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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.2K+ 111.41% |
$156K - $182K
|
21.2K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.14K+ 2.37% |
$16K - $18.7K
|
49.3K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-7.61K- 28.45% |
$106K - $124K
|
19.1K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
500New |
$6.99K - $8.17K
|
500
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
864+ 1.62% |
$12.1K - $14.1K
|
54.1K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 1.16% |
$28 - $32.7
|
175
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.93KClosed |
$41K - $47.9K
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
192KNew |
$2.68M - $3.13M
|
192K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-415- 3.64% |
$5.8K - $6.78K
|
11K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-44.4K- 18.15% |
$620K - $725K
|
200K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
27+ 2.05% |
$377 - $441
|
1.34K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
11.5KNew |
$161K - $188K
|
11.5K
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
129+ 1.12% |
$1.8K - $2.11K
|
11.6K
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-200- 8.3% |
$2.8K - $3.27K
|
2.21K
$0
|
|
| Q4 2023 | |||||||
|
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
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-5.16K- 1.32% |
$65.5K - $76.2K
|
386K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-10- 0.19% |
$127 - $148
|
5.19K
$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
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
65.2KNew |
$829K - $964K
|
65.2K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.68KNew |
$34K - $39.6K
|
2.68K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
776+ 3.07% |
$9.86K - $11.5K
|
26.1K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-45.3K- 40.92% |
$576K - $670K
|
65.4K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
17.7KNew |
$225K - $261K
|
17.7K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1KNew |
$12.7K - $14.8K
|
1K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-460- 48.94% |
$5.85K - $6.8K
|
480
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-3.6K- 7.52% |
$45.7K - $53.1K
|
44.2K
$0
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
50New |
$636 - $739
|
50
$0
|
|
| Q3 2023 | |||||||
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-300Closed |
$3.95K - $4.32K
|
0
$0
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-601- 50.0% |
$7.9K - $8.65K
|
601
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
70+ 0.68% |
$921 - $1.01K
|
10.3K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
206New |
$2.71K - $2.97K
|
206
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-28.1K- 72.69% |
$369K - $404K
|
10.5K
$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 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
780New |
$10.3K - $11.2K
|
780
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
11.8KNew |
$155K - $170K
|
11.8K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
40New |
$526 - $576
|
40
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
8New |
$105 - $115
|
8
$0
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23New |
$286 - $320
|
23
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-31- 25.2% |
$385 - $432
|
92
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
100New |
$1.24K - $1.39K
|
100
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.6K- 8.33% |
$19.8K - $22.2K
|
17.6K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-236- 53.15% |
$2.93K - $3.29K
|
208
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-972- 6.16% |
$12.1K - $13.5K
|
14.8K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
866New |
$10.8K - $12.1K
|
866
$0
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-203K- 46.06% |
$2.47M - $2.93M
|
238K
$0
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-90- 47.37% |
$1.09K - $1.3K
|
100
$0
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1KNew |
$12.2K - $14.4K
|
1K
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3.55K- 20.8% |
$43.2K - $51.3K
|
13.5K
$0
|
|
| Q4 2022 | |||||||
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
620New |
$8.68K - $9.84K
|
620
$0
|
|