LADENBURG THALMANN FINANCIAL SERVICES INC. - FIRST TR ENERGY INCOME & GRW ownership

FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 67 filers reported holding FIRST TR ENERGY INCOME & GRW in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LADENBURG THALMANN FINANCIAL SERVICES INC. ownership history of FIRST TR ENERGY INCOME & GRW
ValueSharesWeighting
Q4 2019$3,969,000
-20.6%
175,570
-20.4%
0.02%
-26.5%
Q3 2019$4,998,000
+14.0%
220,544
+12.3%
0.03%
+6.2%
Q2 2019$4,386,000
+12.7%
196,455
+9.8%
0.03%
+6.7%
Q1 2019$3,891,000
+41.7%
178,995
+22.0%
0.03%
+20.0%
Q4 2018$2,746,000
-33.9%
146,711
-21.4%
0.02%
-28.6%
Q3 2018$4,153,000
-15.0%
186,650
-16.9%
0.04%
-23.9%
Q2 2018$4,887,0000.0%224,6660.0%0.05%0.0%
Q1 2018$4,887,000
+1.2%
224,666
+23.4%
0.05%0.0%
Q4 2017$4,827,000
+8.7%
182,103
+1.0%
0.05%
-4.2%
Q3 2017$4,442,000
+0.3%
180,246
+3.5%
0.05%
-7.7%
Q2 2017$4,427,000
+22.0%
174,151
+29.5%
0.05%
+13.0%
Q1 2017$3,630,000
+24.1%
134,521
+22.1%
0.05%
+12.2%
Q4 2016$2,924,000
+32.2%
110,157
+34.9%
0.04%
+24.2%
Q3 2016$2,212,000
+18.9%
81,662
+11.8%
0.03%
+10.0%
Q2 2016$1,861,000
+65.0%
73,075
+50.4%
0.03%
+50.0%
Q1 2016$1,128,000
+24.2%
48,572
+23.0%
0.02%
+17.6%
Q4 2015$908,000
-4.5%
39,491
+5.3%
0.02%
-15.0%
Q3 2015$951,000
-5.0%
37,494
+17.7%
0.02%
+5.3%
Q2 2015$1,001,000
+20.7%
31,866
+31.9%
0.02%
+18.8%
Q1 2015$829,000
+122.8%
24,161
+136.7%
0.02%
+100.0%
Q4 2014$372,000
+24.8%
10,209
+25.9%
0.01%0.0%
Q3 2014$298,000
+2.4%
8,110
+0.7%
0.01%0.0%
Q2 2014$291,000
+11.1%
8,053
+0.8%
0.01%0.0%
Q1 2014$262,000
-8.1%
7,992
-9.5%
0.01%
-11.1%
Q4 2013$285,000
+19.2%
8,827
+18.4%
0.01%
+12.5%
Q3 2013$239,000
+9.1%
7,455
+15.6%
0.01%0.0%
Q2 2013$219,0006,4470.01%
Other shareholders
FIRST TR ENERGY INCOME & GRW shareholders Q4 2019
NameSharesValueWeighting ↓
Coastal Bridge Advisors, LLC 391,829$6,238,0001.92%
Stegent Equity Advisors, Inc. 87,704$1,396,0001.81%
Reitz Capital Advisors LLC 78,521$1,250,0001.12%
Mystic Asset Management, Inc. 106,775$1,699,0001.04%
Retirement Planning Co of New England, Inc. 58,308$928,0000.63%
Garrison Asset Management, LLC 41,176$656,0000.44%
BRASADA CAPITAL MANAGEMENT, LP 106,956$1,703,0000.38%
All Season Financial Advisors, Inc. 27,903$444,0000.38%
ALTFEST L J & CO INC 104,586$1,665,0000.30%
Clarus Group, Inc. 11,557$184,0000.15%
View complete list of FIRST TR ENERGY INCOME & GRW shareholders