Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
276KNew |
$3.64M - $4.12M
|
276K
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
47.6K+ 33.48% |
$629K - $711K
|
190K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
36K+ 8.5% |
$476K - $538K
|
459K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
34.5K+ 12.26% |
$456K - $515K
|
316K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
27.4K+ 5.5% |
$362K - $409K
|
526K
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
27.1K+ 22.79% |
$358K - $404K
|
146K
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.3K+ 11.94% |
$281K - $318K
|
199K
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Reitz Capital Advisors LLC
|
BUY
|
- |
20.3KNew |
$268K - $303K
|
20.3K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
17K+ 5.52% |
$225K - $254K
|
325K
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.08K+ 12.25% |
$107K - $121K
|
74K
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.44K+ 74.62% |
$71.9K - $81.2K
|
12.7K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.9K+ 5.33% |
$51.6K - $58.3K
|
77.1K
$0
|
|
|
May 20, 2022
Q3 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3K+ 0.57% |
$39.7K - $44.8K
|
529K
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.99K+ 25.66% |
$39.5K - $44.7K
|
14.6K
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.89K+ 5.58% |
$24.9K - $28.2K
|
35.7K
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
542New |
$7.17K - $8.1K
|
542
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
400+ 17.39% |
$5.29K - $5.98K
|
2.7K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
300+ 1.61% |
$3.97K - $4.48K
|
18.9K
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
234+ 0.62% |
$3.09K - $3.5K
|
37.8K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
226+ 1.06% |
$2.99K - $3.38K
|
21.5K
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
22+ 2.04% |
$291 - $329
|
1.1K
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
3+ 2.04% |
$39.7 - $44.8
|
150
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.54% |
$13.2 - $14.9
|
185
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-81- 0.38% |
$1.07K - $1.21K
|
21.1K
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-186- 0.55% |
$2.46K - $2.78K
|
33.7K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-250- 23.81% |
$3.31K - $3.74K
|
800
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-326Closed |
$4.31K - $4.87K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-498- 3.76% |
$6.58K - $7.44K
|
12.7K
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-846- 2.76% |
$11.2K - $12.6K
|
29.8K
$0
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-952- 1.13% |
$12.6K - $14.2K
|
83.1K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.33K- 1.72% |
$17.6K - $19.9K
|
76.3K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.44K- 0.61% |
$19.1K - $21.6K
|
236K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.68K- 6.59% |
$22.2K - $25.1K
|
23.8K
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Garrison Asset Management, LLC
|
SELL
|
- |
-2.04K- 4.15% |
$27K - $30.5K
|
47.2K
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.26K- 3.58% |
$43.1K - $48.7K
|
87.9K
$0
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4.05K- 93.1% |
$53.5K - $60.5K
|
300
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-6.63KClosed |
$87.6K - $99K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.66K- 21.61% |
$101K - $114K
|
27.8K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.96K- 84.83% |
$118K - $134K
|
1.6K
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Schnieders Capital Management LLC
|
SELL
|
- |
-10.2KClosed |
$134K - $152K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.7K- 32.1% |
$155K - $175K
|
24.7K
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.2K- 10.21% |
$174K - $197K
|
116K
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Terril Brothers, Inc.
|
SELL
|
- |
-14.2KClosed |
$188K - $212K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-15.3K- 20.3% |
$202K - $228K
|
60K
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-17.9KClosed |
$237K - $268K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-47.9K- 74.82% |
$633K - $716K
|
16.1K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-119K- 69.27% |
$1.57M - $1.77M
|
52.7K
$0
|