Purchases and Sales Made in Q4 2022 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 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
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

BUY
 -
78.9K
+ 232.67%
$1.1M - $1.25M
113K $0
Feb 01, 2023 Q4 2022
Wolverine Asset Management LLC

BUY
 -
78.1K
New
$1.09M - $1.24M
78.1K $0
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
BUY
 -
77.3K
+ 18.41%
$1.08M - $1.23M
497K $0
Feb 14, 2023 Q4 2022
Cohen & Steers, Inc.

New York, NY
BUY
 -
62.9K
New
$881K - $998K
62.9K $0
Feb 14, 2023 Q4 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
51.9K
New
$726K - $823K
51.9K $0
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
19K
+ 4.51%
$266K - $302K
441K $0
Feb 10, 2023 Q4 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
16.6K
+ 140.8%
$232K - $263K
28.3K $0
Feb 08, 2023 Q4 2022
Ubs Group Ag

BUY
 -
12.9K
+ 5.73%
$180K - $204K
237K $0
Feb 14, 2023 Q4 2022
Alpine Global Management, LLC

New York, NY
BUY
 -
12.8K
New
$179K - $203K
12.8K $0
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
12.1K
+ 7.47%
$169K - $192K
174K $0
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
10.3K
New
$144K - $163K
10.3K $0
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
7.84K
+ 7.16%
$110K - $124K
117K $0
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
5.75K
+ 99.05%
$80.5K - $91.3K
11.6K $0
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
4.5K
+ 272.73%
$63K - $71.4K
6.15K $0
Feb 14, 2023 Q4 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
3.88K
+ 1.7%
$54.3K - $61.6K
233K $0
Feb 10, 2023 Q4 2022
Csenge Advisory Group

BUY
 -
3.64K
+ 27.27%
$50.9K - $57.8K
17K $0
Feb 10, 2023 Q4 2022
Sit Investment Associates Inc

Minneapolis, MN
BUY
 -
3K
+ 100.0%
$42K - $47.6K
6K $0
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.8K
+ 14.89%
$39.2K - $44.4K
21.6K $0
Feb 03, 2023 Q4 2022
Ellevest, Inc.

BUY
 -
2.5K
New
$35K - $39.7K
2.5K $0
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

BUY
 -
1.65K
+ 4.99%
$23.1K - $26.2K
34.8K $0
Feb 03, 2023 Q4 2022
Mystic Asset Management, Inc.

Warwick, RI
BUY
 -
1.2K
+ 1.05%
$16.8K - $19K
116K $0
Feb 01, 2023 Q4 2022
All Season Financial Advisors, Inc.

BUY
 -
884
+ 3.03%
$12.4K - $14K
30K $0
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

BUY
 -
751
+ 0.86%
$10.5K - $11.9K
88.1K $0
Sep 01, 2023 Q4 2022
Jag Capital Management, LLC

BUY
 -
620
New
$8.68K - $9.84K
620 $0
Feb 08, 2023 Q4 2022
L.M. Kohn & Company

BUY
 -
430
+ 2.96%
$6.02K - $6.82K
15K $0
Jan 19, 2023 Q4 2022
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
320
New
$4.48K - $5.08K
320 $0
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
299
+ 1.28%
$4.19K - $4.75K
23.7K $0
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
130
New
$1.82K - $2.06K
130 $0
Jan 09, 2023 Q4 2022
Wedmont Private Capital

BUY
 -
109
+ 1.0%
$1.53K - $1.73K
11K $0
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
90
+ 90.0%
$1.26K - $1.43K
190 $0
Jan 24, 2023 Q4 2022
Pinnacle Bancorp, Inc.

BUY
 -
23
+ 1.94%
$322 - $365
1.21K $0
Feb 10, 2023 Q4 2022
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
8
+ 0.44%
$112 - $127
1.84K $0
Jan 13, 2023 Q4 2022
Allworth Financial LP

BUY
 -
3
+ 1.89%
$42 - $47.6
162 $0
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3
+ 0.23%
$42 - $47.6
1.29K $0
Feb 07, 2023 Q4 2022
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
2
New
$28 - $31.7
2 $0
Jan 10, 2023 Q4 2022
Soa Wealth Advisors, Llc.

BUY
 -
1
+ 0.45%
$14 - $15.9
223 $0
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 13, 2023 Q4 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-201
- 4.19%
$2.81K - $3.19K
4.59K $0
Feb 14, 2023 Q4 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-216
- 1.85%
$3.02K - $3.43K
11.5K $0
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
SELL
 -
-350
- 50.0%
$4.9K - $5.55K
350 $0
Feb 17, 2023 Q4 2022
Truist Financial Corp

SELL
 -
-370
- 0.97%
$5.18K - $5.87K
37.7K $0
Feb 09, 2023 Q4 2022
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-499
- 0.47%
$6.99K - $7.92K
105K $0
Feb 13, 2023 Q4 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-847
- 1.13%
$11.9K - $13.4K
74.2K $0
Feb 07, 2023 Q4 2022
Garrison Asset Management, LLC

SELL
 -
-872
- 2.12%
$12.2K - $13.8K
40.2K $0
Feb 03, 2023 Q4 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-1.07K
- 1.78%
$15K - $17K
59.4K $0
Feb 10, 2023 Q4 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-1.22K
- 1.7%
$17.1K - $19.4K
70.4K $0
Feb 10, 2023 Q4 2022
Bison Wealth, LLC

SELL
 -
-1.41K
- 11.36%
$19.7K - $22.3K
11K $0
Feb 01, 2023 Q4 2022
Cwm, LLC

SELL
 -
-1.5K
- 59.5%
$21K - $23.8K
1.02K $0
Feb 13, 2023 Q4 2022
Bokf, Na

Tulsa, OK
SELL
 -
-1.73K
- 8.31%
$24.2K - $27.5K
19.1K $0

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