Latest Institutional Transactions on First Trust Energy Income & Growth Fund (FEN)
This table provides information on the latest institutional transactions involving First Trust Energy Income & Growth Fund (FEN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-132K- 99.25% |
$0 - $2.19M
|
1K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
955+ 10.06% |
$0 - $15.8K
|
10.5K
$0
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
127KNew |
$1.78M - $2.08M
|
127K
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
517KNew |
$7.23M - $8.45M
|
517K
$0
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.3KNew |
$382K - $447K
|
27.3K
$0
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
500New |
$6.99K - $8.17K
|
500
$0
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
240K+ 116.17% |
$3.35M - $3.92M
|
446K
$0
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10K+ 6.62% |
$140K - $164K
|
161K
$0
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
16.4K+ 6.47% |
$230K - $269K
|
270K
$0
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.67K- 18.35% |
$37.4K - $43.7K
|
11.9K
$0
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-500- 11.71% |
$6.99K - $8.17K
|
3.77K
$0
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
81.3K+ 450.49% |
$1.14M - $1.33M
|
99.4K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.66K- 13.82% |
$37.2K - $43.4K
|
16.6K
$0
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-37.6K- 14.95% |
$526K - $615K
|
214K
$0
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.81K- 28.55% |
$109K - $128K
|
19.5K
$0
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.75K+ 13.78% |
$24.5K - $28.6K
|
14.5K
$0
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
29.1KNew |
$407K - $475K
|
29.1K
$0
|
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-34K- 28.68% |
$475K - $555K
|
84.6K
$0
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
21.3KNew |
$298K - $348K
|
21.3K
$0
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.7K+ 97.95% |
$373K - $436K
|
53.9K
$0
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.7KNew |
$205K - $239K
|
14.7K
$0
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-116K- 15.49% |
$1.63M - $1.9M
|
635K
$0
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6- 0.04% |
$83.9 - $98
|
13.5K
$0
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-421- 0.08% |
$5.89K - $6.88K
|
541K
$0
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.8KNew |
$164K - $192K
|
11.8K
$0
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.3K- 7.19% |
$18.1K - $21.2K
|
16.7K
$0
|
|
|
May 14, 2024
Q1 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
286K+ 280.55% |
$3.99M - $4.67M
|
388K
$0
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.78K+ 0.35% |
$24.8K - $29K
|
515K
$0
|
|
|
May 14, 2024
Q1 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
212KNew |
$2.96M - $3.46M
|
212K
$0
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-10K- 75.76% |
$140K - $163K
|
3.2K
$0
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
785+ 80.51% |
$11K - $12.8K
|
1.76K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.46K- 16.7% |
$48.3K - $56.5K
|
17.2K
$0
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7.31K- 18.14% |
$102K - $119K
|
33K
$0
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-17.4K- 11.61% |
$243K - $284K
|
132K
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-19.7K- 13.55% |
$275K - $321K
|
125K
$0
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-125- 1.2% |
$1.75K - $2.04K
|
10.3K
$0
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.5K- 87.38% |
$62.9K - $73.5K
|
650
$0
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-970- 3.23% |
$13.6K - $15.8K
|
29K
$0
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-26.3K- 22.01% |
$368K - $430K
|
93.2K
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-38.7K- 33.35% |
$541K - $632K
|
77.3K
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
199+ 19900.0% |
$2.78K - $3.25K
|
200
$0
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.6K- 18.48% |
$149K - $174K
|
46.9K
$0
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-143- 1.2% |
$2K - $2.34K
|
11.8K
$0
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.8K- 1.82% |
$25.1K - $29.4K
|
97K
$0
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.1K+ 76.15% |
$672K - $785K
|
111K
$0
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-9.05K- 13.7% |
$127K - $148K
|
57K
$0
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-1.09K- 0.91% |
$15.2K - $17.8K
|
119K
$0
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
945+ 5.22% |
$13.2K - $15.4K
|
19.1K
$0
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.34K- 1.26% |
$18.7K - $21.9K
|
105K
$0
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-66- 0.53% |
$923 - $1.08K
|
12.5K
$0
|
|