Latest Institutional Purchases of First Trust Energy Income & Growth Fund (FEN)
This list provides information on the latest institutional transactions involving First Trust Energy Income & Growth Fund (FEN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.3KNew |
$144K - $163K
|
10.3K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
2.5KNew |
$35K - $39.7K
|
2.5K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
884+ 3.03% |
$12.4K - $14K
|
30K
$0
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
620New |
$8.68K - $9.84K
|
620
$0
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
430+ 2.96% |
$6.02K - $6.82K
|
15K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
8+ 0.44% |
$112 - $127
|
1.84K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2New |
$28 - $31.7
|
2
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.45% |
$14 - $15.9
|
223
$0
|
|
| Q3 2022 | |||||||
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
13.3KNew |
$187K - $216K
|
13.3K
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.8KNew |
$25.3K - $29.2K
|
1.8K
$0
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
208+ 1.69% |
$2.92K - $3.37K
|
12.5K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
102+ 0.1% |
$1.43K - $1.65K
|
105K
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
15.1K+ 16.47% |
$214K - $255K
|
107K
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
721New |
$10.2K - $12.2K
|
721
$0
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2KNew |
$28.6K - $32.4K
|
2K
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1.33KNew |
$19K - $21.6K
|
1.33K
$0
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Terril Brothers, Inc.
|
BUY
|
- |
14.2KNew |
$182K - $216K
|
14.2K
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
400+ 17.39% |
$5.29K - $5.98K
|
2.7K
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.09KNew |
$36.8K - $44.7K
|
4.09K
$0
|
|
| Q2 2020 | |||||||
|
Aug 07, 2020
Q2 2020
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
10KNew |
$87.6K - $131K
|
10K
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
131New |
$2.9K - $3.08K
|
131
$0
|
|
| Q1 2018 | |||||||
|
May 07, 2018
Q1 2018
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
154KNew |
$3.31M - $4.21M
|
154K
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
6.26KNew |
$135K - $166K
|
6.26K
$0
|
|