FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 57 filers reported holding FIRST TR ENERGY INCOME & GRW in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $629,000 | -5.7% | 24,725 | 0.0% | 0.39% | -7.0% |
| Q1 2017 | $667,000 | +1.7% | 24,725 | 0.0% | 0.42% | -4.8% |
| Q4 2016 | $656,000 | -2.1% | 24,725 | 0.0% | 0.44% | -2.0% |
| Q3 2016 | $670,000 | +6.3% | 24,725 | 0.0% | 0.45% | +6.4% |
| Q2 2016 | $630,000 | +9.2% | 24,725 | 0.0% | 0.42% | +6.6% |
| Q1 2016 | $577,000 | +1.4% | 24,725 | 0.0% | 0.39% | -0.3% |
| Q4 2015 | $569,000 | -9.4% | 24,725 | 0.0% | 0.40% | -11.0% |
| Q3 2015 | $628,000 | -5.3% | 24,725 | +17.2% | 0.44% | +9.1% |
| Q2 2015 | $663,000 | +1.4% | 21,100 | +10.5% | 0.41% | +4.9% |
| Q1 2015 | $654,000 | +11.4% | 19,088 | +18.6% | 0.39% | +22.4% |
| Q4 2014 | $587,000 | – | 16,088 | – | 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% |