FIRST TR MLP & ENERGY INCOME's ticker is FEI and the CUSIP is 33739B104. A total of 75 filers reported holding FIRST TR MLP & ENERGY INCOME in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $3,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | +50.0% | 500 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | -33.3% | 500 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | +50.0% | 500 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -66.7% | 500 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $6,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | -87.0% | 500 | -87.2% | 0.00% | -85.7% |
| Q2 2019 | $46,000 | +2.2% | 3,900 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $45,000 | +18.4% | 3,900 | 0.0% | 0.01% | +16.7% |
| Q4 2018 | $38,000 | -63.8% | 3,900 | -53.6% | 0.01% | -60.0% |
| Q3 2018 | $105,000 | -3.7% | 8,400 | 0.0% | 0.02% | -11.8% |
| Q2 2018 | $109,000 | +5.8% | 8,400 | 0.0% | 0.02% | -5.6% |
| Q1 2018 | $103,000 | -21.4% | 8,400 | 0.0% | 0.02% | -14.3% |
| Q4 2017 | $131,000 | – | 8,400 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Premier Fund Managers Ltd | 599,000 | $7,732,000 | 4.64% |
| KCS Wealth Advisory | 177,607 | $2,314,000 | 2.16% |
| TIEDEMANN ADVISORS, LLC | 704,785 | $9,189,000 | 0.59% |
| Intellectus Partners, LLC | 97,568 | $1,271,000 | 0.46% |
| UMB Bank, n.a. | 1,008,457 | $13,140,000 | 0.42% |
| DOLIVER ADVISORS, LP | 63,098 | $822,000 | 0.34% |
| Formidable Asset Management, LLC | 45,963 | $599,000 | 0.26% |
| Partnervest Advisory Services LLC | 35,000 | $456,000 | 0.21% |
| RMB Capital Management, LLC | 437,832 | $5,705,000 | 0.14% |
| OTA Financial Group L.P. | 19,870 | $258,000 | 0.10% |