OPTIMUM INVESTMENT ADVISORS - FIRST TR ENERGY INCOME & GRW ownership

FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 56 filers reported holding FIRST TR ENERGY INCOME & GRW in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of FIRST TR ENERGY INCOME & GRW
ValueSharesWeighting
Q2 2021$10,000
-56.5%
700
-58.8%
0.00%
-57.1%
Q1 2021$23,000
-4.2%
1,700
-22.7%
0.01%0.0%
Q4 2020$24,000
+20.0%
2,2000.0%0.01%0.0%
Q3 2020$20,000
-16.7%
2,2000.0%0.01%
-12.5%
Q2 2020$24,000
+26.3%
2,2000.0%0.01%0.0%
Q1 2020$19,000
-62.0%
2,2000.0%0.01%
-46.7%
Q4 2019$50,0000.0%2,2000.0%0.02%
-6.2%
Q3 2019$50,000
+2.0%
2,2000.0%0.02%0.0%
Q2 2019$49,000
+2.1%
2,2000.0%0.02%0.0%
Q1 2019$48,000
-20.0%
2,200
-31.2%
0.02%
-23.8%
Q4 2018$60,000
-15.5%
3,2000.0%0.02%
+5.0%
Q3 2018$71,000
-2.7%
3,2000.0%0.02%
-4.8%
Q2 2018$73,000
+4.3%
3,2000.0%0.02%0.0%
Q1 2018$70,000
-72.2%
3,200
-67.8%
0.02%
-79.4%
Q3 2015$252,000
-26.1%
9,9400.0%0.10%
-5.6%
Q1 2015$341,000
-10.0%
9,940
-4.3%
0.11%
-11.5%
Q4 2014$379,000
-0.8%
10,3900.0%0.12%
-3.9%
Q3 2014$382,000
+1.6%
10,3900.0%0.13%
+4.1%
Q2 2014$376,000
+22.1%
10,390
+10.6%
0.12%
+5.2%
Q1 2014$308,000
+1.7%
9,3900.0%0.12%
+1.8%
Q4 2013$303,000
+1.0%
9,3900.0%0.11%
-7.3%
Q3 2013$300,0009,3900.12%
Other shareholders
FIRST TR ENERGY INCOME & GRW shareholders Q3 2021
NameSharesValueWeighting ↓
Coastal Bridge Advisors, LLC 528,784$7,170,0001.66%
ALTFEST L J & CO INC 145,779$1,977,0000.41%
Garrison Asset Management, LLC 47,240$641,0000.39%
Reitz Capital Advisors LLC 20,265$275,0000.21%
Sowell Financial Services LLC 116,004$1,573,0000.11%
Clarus Group, Inc. 10,452$142,0000.10%
Bison Wealth, LLC 12,739$173,0000.08%
Advisors Asset Management, Inc. 325,199$4,410,0000.07%
Cetera Advisors LLC 199,489$2,705,0000.05%
Kingsview Wealth Management, LLC 83,086$1,127,0000.05%
View complete list of FIRST TR ENERGY INCOME & GRW shareholders