Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
422KNew |
$5.93M - $6.84M
|
422K
$0
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33.9KNew |
$477K - $550K
|
33.9K
$0
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.1K+ 27.15% |
$352K - $407K
|
117K
$0
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.8K+ 5.73% |
$320K - $369K
|
420K
$0
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
13.3KNew |
$187K - $216K
|
13.3K
$0
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
11.2K+ 51.25% |
$158K - $182K
|
33.1K
$0
|
|
Oct 18, 2022
Q3 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
7.83K+ 7.33% |
$110K - $127K
|
115K
$0
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.28KNew |
$102K - $118K
|
7.28K
$0
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.09K+ 3.22% |
$99.7K - $115K
|
228K
$0
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.43K+ 2.84% |
$90.3K - $104K
|
233K
$0
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.32K+ 6.12% |
$88.8K - $102K
|
109K
$0
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
6.24K+ 2.86% |
$87.7K - $101K
|
224K
$0
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.79K+ 13.56% |
$39.2K - $45.2K
|
23.4K
$0
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.18K+ 3.74% |
$30.6K - $35.3K
|
60.5K
$0
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
2K+ 13.27% |
$28.1K - $32.4K
|
17.1K
$0
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.8KNew |
$25.3K - $29.2K
|
1.8K
$0
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
1.5K+ 146.91% |
$21.1K - $24.3K
|
2.52K
$0
|
|
Oct 27, 2022
Q3 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
1.27K+ 1.61% |
$17.8K - $20.5K
|
79.8K
$0
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.23K+ 4.4% |
$17.3K - $19.9K
|
29.1K
$0
|
|
Nov 09, 2022
Q3 2022
|
Clarus Group, Inc.
|
BUY
|
- |
1K+ 8.65% |
$14.1K - $16.2K
|
12.6K
$0
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
950+ 19.56% |
$13.3K - $15.4K
|
5.81K
$0
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
845+ 6.76% |
$11.9K - $13.7K
|
13.3K
$0
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
737+ 0.7% |
$10.4K - $12K
|
106K
$0
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
477+ 4.01% |
$6.7K - $7.74K
|
12.4K
$0
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
208+ 1.69% |
$2.92K - $3.37K
|
12.5K
$0
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
105+ 0.97% |
$1.48K - $1.7K
|
10.9K
$0
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
102+ 0.1% |
$1.43K - $1.65K
|
105K
$0
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
39+ 0.1% |
$548 - $633
|
38.1K
$0
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
21+ 1.8% |
$295 - $341
|
1.19K
$0
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
8+ 0.44% |
$112 - $130
|
1.83K
$0
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
2+ 1.27% |
$28.1 - $32.4
|
159
$0
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3- 0.03% |
$42.2 - $48.7
|
11.7K
$0
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-40- 0.37% |
$562 - $649
|
10.8K
$0
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-49- 0.26% |
$688 - $795
|
18.8K
$0
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-109- 0.15% |
$1.53K - $1.77K
|
71.6K
$0
|
|
Oct 21, 2022
Q3 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-127- 0.31% |
$1.78K - $2.06K
|
41K
$0
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-417- 8.01% |
$5.86K - $6.76K
|
4.79K
$0
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-451- 5.91% |
$6.34K - $7.32K
|
7.18K
$0
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-605- 2.82% |
$8.5K - $9.81K
|
20.8K
$0
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-870- 40.3% |
$12.2K - $14.1K
|
1.29K
$0
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-894- 1.02% |
$12.6K - $14.5K
|
86.8K
$0
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.58K- 5.88% |
$22.2K - $25.6K
|
25.3K
$0
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.95K- 2.18% |
$27.4K - $31.6K
|
87.4K
$0
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.97K- 3.81% |
$41.7K - $48.2K
|
75K
$0
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.82K- 1.25% |
$53.7K - $62K
|
303K
$0
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7.33K- 14.62% |
$103K - $119K
|
42.8K
$0
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.9K- 18.64% |
$153K - $176K
|
47.5K
$0
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-15.1K- 6.19% |
$212K - $245K
|
229K
$0
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-24.6K- 19.33% |
$346K - $399K
|
103K
$0
|