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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2020
Q3 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.26KClosed |
$20.4K - $24.8K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
First Manhattan CO
New York, NY |
SELL
|
- |
-57Closed |
$513 - $624
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-11.2KClosed |
$101K - $122K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Keudell
|
SELL
|
- |
-16.2KClosed |
$146K - $178K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 07, 2020
Q2 2020
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
10KNew |
$87.6K - $131K
|
10K
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-100Closed |
$876 - $1.31K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.27K- 99.86% |
$47K - $169K
|
10
$0
|
|
|
May 15, 2020
Q1 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-289Closed |
$1.87K - $6.72K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Stephens Inc
|
SELL
|
- |
-93.2KClosed |
$602K - $2.17M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.47KClosed |
$9.51K - $34.2K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.57KClosed |
$10.2K - $36.6K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-24.9KClosed |
$161K - $579K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-1.2KClosed |
$7.77K - $28K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-95Closed |
$614 - $2.21K
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-39.4KClosed |
$255K - $916K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-51Closed |
$1.03K - $1.17K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-320Closed |
$6.44K - $7.32K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-8.27KClosed |
$166K - $189K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Next Capital Management LLC
|
SELL
|
- |
-23.6KClosed |
$487K - $552K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.11KClosed |
$43.4K - $49.3K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-442Closed |
$9.11K - $10.3K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Concorde Asset Management, LLC
|
SELL
|
- |
-12.9KClosed |
$266K - $302K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-24.8KClosed |
$533K - $570K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-71.9KClosed |
$1.4M - $1.56M
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-163KClosed |
$3.16M - $3.54M
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-104KClosed |
$2.01M - $2.25M
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-20.1KClosed |
$362K - $451K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-8.69KClosed |
$156K - $195K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Nine Masts Capital LTD
|
SELL
|
- |
-11.7KClosed |
$210K - $262K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-49.5KClosed |
$890K - $1.11M
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-325Closed |
$5.84K - $7.28K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-14.2KClosed |
$255K - $318K
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-9.75KClosed |
$175K - $218K
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.47KClosed |
$26.4K - $32.8K
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-47.6KClosed |
$856K - $1.07M
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Kcs Wealth Advisory
|
SELL
|
- |
-15KClosed |
$269K - $335K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10.1KClosed |
$222K - $236K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-6.26KClosed |
$138K - $147K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
131New |
$2.9K - $3.08K
|
131
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Washington Trust CO
|
SELL
|
- |
-300Closed |
$6.64K - $7.04K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-200Closed |
$4.42K - $4.7K
|
0
$0
|
|
|
Oct 22, 2018
Q3 2018
|
Regions Financial Corp
|
SELL
|
- |
-600Closed |
$13.3K - $14.1K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 19, 2018
Q2 2018
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-37.7KClosed |
$814K - $878K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 09, 2018
Q1 2018
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-25.7KClosed |
$554K - $705K
|
0
$0
|
|
|
May 07, 2018
Q1 2018
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
154KNew |
$3.31M - $4.21M
|
154K
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-3.39KClosed |
$72.9K - $92.9K
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-100Closed |
$2.15K - $2.74K
|
0
$0
|
|
|
Apr 09, 2018
Q1 2018
|
Trust CO
|
SELL
|
- |
-200Closed |
$4.3K - $5.48K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
6.26KNew |
$135K - $166K
|
6.26K
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Allen Investment Management LLC
|
SELL
|
- |
-52.1KClosed |
$1.12M - $1.38M
|
0
$0
|
|