FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 62 filers reported holding FIRST TR ENERGY INCOME & GRW in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $473,000 | – | 17,824 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coastal Bridge Advisors, LLC | 324,046 | $7,557,000 | 5.28% |
| AVALON CAPITAL MANAGEMENT | 119,481 | $2,786,000 | 2.23% |
| TIEDEMANN TRUST CO | 620,182 | $14,463,000 | 2.22% |
| TIEDEMANN ADVISORS, LLC | 108,160 | $2,522,000 | 2.00% |
| Riggs Asset Managment Co. Inc. | 109,955 | $2,564,000 | 1.84% |
| EnTrustPermal Management LLC | 97,188 | $2,267,000 | 1.83% |
| Garrison Asset Management, LLC | 91,357 | $2,130,000 | 1.49% |
| Jacobus Wealth Management, Inc. | 166,250 | $3,877,000 | 1.13% |
| Hochman Cole Investment Advisors, Inc. | 56,422 | $1,316,000 | 1.12% |
| Cutter & CO Brokerage, Inc. | 81,401 | $1,898,000 | 0.88% |