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Get Institutions for : 
First Trust Energy Income (FEN)  
$16.00 0.03 (0.19%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 78    5
Total shares held : 
 6,264,759  
% of shares held : 
 44.4%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 1,406,945  
% of shares held change : 
   9.97%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $12.96  
Last Quarter's Ending Price : 
 $14.48  
Last Quarter's Average Price : 
 $14.12  
Change from last quarter's     
avg. price to the last closing  : 
1.88 (13.31%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 690,111
 11.02%
 
Increased Positions :
18
 1,087,708
 17.36%
 
Unchanged Positions :
20
 123,884
 1.98%
 
Decreased Positions :
27
-312,363
-4.99%
 
Closed Positions :
8
-58,511
-0.93%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Summit Financial LLC 70 *New 2024-03-31 191,776 $3,134,000 191,776
   GOLDMAN SACHS GROUP INC/ 2887 *New 2023-12-31 206,323 $2,988,000 206,323
   Hunting Hill Global Capital LLC 11 *New 2023-12-31 188,104 $2,724,000 188,104
   Almitas Capital LLC 51 *New 2023-12-31 101,846 $1,475,000 101,846
   CLOUGH CAPITAL PARTNERS L P 110 *New 2023-12-31 65,248 $945,000 65,248
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2909 *New 2023-12-31 63,109 $914,000 63,109
   JANE STREET GROUP LLC 4181 *New 2023-12-31 27,244 $394,000 27,244
   Quarry LP 114 *New 2023-12-31 18,048 $261,000 18,048
   LongView Wealth Management 175 *New 2024-03-31 11,500 $188,000 11,500
   Covestor Ltd 957 *New 2023-12-31 2,676 $39,000 2,676
   Goss Wealth Management LLC 2695 *New 2023-12-31 975 $14,000 975
   BAYSTATE WEALTH MANAGEMENT LLC 651 *New 2023-12-31 1,000 $14,000 1,000
   Princeton Global Asset Management LLC 448 *New 2024-03-31 500 $8,000 500
  13 Records found
  1    
  Page 1 of 1
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