FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 73 filers reported holding FIRST TR ENERGY INCOME & GRW in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $218,000 | -54.3% | 9,480 | -49.6% | 0.03% | -58.2% |
| Q3 2015 | $477,000 | -52.9% | 18,799 | -41.7% | 0.08% | -48.0% |
| Q2 2015 | $1,013,000 | -10.6% | 32,271 | -2.4% | 0.15% | -9.0% |
| Q1 2015 | $1,133,000 | -6.6% | 33,060 | -0.6% | 0.17% | -9.7% |
| Q4 2014 | $1,213,000 | -2.5% | 33,251 | -1.8% | 0.18% | -4.6% |
| Q3 2014 | $1,244,000 | -2.4% | 33,847 | -4.0% | 0.19% | -4.0% |
| Q2 2014 | $1,274,000 | +8.1% | 35,247 | -2.1% | 0.20% | +2.0% |
| Q1 2014 | $1,178,000 | -2.1% | 35,992 | -3.5% | 0.20% | -5.3% |
| Q4 2013 | $1,203,000 | -19.2% | 37,284 | -19.9% | 0.21% | -25.6% |
| Q3 2013 | $1,489,000 | -5.3% | 46,548 | +0.5% | 0.28% | -12.2% |
| Q2 2013 | $1,573,000 | – | 46,309 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegent Equity Advisors, Inc. | 101,763 | $1,651,000 | 1.39% |
| Coastal Bridge Advisors, LLC | 355,008 | $5,758,000 | 1.32% |
| Mystic Asset Management, Inc. | 104,565 | $1,696,000 | 0.91% |
| Reitz Capital Advisors LLC | 63,971 | $1,038,000 | 0.75% |
| Retirement Planning Co of New England, Inc. | 56,551 | $917,000 | 0.52% |
| Garrison Asset Management, LLC | 41,331 | $670,000 | 0.38% |
| All Season Financial Advisors, Inc. | 27,619 | $448,000 | 0.32% |
| ALTFEST L J & CO INC | 104,491 | $1,695,000 | 0.30% |
| BRASADA CAPITAL MANAGEMENT, LP | 183,658 | $2,978,000 | 0.28% |
| ICA Group Wealth Management, LLC | 66,959 | $1,091,000 | 0.21% |