Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.67K- 18.35% |
$37.4K - $43.7K
|
11.9K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.93KClosed |
$41K - $47.9K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.46K- 16.7% |
$48.3K - $56.5K
|
17.2K
$0
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.5K- 87.38% |
$62.9K - $73.5K
|
650
$0
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7.31K- 18.14% |
$102K - $119K
|
33K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-7.61K- 28.45% |
$106K - $124K
|
19.1K
$0
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.81K- 28.55% |
$109K - $128K
|
19.5K
$0
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-9.05K- 13.7% |
$127K - $148K
|
57K
$0
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-10K- 75.76% |
$140K - $163K
|
3.2K
$0
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.6K- 18.48% |
$149K - $174K
|
46.9K
$0
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-17.4K- 11.61% |
$243K - $284K
|
132K
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-19.7K- 13.55% |
$275K - $321K
|
125K
$0
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-26.3K- 22.01% |
$368K - $430K
|
93.2K
$0
|
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-34K- 28.68% |
$475K - $555K
|
84.6K
$0
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-37.6K- 14.95% |
$526K - $615K
|
214K
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-38.7K- 33.35% |
$541K - $632K
|
77.3K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-44.4K- 18.15% |
$620K - $725K
|
200K
$0
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-116K- 15.49% |
$1.63M - $1.9M
|
635K
$0
|