FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX - FIRST TR ENERGY INCOME & GRW ownership

FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 64 filers reported holding FIRST TR ENERGY INCOME & GRW in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX ownership history of FIRST TR ENERGY INCOME & GRW
ValueSharesWeighting
Q1 2019$206,000
+3.0%
9,454
-11.4%
0.06%
-4.8%
Q4 2018$200,000
-26.5%
10,669
-12.9%
0.06%
-17.1%
Q3 2018$272,000
-59.5%
12,244
-58.1%
0.08%
-62.6%
Q2 2018$671,000
-3.3%
29,219
-8.4%
0.20%
-4.2%
Q1 2018$694,000
-11.8%
31,904
+7.4%
0.21%
-8.2%
Q4 2017$787,000
-16.0%
29,695
-21.9%
0.23%
-17.5%
Q3 2017$937,000
-6.2%
38,028
-3.2%
0.28%
-9.1%
Q2 2017$999,000
-0.3%
39,282
+5.8%
0.31%
-3.4%
Q1 2017$1,002,000
+111.8%
37,132
+108.3%
0.32%
+104.5%
Q4 2016$473,00017,8240.16%
Other shareholders
FIRST TR ENERGY INCOME & GRW shareholders Q4 2018
NameSharesValueWeighting ↓
Coastal Bridge Advisors, LLC 317,028$7,279,0002.93%
Riggs Asset Managment Co. Inc. 186,931$4,292,0001.89%
Garrison Asset Management, LLC 96,254$2,210,0001.11%
MONROE BANK & TRUST/MI 115,350$2,648,0000.82%
KCS Wealth Advisory 30,357$697,0000.65%
Hochman Cole Investment Advisors, Inc. 32,364$743,0000.49%
Cutter & CO Brokerage, Inc. 43,900$1,008,0000.39%
TIEDEMANN ADVISORS, LLC 218,925$5,026,0000.32%
Edge Wealth Management LLC 49,220$1,130,0000.29%
Private Vista, LLC 50,915$1,169,0000.27%
View complete list of FIRST TR ENERGY INCOME & GRW shareholders