.8K
108K $0
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
3.81K
+ 2.61%
$50.1K - $54.8K
150K $0
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
1.32K
+ 3.47%
$17.4K - $19.1K
39.5K $0
Nov 13, 2023 Q3 2023
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
1.28K
+ 2.12%
$16.8K - $18.4K
61.6K $0
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.15K
+ 5.91%
$15.1K - $16.5K
20.5K $0
May 24, 2024 Q3 2023
Garrison Asset Management, LLC

BUY
 -
873
+ 2.05%
$11.5K - $12.6K
43.5K $0
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
816
+ 0.66%
$10.7K - $11.8K
124K $0
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
816
+ 3.04%
$10.7K - $11.8K
27.6K $0
Oct 23, 2023 Q3 2023
Garrison Asset Management, LLC

BUY
 -
811
+ 1.9%
$10.7K - $11.7K
43.5K $0
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
780
New
$10.3K - $11.2K
780 $0
Nov 14, 2023 Q3 2023
Elequin Capital LP

New York, NY
BUY
 -
206
New
$2.71K - $2.97K
206 $0
Nov 13, 2023 Q3 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
151
+ 1.12%
$1.99K - $2.17K
13.7K $0
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
128
+ 1.14%
$1.68K - $1.84K
11.4K $0
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
70
+ 0.68%
$921 - $1.01K
10.3K $0
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
40
New
$526 - $576
40 $0
Oct 18, 2023 Q3 2023
Pinnacle Bancorp, Inc.

BUY
 -
26
+ 2.06%
$342 - $374
1.29K $0
Oct 10, 2023 Q3 2023
Country Trust Bank

BUY
 -
8
New
$105 - $115
8 $0
Nov 13, 2023 Q3 2023
Bison Wealth, LLC

BUY
 -
3
+ 0.03%
$39.5 - $43.2
11K $0
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
3
+ 1.8%
$39.5 - $43.2
170 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-264
- 1.25%
$3.47K - $3.8K
20.9K $0
Jul 17, 2024 Q3 2023
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-300
Closed
$3.95K - $4.32K
0 $0
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

SELL
 -
-601
- 50.0%
$7.9K - $8.65K
601 $0
May 20, 2024 Q3 2023
Parallel Advisors, LLC

SELL
 -
-601
- 50.0%
$7.9K - $8.65K
601 $0
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-631
- 0.89%
$8.3K - $9.09K
70K $0
Nov 14, 2023 Q3 2023
Bokf, Na

Tulsa, OK
SELL
 -
-721
- 4.66%
$9.48K - $10.4K
14.8K $0
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-1K
- 16.26%
$13.2K - $14.4K
5.15K $0
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-1.06K
- 4.02%
$13.9K - $15.2K
25.3K $0
Nov 13, 2023 Q3 2023
Mystic Asset Management, Inc.

Warwick, RI
SELL
 -
-1.2K
- 1.02%
$15.7K - $17.2K
116K $0
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-2.66K
- 9.56%
$35K - $38.3K
25.2K $0
Nov 14, 2023 Q3 2023
Truist Financial Corp

SELL
 -
-3.96K
- 11.51%
$52.1K - $57K
30.5K $0
Nov 13, 2023 Q3 2023
Ica Group Wealth Management, LLC

Denver, CO
SELL
 -
-4.41K
- 17.36%
$58K - $63.5K
21K $0
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

SELL
 -
-5.34K
- 7.68%
$70.2K - $76.9K
64.2K $0
Nov 08, 2023 Q3 2023
Landscape Capital Management, L.L.C.

SELL
 -
-6.76K
- 33.78%
$88.9K - $97.4K
13.3K $0
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
SELL
 -
-14.8K
- 3.09%
$195K - $213K
464K $0

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