Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
107K+ 36.68% |
$1.51M - $1.8M
|
397K
$0
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
107K+ 36.68% |
$1.51M - $1.8M
|
397K
$0
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
105KNew |
$1.49M - $1.77M
|
105K
$0
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
93K+ 43.52% |
$1.32M - $1.57M
|
307K
$0
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.8K+ 75.7% |
$564K - $672K
|
92.4K
$0
|
|
Aug 05, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
36.8K+ 10.37% |
$522K - $622K
|
392K
$0
|
|
Aug 15, 2022
Q2 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
15.1K+ 16.47% |
$214K - $255K
|
107K
$0
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.1K+ 2.78% |
$213K - $254K
|
558K
$0
|
|
Jul 20, 2022
Q2 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
14.6K+ 22.74% |
$206K - $246K
|
78.5K
$0
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13K+ 14.39% |
$184K - $219K
|
103K
$0
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
12.5KNew |
$177K - $211K
|
12.5K
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.1K+ 26.22% |
$172K - $205K
|
58.3K
$0
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.9K+ 5.08% |
$155K - $184K
|
226K
$0
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
10K+ 84.33% |
$142K - $169K
|
21.9K
$0
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
7.63KNew |
$108K - $129K
|
7.63K
$0
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.86KNew |
$68.8K - $82K
|
4.86K
$0
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
4.47K+ 2.1% |
$63.4K - $75.5K
|
218K
$0
|
|
Aug 12, 2022
Q2 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
2.21K+ 2.11% |
$31.3K - $37.3K
|
107K
$0
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.76K+ 3.11% |
$24.9K - $29.7K
|
58.3K
$0
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.16K+ 10.36% |
$16.4K - $19.5K
|
12.3K
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
721New |
$10.2K - $12.2K
|
721
$0
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
540+ 1.44% |
$7.65K - $9.12K
|
38K
$0
|
|
Jul 27, 2022
Q2 2022
|
Clarus Group, Inc.
|
BUY
|
- |
415+ 3.72% |
$5.88K - $7.01K
|
11.6K
$0
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
288+ 15.39% |
$4.08K - $4.86K
|
2.16K
$0
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
286+ 1.41% |
$4.05K - $4.83K
|
20.6K
$0
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
284+ 1.03% |
$4.02K - $4.79K
|
27.9K
$0
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
104+ 0.97% |
$1.47K - $1.76K
|
10.8K
$0
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
95+ 0.09% |
$1.35K - $1.6K
|
105K
$0
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
21+ 1.83% |
$298 - $354
|
1.17K
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14+ 0.13% |
$198 - $236
|
10.8K
$0
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
2+ 1.29% |
$28.3 - $33.8
|
157
$0
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
2+ 0.02% |
$28.3 - $33.8
|
11.9K
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7- 0.03% |
$99.2 - $118
|
21.4K
$0
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-36- 1.94% |
$510 - $608
|
1.82K
$0
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-120- 33.71% |
$1.7K - $2.03K
|
236
$0
|
|
Aug 08, 2022
Q2 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-155- 0.38% |
$2.2K - $2.62K
|
41.2K
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-260- 2.17% |
$3.68K - $4.39K
|
11.7K
$0
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-511- 2.61% |
$7.24K - $8.63K
|
19.1K
$0
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-614- 44.33% |
$8.7K - $10.4K
|
771
$0
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-809- 4.12% |
$11.5K - $13.7K
|
18.8K
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-856- 0.39% |
$12.1K - $14.4K
|
220K
$0
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-920- 1.02% |
$13K - $15.5K
|
89.3K
$0
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.12K- 1.42% |
$15.9K - $19K
|
78K
$0
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.48K- 5.22% |
$21K - $25K
|
26.9K
$0
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.14K- 29.15% |
$30.4K - $36.2K
|
5.21K
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.86KClosed |
$68.8K - $82K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.99K- 2.0% |
$70.7K - $84.2K
|
244K
$0
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.88K- 8.75% |
$97.5K - $116K
|
71.7K
$0
|