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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| Advisors Asset Management | 514k | $7.4M | 8% | Dec 2023 |
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| Saba Capital Management | 387k | $5.6M | -1% | Dec 2023 |
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| LLBH Private Wealth Management | 252k | $3.6M | -21% | Dec 2023 |
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| Raymond James Financial Services Advisors | 244k | $3.5M | 3% | Dec 2023 |
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| Goldman Sachs Group | 206k | $3.0M | 100% | Dec 2023 |
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| Bank of America Corporation | 151k | $2.2M | 139% | Dec 2023 |
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| Wolverine Asset Management | 150k | $2.2M | 17% | Dec 2023 |
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| UBS Group | 145k | $2.1M | -3% | Dec 2023 |
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| Advisor Group Holdings | 123k | $1.8M | -4% | Dec 2023 |
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| Mystic Asset Management | 120k | $1.7M | 3% | Dec 2023 |
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| Cornerstone Advisors | 120k | $1.7M | 61% | Dec 2023 |
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| CNH Partners | 119k | $1.7M | -5% | Dec 2023 |
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| Sowell Financial Services | 106k | $1.5M | -2% | Dec 2023 |
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| Royal Bank of Canada | 103k | $1.5M | -41% | Dec 2023 |
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| Almitas Capital | 102k | $1.5M | 100% | Dec 2023 |
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| H D Vest Advisory Services | 99k | $1.4M | -20% | Dec 2023 |
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| Retirement Planning Co of New England | 66k | $957k | 7% | Dec 2023 |
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| Kayne Anderson Capital Advisors, L.p | 65k | $947k | -41% | Dec 2023 |
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| Clough Capital Partners | 65k | $945k | 100% | Dec 2023 |
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| Kingsview Wealth Management | 58k | $834k | -18% | Dec 2023 |
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| Commonwealth Equity Services | 53k | $771k | -17% | Dec 2023 |
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| Private Advisor | 48k | $697k | 22% | Dec 2023 |
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| Reitz Capital Advisors | 44k | $640k | -8% | Dec 2023 |
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| Garrison Financial | 43k | $621k | -1% | Dec 2023 |
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| Guggenheim Capital, LLC Managers | 40k | $584k | 72% | Dec 2023 |
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| Branch Banking & Trust Company | 30k | $434k | -2% | Dec 2023 |
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| Jane Street | 27k | $395k | 100% | Dec 2023 |
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| Stegent Equity Advisors | 27k | $387k | -11% | Dec 2023 |
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| Cambridge Investment Research Advisors | 26k | $378k | 3% | Dec 2023 |
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| HighTower Advisors | 18k | $264k | -12% | Dec 2023 |
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| Quarry | 18k | $261k | 100% | Dec 2023 |
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| ICA Group Wealth Management | 18k | $261k | -14% | Dec 2023 |
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| L.m. Kohn & Company | 15k | $217k | 0% | Dec 2023 |
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| Bank Of Oklahoma National Association / | 15k | $211k | -1% | Dec 2023 |
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| Terril Brothers | 14k | $206k | 0% | Dec 2023 |
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| Umb Bank N A | 14k | $196k | 0% | Dec 2023 |
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| Rsm Us Wealth Management | 13k | $182k | 100% | Dec 2023 |
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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 | $165k | 0% | Dec 2023 |
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| Lakeview Capital Partners | 10k | $151k | -5% | Dec 2023 |
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| Sigma Planning | 10k | $145k | -64% | Dec 2023 |
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| IFP Advisors | 6.9k | $100k | 3648% | Dec 2023 |
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| Pnc Financial Services | 5.2k | $75k | 0% | Dec 2023 |
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| Steward Partners Investment Advisory | 4.3k | $62k | 0% | Dec 2023 |
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| Blue Bell Private Wealth Management | 2.9k | $42k | 100% | Dec 2023 |
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| Covestor | 2.7k | $39k | 100% | Dec 2023 |
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| CWM | 2.2k | $36k | -8% | Mar 2024 |
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| Pinnacle Bank | 1.3k | $22k | 2% | Mar 2024 |
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| North Star Investment Management | 1.0k | $15k | 0% | Dec 2023 |
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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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| Central Trust & Investment | 480.00 | $7.0k | -49% | Dec 2023 |
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| SOA Wealth Advisors | 223.00 | $3.6k | 0% | Mar 2024 |
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| Riggs Asset Managment | 208.00 | $3.0k | 0% | Dec 2023 |
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| Hanson McClain Advisors | 173.00 | $2.5k | 2% | Dec 2023 |
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| EverSource Wealth Advisors | 100.00 | $1.4k | 0% | Dec 2023 |
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| Compass Wealth Management | 50.00 | $822.000000 | 0% | Mar 2024 |
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| Global Retirement Partners | 40.00 | $586.000000 | 0% | Dec 2023 |
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| Richard W. Paul & Associates | 2.00 | $29.000000 | 0% | Dec 2023 |
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| Wells Fargo & Company | 1.00 | $8.000000 | -100% | Dec 2023 |
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Who sold out of First Trust Energy Income & Gr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Andina Capital Management | Dec 2023 | 18k | $256k |
| Landscape Capital Management | Sep 2023 | 13k | $174k |
| SFI Advisors | Sep 2023 | 12k | $155k |
| Ameritas Advisory Services | Sep 2023 | 12k | $159k |
| Parallel Advisors | Sep 2023 | 601.00 | $7.9k |
| Elequin Capital | Sep 2023 | 206.00 | $2.7k |
| Country Trust Bank | Sep 2023 | 8.00 | $105.000000 |