Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
121KNew |
$1.47M - $1.75M
|
121K
$0
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
117K+ 149.91% |
$1.42M - $1.69M
|
195K
$0
|
|
May 12, 2023
Q1 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
98.9KNew |
$1.2M - $1.43M
|
98.9K
$0
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
40.2KNew |
$489K - $581K
|
40.2K
$0
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30.4K+ 10.11% |
$370K - $440K
|
331K
$0
|
|
May 15, 2023
Q1 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
27.7KNew |
$337K - $400K
|
27.7K
$0
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27K+ 25.58% |
$328K - $389K
|
132K
$0
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
22.5K+ 35.78% |
$274K - $325K
|
85.4K
$0
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
20.7K+ 7.87% |
$252K - $299K
|
284K
$0
|
|
May 12, 2023
Q1 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
16.3KNew |
$198K - $235K
|
16.3K
$0
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
7.2K+ 120.0% |
$87.6K - $104K
|
13.2K
$0
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.95K+ 22.95% |
$60.2K - $71.5K
|
26.5K
$0
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.27K+ 3.64% |
$51.9K - $61.7K
|
122K
$0
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.44K+ 7.02% |
$29.7K - $35.3K
|
37.2K
$0
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.88K+ 183.64% |
$22.8K - $27.1K
|
2.9K
$0
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.58K+ 0.48% |
$19.2K - $22.8K
|
332K
$0
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.14K+ 0.98% |
$13.8K - $16.4K
|
117K
$0
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1KNew |
$12.2K - $14.4K
|
1K
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
959+ 0.41% |
$11.7K - $13.8K
|
234K
$0
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
679+ 0.96% |
$8.26K - $9.8K
|
71.1K
$0
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
302+ 0.51% |
$3.67K - $4.36K
|
59.7K
$0
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
235+ 0.32% |
$2.86K - $3.39K
|
74.4K
$0
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
234+ 0.99% |
$2.85K - $3.38K
|
23.9K
$0
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
208+ 88.14% |
$2.53K - $3K
|
444
$0
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
122+ 1.11% |
$1.48K - $1.76K
|
11.1K
$0
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
59+ 0.15% |
$717 - $852
|
40.2K
$0
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
59+ 0.15% |
$717 - $852
|
40.2K
$0
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
25+ 2.06% |
$304 - $361
|
1.24K
$0
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
5+ 0.05% |
$60.8 - $72.2
|
11K
$0
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 1.23% |
$24.3 - $28.9
|
164
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-90- 47.37% |
$1.09K - $1.3K
|
100
$0
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-503- 0.57% |
$6.12K - $7.26K
|
87.6K
$0
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-831- 2.2% |
$10.1K - $12K
|
36.9K
$0
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-1.14K- 10.1% |
$13.9K - $16.5K
|
10.2K
$0
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-1.15K- 9.17% |
$14K - $16.6K
|
11.4K
$0
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.21K- 7.12% |
$14.7K - $17.5K
|
15.8K
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.31K- 11.37% |
$15.9K - $18.9K
|
10.2K
$0
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.36K- 1.29% |
$16.5K - $19.7K
|
104K
$0
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.53K- 4.51% |
$18.5K - $22K
|
32.3K
$0
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.12K- 6.99% |
$25.8K - $30.6K
|
28.2K
$0
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.42K- 15.15% |
$41.6K - $49.4K
|
19.2K
$0
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3.55K- 20.8% |
$43.2K - $51.3K
|
13.5K
$0
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.39K- 2.46% |
$65.5K - $77.8K
|
214K
$0
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.33K- 22.97% |
$77K - $91.4K
|
21.2K
$0
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.95K- 1.6% |
$96.6K - $115K
|
489K
$0
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.2K- 97.22% |
$137K - $162K
|
321
$0
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.4K- 40.09% |
$138K - $164K
|
17K
$0
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.1K- 6.93% |
$147K - $174K
|
162K
$0
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-24.5K- 21.75% |
$298K - $354K
|
88.3K
$0
|