Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
144K+ 229.66% |
$2.05M - $2.33M
|
206K
$0
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
139K+ 182.65% |
$1.99M - $2.26M
|
215K
$0
|
|
May 16, 2022
Q1 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
91.8KNew |
$1.31M - $1.49M
|
91.8K
$0
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
67KNew |
$956K - $1.09M
|
67K
$0
|
|
Apr 14, 2022
Q1 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
64KNew |
$914K - $1.04M
|
64K
$0
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.3K+ 17.06% |
$604K - $687K
|
291K
$0
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.5K+ 3.72% |
$278K - $316K
|
543K
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.1K+ 8.33% |
$273K - $310K
|
249K
$0
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.6K+ 32.39% |
$266K - $302K
|
76.2K
$0
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.1K+ 21.79% |
$230K - $262K
|
90.2K
$0
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.5KNew |
$221K - $251K
|
15.5K
$0
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
15.2K+ 122.41% |
$217K - $247K
|
27.6K
$0
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
14.5KNew |
$208K - $236K
|
14.5K
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13K+ 6.25% |
$186K - $211K
|
221K
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12KNew |
$171K - $194K
|
12K
$0
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
11.9KNew |
$170K - $193K
|
11.9K
$0
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
11.2KNew |
$160K - $181K
|
11.2K
$0
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.36K+ 11.9% |
$119K - $136K
|
78.6K
$0
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
8.11K+ 2.23% |
$116K - $132K
|
372K
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.55K+ 19.52% |
$108K - $122K
|
46.2K
$0
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
6.43K+ 6.55% |
$91.7K - $104K
|
105K
$0
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.86KNew |
$69.4K - $78.8K
|
4.86K
$0
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.23K+ 44.29% |
$46.1K - $52.3K
|
10.5K
$0
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.3K+ 1.09% |
$32.8K - $37.3K
|
214K
$0
|
|
May 12, 2022
Q1 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
2K+ 200.0% |
$28.6K - $32.4K
|
3K
$0
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2KNew |
$28.6K - $32.4K
|
2K
$0
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.8K+ 13.52% |
$25.6K - $29.1K
|
15.1K
$0
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.49K+ 1.68% |
$21.3K - $24.2K
|
90.2K
$0
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1.33KNew |
$19K - $21.6K
|
1.33K
$0
|
|
May 09, 2022
Q1 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.31K+ 3.28% |
$18.8K - $21.3K
|
41.3K
$0
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.09K+ 5.68% |
$15.6K - $17.7K
|
20.3K
$0
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1K+ 153.85% |
$14.3K - $16.2K
|
1.65K
$0
|
|
May 13, 2022
Q1 2022
|
Clarus Group, Inc.
|
BUY
|
- |
690+ 6.6% |
$9.85K - $11.2K
|
11.1K
$0
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
491+ 35.58% |
$7.01K - $7.96K
|
1.87K
$0
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
421+ 6.07% |
$6.01K - $6.83K
|
7.35K
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
391+ 0.7% |
$5.58K - $6.34K
|
56.6K
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
153+ 0.79% |
$2.18K - $2.48K
|
19.6K
$0
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
103+ 0.97% |
$1.47K - $1.67K
|
10.7K
$0
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
40+ 0.11% |
$571 - $649
|
37.5K
$0
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
22+ 1.96% |
$314 - $357
|
1.15K
$0
|
|
May 13, 2022
Q1 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
9+ 0.49% |
$129 - $146
|
1.86K
$0
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
2+ 1.31% |
$28.6 - $32.4
|
155
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-50- 0.18% |
$714 - $811
|
28.4K
$0
|
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-100- 0.98% |
$1.43K - $1.62K
|
10.1K
$0
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-300Closed |
$4.28K - $4.87K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-407- 3.62% |
$5.81K - $6.6K
|
10.8K
$0
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-412- 3.35% |
$5.88K - $6.68K
|
11.9K
$0
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-514- 2.34% |
$7.34K - $8.34K
|
21.4K
$0
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4K- 7.08% |
$57.2K - $64.9K
|
52.6K
$0
|