Who owns First Trust Energy Income & Gr?
- Ticker: FEN
- CUSIP Number: 33738g104
Tip: Access positions for across all investors
Analyze quarterly positions in First Trust Energy Income & Gr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Trust Energy Income & Gr stock
Who bought or sold First Trust Energy Income & Gr this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| We Are One Seven | 751k | $11M | 3738% | Dec 2023 |
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| Baird Financial | 542k | $7.8M | 0% | Dec 2023 |
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| Morgan Stanley | 517k | $8.4M | 11% | Mar 2024 |
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| Advisors Asset Management | 514k | $7.4M | 8% | Dec 2023 |
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| Goldman Sachs Group | 446k | $7.3M | 116% | Mar 2024 |
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| Almitas Capital | 388k | $6.3M | 281% | Mar 2024 |
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| Saba Capital Management | 387k | $6.3M | 0% | Mar 2024 |
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| Cohen & Steers Capital Management | 270k | $4.4M | 53% | Mar 2024 |
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| LLBH Private Wealth Management | 214k | $3.5M | -15% | Mar 2024 |
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| Yakira Capital Management | 212k | $3.5M | 100% | Mar 2024 |
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| Raymond James Financial Services Advisors | 200k | $3.3M | -18% | Mar 2024 |
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| Summit Financial | 192k | $3.1M | 100% | Mar 2024 |
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| Hunting Hill Global Capital | 188k | $3.1M | 100% | Mar 2024 |
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| Bank of America Corporation | 161k | $2.6M | 7% | Mar 2024 |
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| Advisor Group Holdings | 133k | $2.2M | 8% | Mar 2024 |
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| Wolverine Asset Management | 132k | $2.2M | -12% | Mar 2024 |
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| Royal Bank of Canada | 127k | $2.1M | 23% | Mar 2024 |
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| UBS Group | 125k | $2.0M | -14% | Mar 2024 |
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| Mystic Asset Management | 119k | $1.9M | -1% | Mar 2024 |
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| Susquehanna International | 111k | $1.8M | 100% | Mar 2024 |
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| Sowell Financial Services | 105k | $1.7M | -1% | Mar 2024 |
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| Quarry | 99k | $1.6M | 450% | Mar 2024 |
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| H D Vest Advisory Services | 97k | $1.6M | -2% | Mar 2024 |
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| Cornerstone Advisors | 93k | $1.5M | -22% | Mar 2024 |
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| CNH Partners | 85k | $1.4M | -29% | Mar 2024 |
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| LPL Financial | 77k | $1.3M | -37% | Mar 2024 |
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| Retirement Planning Co of New England | 57k | $932k | -14% | Mar 2024 |
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| Commonwealth Equity Services | 54k | $884k | 2% | Mar 2024 |
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| Jane Street | 54k | $881k | 98% | Mar 2024 |
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| Private Advisor | 49k | $805k | 2% | Mar 2024 |
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| Kingsview Wealth Management | 47k | $767k | -18% | Mar 2024 |
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| Reitz Capital Advisors | 44k | $640k | 0% | Mar 2024 |
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| Garrison Financial | 43k | $695k | -1% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 40k | $584k | 72% | Dec 2023 |
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| CSS | 29k | $475k | 100% | Mar 2024 |
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| Branch Banking & Trust Company | 29k | $474k | -3% | Mar 2024 |
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| Cambridge Investment Research Advisors | 26k | $426k | 0% | Mar 2024 |
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| Logan Stone Capital | 21k | $348k | 100% | Mar 2024 |
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| Sigma Planning | 21k | $346k | 111% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 20k | $319k | -22% | Mar 2024 |
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| Stegent Equity Advisors | 19k | $313k | -28% | Mar 2024 |
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| HighTower Advisors | 19k | $312k | 5% | Mar 2024 |
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| ICA Group Wealth Management | 17k | $273k | -7% | Mar 2024 |
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| Ameriprise Financial | 17k | $271k | -21% | Mar 2024 |
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| L.m. Kohn & Company | 15k | $245k | 0% | Mar 2024 |
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| Terril Brothers | 14k | $232k | 0% | Mar 2024 |
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| Rsm Us Wealth Management | 13k | $204k | -1% | Mar 2024 |
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| Bank Of Oklahoma National Association / | 12k | $195k | -18% | Mar 2024 |
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| Cornerstone Advisory | 12k | $193k | -1% | Mar 2024 |
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| Wedmont Private Capital | 12k | $192k | 1% | Mar 2024 |
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| LongView Wealth Management | 12k | $188k | 100% | Mar 2024 |
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| Clarus Group | 11k | $180k | -4% | Mar 2024 |
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| Lakeview Capital Partners | 10k | $168k | -1% | Mar 2024 |
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| IFP Advisors | 6.9k | $100k | 3648% | Dec 2023 |
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| Brian McDonald | 5.2k | $85k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 3.8k | $62k | -12% | Mar 2024 |
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| Sit Investment Associates | 3.2k | $52k | -76% | Mar 2024 |
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| Covestor | 2.7k | $44k | 0% | Mar 2024 |
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| CWM | 2.2k | $36k | -8% | Mar 2024 |
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| Goss Wealth Management | 1.8k | $29k | 100% | Mar 2024 |
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| Pinnacle Bank | 1.3k | $22k | 2% | Mar 2024 |
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| North Star Investment Management | 1.0k | $16k | 0% | Mar 2024 |
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| Baystate Wealth Management | 1.0k | $15k | 100% | Dec 2023 |
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| Nbc Securities | 780.00 | $12k | 0% | Mar 2024 |
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| Pnc Financial Services | 650.00 | $11k | -87% | Mar 2024 |
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| Princeton Global Asset Management | 500.00 | $8.2k | 100% | Mar 2024 |
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| Beacon Capital Management | 500.00 | $8.2k | 100% | Mar 2024 |
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| Central Trust & Investment | 480.00 | $7.8k | 0% | Mar 2024 |
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| SOA Wealth Advisors | 223.00 | $3.6k | 0% | Mar 2024 |
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| Riggs Asset Managment | 208.00 | $3.4k | 0% | Mar 2024 |
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| Wells Fargo & Company | 200.00 | $3.3k | 19900% | Mar 2024 |
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| Hanson McClain Advisors | 175.00 | $2.9k | 1% | Mar 2024 |
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| EverSource Wealth Advisors | 100.00 | $1.4k | 0% | Mar 2024 |
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| Tower Research Capital | 100.00 | $1.6k | 0% | Mar 2024 |
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| Compass Wealth Management | 50.00 | $822.000000 | 0% | Mar 2024 |
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| Global Retirement Partners | 40.00 | $654.000000 | 0% | Mar 2024 |
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| Richard W. Paul & Associates | 2.00 | $29.000000 | 0% | Dec 2023 |
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| Blue Bell Private Wealth Management | 0 | $0 | -100% | Mar 2024 |
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Who sold out of First Trust Energy Income & Gr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kayne Anderson Capital Advisors, L.p | Dec 2023 | 65k | $947k |
| Clough Capital Partners | Dec 2023 | 65k | $945k |
| Andina Capital Management | Dec 2023 | 18k | $256k |
| Umb Bank N A | Dec 2023 | 14k | $196k |
| Ameritas Advisory Services | Sep 2023 | 12k | $159k |
| Quantedge Capital Pte | Sep 2023 | 11k | $139k |
| Elequin Capital | Sep 2023 | 206.00 | $2.7k |