Purchases and Sales Made in Q4 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 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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-2.38K- 5.6% |
$33.4K - $37.8K
|
40.2K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.73K- 10.77% |
$38.2K - $43.2K
|
22.6K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-7.34K- 9.2% |
$103K - $117K
|
72.4K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.44K- 3.71% |
$118K - $134K
|
219K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.98K- 20.98% |
$126K - $143K
|
33.8K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12K- 10.25% |
$168K - $191K
|
105K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.3K- 5.73% |
$187K - $212K
|
219K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-13.8K- 15.91% |
$193K - $219K
|
73K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.1K- 36.05% |
$240K - $272K
|
30.4K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-20.6K- 5.87% |
$289K - $327K
|
331K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-44.3K- 23.35% |
$620K - $703K
|
145K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-44.6K- 14.46% |
$624K - $707K
|
263K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-75.2K- 73.18% |
$1.05M - $1.19M
|
27.6K
$0
|