First Trust Ener Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MGO ONE SEVEN LLC | 05/14/2024 | 634.74 K | $10.37 M | -15.49% | 3.26% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2024 | 541.19 K | $8.84 M | -0.08% | 2.78% |
| MORGAN STANLEY | 10/17/2024 | 516.85 K | $8.45 M | 4.06% | 2.66% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/14/2024 | 515.40 K | $8.42 M | 0.35% | 2.65% |
| GOLDMAN SACHS GROUP INC | 05/15/2024 | 446.00 K | $7.29 M | 116.17% | 2.29% |
| ALMITAS CAPITAL LLC | 05/14/2024 | 387.57 K | $6.33 M | 280.55% | 1.99% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2024 | 386.48 K | $6.32 M | 0.00% | 1.99% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/31/2025 | 275.72 K | $4.51 M | 100.00% | 1.42% |
| COHEN & STEERS, INC. | 05/15/2024 | 270.36 K | $4.42 M | 6.47% | 1.39% |
| COASTAL BRIDGE ADVISORS, LLC | 05/15/2024 | 214.08 K | $3.50 M | -14.95% | 1.10% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 05/14/2024 | 211.68 K | $3.46 M | 100.00% | 1.09% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 04/22/2024 | 200.06 K | $3.27 M | -18.15% | 1.03% |
| SUMMIT FINANCIAL, LLC | 04/24/2024 | 191.78 K | $3.13 M | 100.00% | 0.99% |
| HUNTING HILL GLOBAL CAPITAL, LLC | 05/15/2024 | 188.10 K | $3.07 M | 0.00% | 0.97% |
| BANK OF AMERICA CORP /DE/ | 05/15/2024 | 161.21 K | $2.63 M | 6.62% | 0.83% |
| ADVISOR GROUP HOLDINGS, INC. | 05/10/2024 | 133.19 K | $2.18 M | 8.44% | 0.68% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/13/2024 | 132.15 K | $2.16 M | -11.61% | 0.68% |
| ROYAL BANK OF CANADA | 11/05/2024 | 127.40 K | $2.08 M | 23.35% | 0.65% |
| UBS GROUP AG | 05/13/2024 | 125.42 K | $2.05 M | -13.55% | 0.64% |
| MYSTIC ASSET MANAGEMENT, INC. | 05/06/2024 | 118.77 K | $1.94 M | -0.91% | 0.61% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/07/2024 | 111.17 K | $1.82 M | 76.15% | 0.57% |
| SOWELL FINANCIAL SERVICES LLC | 05/03/2024 | 105.08 K | $1.72 M | -1.26% | 0.54% |
| QUARRY LP | 05/15/2024 | 99.35 K | $1.62 M | 450.49% | 0.51% |
| AVANTAX ADVISORY SERVICES, INC. | 05/08/2024 | 97.02 K | $1.59 M | -1.82% | 0.50% |
| CORNERSTONE ADVISORS, LLC | 05/10/2024 | 93.20 K | $1.52 M | -22.01% | 0.48% |
| AQR ARBITRAGE LLC | 05/15/2024 | 84.55 K | $1.38 M | -28.68% | 0.43% |
| LPL FINANCIAL LLC | 05/10/2024 | 77.30 K | $1.26 M | -33.35% | 0.40% |
| RETIREMENT PLANNING CO OF NEW ENGLAND, INC. | 05/06/2024 | 57.04 K | $932.05 K | -13.70% | 0.29% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/29/2024 | 54.09 K | $884.00 K | 100.00% | 0.28% |
| JANE STREET GROUP, LLC | 05/16/2024 | 53.93 K | $881.22 K | 97.95% | 0.28% |
| PRIVATE ADVISOR GROUP, LLC | 04/30/2024 | 49.26 K | $804.91 K | 2.37% | 0.25% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 05/09/2024 | 46.93 K | $766.85 K | -18.48% | 0.24% |
| REITZ CAPITAL ADVISORS LLC | 04/22/2024 | 44.19 K | $639.92 K | 0.00% | 0.23% |
| GARRISON ASSET MANAGEMENT, LLC | 05/10/2024 | 42.56 K | $695.43 K | -0.80% | 0.22% |
| GUGGENHEIM CAPITAL LLC | 05/14/2024 | 33.00 K | $539.19 K | -18.14% | 0.17% |
| CSS LLC/IL | 05/15/2024 | 29.09 K | $475.25 K | 100.00% | 0.15% |
| TRUIST FINANCIAL CORP | 05/13/2024 | 29.02 K | $474.13 K | -3.23% | 0.15% |
| CETERA INVESTMENT ADVISERS | 05/24/2024 | 27.35 K | $446.83 K | 100.00% | 0.14% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/24/2024 | 26.09 K | $426.00 K | 0.00% | 0.13% |
| LOGAN STONE CAPITAL, LLC | 05/15/2024 | 21.28 K | $347.75 K | 100.00% | 0.11% |
| SIGMA PLANNING CORP | 05/02/2024 | 21.18 K | $346.07 K | 111.41% | 0.11% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/15/2024 | 19.54 K | $319.22 K | -28.55% | 0.10% |
| STEGENT EQUITY ADVISORS, INC. | 04/30/2024 | 19.14 K | $312.76 K | -28.45% | 0.10% |
| HIGHTOWER ADVISORS, LLC | 05/06/2024 | 19.06 K | $312.00 K | 5.22% | 0.10% |
| CETERA ADVISORS LLC | 05/15/2024 | 17.25 K | $281.83 K | -16.70% | 0.09% |
| ICA GROUP WEALTH MANAGEMENT, LLC | 05/14/2024 | 16.71 K | $272.98 K | -7.19% | 0.09% |
| AMERIPRISE FINANCIAL INC | 05/15/2024 | 16.58 K | $270.91 K | -13.82% | 0.09% |
| L.M. KOHN & COMPANY | 04/25/2024 | 14.96 K | $244.51 K | 0.00% | 0.08% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2024 | 14.66 K | $239.51 K | 100.00% | 0.08% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2024 | 14.45 K | $236.11 K | 13.78% | 0.07% |
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First Trust Ener institutional Ownership - FAQ's
During the previous two years, 31 institutional investors and hedge funds held shares of First Trust Ener. The most heavily invested institutionals were:
ICA Group Wealth Management, LLC: 0
Reitz Capital Advisors LLC: 44,193
Cetera Advisors LLC: 17,248
Baystate Wealth Management LLC: 1,000
BDO Wealth Advisors, LLC: 17,563
American Portfolios Advisors: 7,284
37.44% of First Trust Ener stock is owned by institutional investors.
Institutional investors have bought a total of 1.88 M shares in the last 24 months. This purchase volume represents approximately $30.48 M in transactions.