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 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.75K- 18.67% |
$60.4K - $70.2K
|
20.7K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.86K- 3.81% |
$61.8K - $71.9K
|
123K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-5.16K- 1.32% |
$65.5K - $76.2K
|
386K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-6.22K- 4.98% |
$79K - $91.9K
|
119K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.6K- 6.15% |
$96.6K - $112K
|
116K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.9K- 17.04% |
$139K - $162K
|
53.2K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.4K- 99.99% |
$158K - $183K
|
1
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.4K- 17.76% |
$158K - $184K
|
57.6K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.6K- 63.76% |
$224K - $261K
|
10K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-24K- 19.57% |
$306K - $355K
|
98.8K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-45.3K- 40.92% |
$576K - $670K
|
65.4K
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-68.2K- 21.32% |
$867K - $1.01M
|
252K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-71.1K- 40.77% |
$904K - $1.05M
|
103K
$0
|