Purchases and Sales Made in Q4 2023 in First Trust Energy Income & Growth Fund (FEN)
This table provides information about the institutional ownership of First Trust Energy Income & Growth Fund (FEN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
732K+ 3737.9% |
$9.3M - $10.8M
|
751K
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
497KNew |
$6.31M - $7.34M
|
497K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
206KNew |
$2.62M - $3.05M
|
206K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
195K+ 61.13% |
$2.48M - $2.88M
|
514K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
188KNew |
$2.39M - $2.78M
|
188K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
102KNew |
$1.29M - $1.51M
|
102K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
86.6K+ 134.17% |
$1.1M - $1.28M
|
151K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
77K+ 43.52% |
$979K - $1.14M
|
254K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
65.2KNew |
$829K - $964K
|
65.2K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
63.1KNew |
$802K - $933K
|
63.1K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
45.2K+ 60.77% |
$574K - $668K
|
119K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.8K+ 7.08% |
$417K - $485K
|
497K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.2KNew |
$346K - $403K
|
27.2K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
21.2K+ 16.57% |
$270K - $314K
|
150K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
18KNew |
$229K - $267K
|
18K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
17.7KNew |
$225K - $261K
|
17.7K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
16.8K+ 71.54% |
$214K - $248K
|
40.3K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.6KNew |
$160K - $186K
|
12.6K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.6K+ 21.75% |
$109K - $127K
|
48.1K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.22K+ 3.48% |
$105K - $122K
|
244K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6.75K+ 3647.57% |
$85.8K - $99.7K
|
6.93K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.51K+ 7.32% |
$57.3K - $66.6K
|
66.1K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
3.99K+ 3.44% |
$50.7K - $59K
|
120K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.93KNew |
$37.2K - $43.3K
|
2.93K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.68KNew |
$34K - $39.6K
|
2.68K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.15K+ 8.55% |
$27.4K - $31.8K
|
27.3K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1KNew |
$12.7K - $14.8K
|
1K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
975New |
$12.4K - $14.4K
|
975
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
776+ 3.07% |
$9.86K - $11.5K
|
26.1K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
127+ 1.12% |
$1.61K - $1.88K
|
11.5K
$0
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
50New |
$636 - $739
|
50
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
27+ 2.09% |
$343 - $399
|
1.32K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
3+ 1.76% |
$38.1 - $44.3
|
173
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-10- 0.19% |
$127 - $148
|
5.19K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-158- 1.16% |
$2.01K - $2.34K
|
13.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-193- 1.31% |
$2.45K - $2.85K
|
14.6K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-460- 48.94% |
$5.85K - $6.8K
|
480
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-471- 1.55% |
$5.99K - $6.96K
|
30K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-555- 5.05% |
$7.05K - $8.2K
|
10.4K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-573- 1.32% |
$7.28K - $8.47K
|
42.9K
$0
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-573- 1.32% |
$7.28K - $8.47K
|
42.9K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.63K- 0.3% |
$20.7K - $24.1K
|
542K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.7K- 8.1% |
$21.6K - $25.1K
|
19.2K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.98K- 1.83% |
$25.2K - $29.3K
|
106K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.39K- 11.66% |
$30.4K - $35.3K
|
18.1K
$0
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.98K- 14.19% |
$37.8K - $44K
|
18K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.38K- 11.21% |
$42.9K - $49.9K
|
26.8K
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-3.6K- 7.52% |
$45.7K - $53.1K
|
44.2K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.66K- 3.11% |
$59.2K - $68.9K
|
145K
$0
|