Purchases and Sales Made in Q4 2021 in First Trust Energy Income & Growth Fund (FEN)

FEN Quotes by TradingView

This table provides information about the institutional ownership of First Trust Energy Income & Growth Fund (FEN) during Q4 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
Feb 08, 2022 Q4 2021
Stegent Equity Advisors, Inc.

Houston, TX
BUY
 -
126K
New
$1.61M - $1.91M
126K $0
Feb 09, 2022 Q4 2021
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
113K
+ 114.67%
$1.44M - $1.72M
211K $0
Feb 23, 2022 Q4 2021
Mystic Asset Management, Inc.

Warwick, RI
BUY
 -
98.1K
New
$1.26M - $1.49M
98.1K $0
Feb 03, 2022 Q4 2021
Northwestern Mutual Wealth Management CO

BUY
 -
63.8K
+ 13.89%
$816K - $970K
523K $0
May 20, 2022 Q4 2021
Coastal Bridge Advisors, LLC

BUY
 -
62.3K
+ 15.05%
$797K - $947K
476K $0
Feb 08, 2022 Q4 2021
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
56.2K
New
$718K - $854K
56.2K $0
Feb 14, 2022 Q4 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
41.1K
+ 191.44%
$526K - $625K
62.6K $0
Feb 15, 2022 Q4 2021
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
38.4K
+ 11.82%
$492K - $584K
364K $0
Feb 14, 2022 Q4 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
30.2K
+ 15.13%
$386K - $459K
230K $0
Feb 08, 2022 Q4 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
18.6K
+ 9.81%
$238K - $283K
208K $0
Feb 09, 2022 Q4 2021
Umb Bank, N.A.

BUY
 -
13.3K
New
$170K - $202K
13.3K $0
Jan 25, 2022 Q4 2021
All Season Financial Advisors, Inc.

BUY
 -
12.4K
New
$159K - $189K
12.4K $0
Feb 07, 2022 Q4 2021
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
11.8K
New
$150K - $179K
11.8K $0
Jan 14, 2022 Q4 2021
Wedmont Private Capital

BUY
 -
10.6K
New
$135K - $161K
10.6K $0
Feb 03, 2022 Q4 2021
Schnieders Capital Management LLC

BUY
 -
10.2K
New
$130K - $155K
10.2K $0
Feb 09, 2022 Q4 2021
Wolverine Asset Management LLC

BUY
 -
7.19K
New
$92K - $109K
7.19K $0
Jan 24, 2022 Q4 2021
Altfest L J & CO Inc

BUY
 -
7.03K
+ 4.82%
$89.9K - $107K
153K $0
Feb 01, 2022 Q4 2021
Fifth Third Bancorp

BUY
 -
5.6K
New
$71.6K - $85.1K
5.6K $0
Feb 14, 2022 Q4 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
3.88K
+ 7.37%
$49.7K - $59K
56.6K $0
Feb 14, 2022 Q4 2021
Truist Financial Corp

BUY
 -
3.71K
+ 11.0%
$47.5K - $56.4K
37.4K $0
Feb 14, 2022 Q4 2021
Guggenheim Capital LLC

Chicago, IL
BUY
 -
3.56K
+ 1.13%
$45.5K - $54K
319K $0
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
3.23K
+ 44.29%
$41.3K - $49K
10.5K $0
Feb 08, 2022 Q4 2021
Steward Partners Investment Advisory, LLC

BUY
 -
3.2K
+ 299.07%
$40.9K - $48.6K
4.27K $0
Feb 15, 2022 Q4 2021
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
1.85K
New
$23.6K - $28.1K
1.85K $0
Feb 11, 2022 Q4 2021
Sit Investment Associates Inc

Minneapolis, MN
BUY
 -
1K
New
$12.8K - $15.2K
1K $0
Feb 14, 2022 Q4 2021
Ubs Group Ag

BUY
 -
1K
+ 0.42%
$12.8K - $15.2K
237K $0
Feb 02, 2022 Q4 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
910
+ 2.41%
$11.6K - $13.8K
38.7K $0
Jan 31, 2022 Q4 2021
Commonwealth Equity Services, LLC

BUY
 -
842
+ 0.96%
$10.8K - $12.8K
88.7K $0
Feb 10, 2022 Q4 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
297
+ 1.57%
$3.8K - $4.51K
19.2K $0
Feb 14, 2022 Q4 2021
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
100
New
$1.28K - $1.52K
100 $0
Jan 19, 2022 Q4 2021
Pinnacle Bancorp, Inc.

BUY
 -
22
+ 2.0%
$281 - $334
1.12K $0
Jan 21, 2022 Q4 2021
Allworth Financial LP

BUY
 -
3
+ 2.0%
$38.4 - $45.6
153 $0
Feb 07, 2022 Q4 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 02, 2022 Q4 2021
Clearview Wealth Advisors LLC

SELL
 -
-62
- 33.51%
$793 - $942
123 $0
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-100
- 12.5%
$1.28K - $1.52K
700 $0
Feb 14, 2022 Q4 2021
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-222
- 13.86%
$2.84K - $3.37K
1.38K $0
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-335
Closed
$4.28K - $5.09K
0 $0
Feb 02, 2022 Q4 2021
Bison Wealth, LLC

SELL
 -
-423
- 3.32%
$5.41K - $6.43K
12.3K $0
Feb 10, 2022 Q4 2021
Black Rock Inc.

New York, NY
SELL
 -
-542
Closed
$6.93K - $8.24K
0 $0
Feb 08, 2022 Q4 2021
Smith, Moore & Co.

Clayton, MO
SELL
 -
-650
- 2.73%
$8.31K - $9.88K
23.2K $0
Feb 14, 2022 Q4 2021
Royal Bank Of Canada

Toronto, A6
SELL
 -
-923
- 1.2%
$11.8K - $14K
76.2K $0
Jan 31, 2022 Q4 2021
Cwm, LLC

SELL
 -
-974
- 48.82%
$12.5K - $14.8K
1.02K $0
Feb 11, 2022 Q4 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-1.35K
- 4.53%
$17.3K - $20.5K
28.4K $0
Feb 03, 2022 Q4 2021
Cambridge Investment Research Advisors, Inc.

SELL
 -
-1.64K
- 7.75%
$20.9K - $24.9K
19.5K $0
Feb 17, 2022 Q4 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-3.98K
- 4.79%
$50.9K - $60.5K
79.1K $0
Feb 08, 2022 Q4 2021
Ranch Capital Advisors Inc.

Sarasota, FL
SELL
 -
-4.24K
Closed
$54.2K - $64.4K
0 $0
Feb 11, 2022 Q4 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-5.6K
- 89.6%
$71.6K - $85.1K
650 $0
Mar 11, 2022 Q4 2021
Bokf, Na

Tulsa, OK
SELL
 -
-5.84K
- 21.02%
$74.7K - $88.8K
21.9K $0
Feb 08, 2022 Q4 2021
Bank Of America Corp

Charlotte, NC
SELL
 -
-6.01K
- 7.89%
$76.9K - $91.4K
70.3K $0

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