NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO - FIRST TR ENERGY INCOME & GRW ownership

FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 63 filers reported holding FIRST TR ENERGY INCOME & GRW in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ownership history of FIRST TR ENERGY INCOME & GRW
ValueSharesWeighting
Q3 2023$331,256
-14.6%
25,191
-9.6%
0.00%
-100.0%
Q2 2023$388,014
-81.6%
27,854
-82.8%
0.00%
-66.7%
Q1 2023$2,103,688
-14.9%
162,071
-6.9%
0.00%
-25.0%
Q4 2022$2,471,135
+2.7%
174,146
+7.5%
0.00%0.0%
Q3 2022$2,407,000
-72.9%
162,040
-70.9%
0.00%
-73.3%
Q2 2022$8,877,000
+0.9%
557,597
+2.8%
0.02%
+7.1%
Q1 2022$8,799,000
+21.7%
542,530
+3.7%
0.01%
+16.7%
Q4 2021$7,228,000
+16.1%
523,049
+13.9%
0.01%
+9.1%
Q3 2021$6,227,000
+1.5%
459,252
+8.5%
0.01%
-8.3%
Q2 2021$6,137,000
+15.1%
423,262
+6.3%
0.01%
+9.1%
Q1 2021$5,334,000
+25300.0%
398,324
+20337.4%
0.01%
Q4 2020$21,000
+16.7%
1,9490.0%0.00%
Q3 2020$18,000
-35.7%
1,949
-23.5%
0.00%
Q2 2020$28,000
+16.7%
2,549
-9.1%
0.00%
Q1 2020$24,000
-61.9%
2,8030.0%0.00%
Q4 2019$63,000
-1.6%
2,8030.0%0.00%
Q3 2019$64,000
+3.2%
2,803
+0.9%
0.00%
Q2 2019$62,000
+8.8%
2,779
+5.9%
0.00%
Q1 2019$57,000
+83.9%
2,624
+57.9%
0.00%
Q4 2018$31,000
-60.8%
1,662
-53.3%
0.00%
Q3 2018$79,000
+61.2%
3,558
+66.6%
0.00%
Q2 2018$49,000
+63.3%
2,136
+54.1%
0.00%
Q1 2018$30,000
-18.9%
1,3860.0%0.00%
Q4 2017$37,000
-54.9%
1,386
-58.1%
0.00%
-100.0%
Q3 2017$82,000
+645.5%
3,307
+963.3%
0.00%
Q4 2014$11,000
-57.7%
311
-56.6%
0.00%
-100.0%
Q3 2014$26,000
+62.5%
717
+66.0%
0.00%0.0%
Q2 2014$16,000
+14.3%
4320.0%0.00%0.0%
Q1 2014$14,000
-60.0%
432
-60.7%
0.00%
-50.0%
Q4 2013$35,000
+288.9%
1,099
+298.2%
0.00%
Q3 2013$9,0000.0%2760.0%0.00%
-100.0%
Q2 2013$9,0002760.00%
Other shareholders
FIRST TR ENERGY INCOME & GRW shareholders Q4 2020
NameSharesValueWeighting ↓
Coastal Bridge Advisors, LLC 391,829$6,238,0001.92%
Stegent Equity Advisors, Inc. 87,704$1,396,0001.81%
Reitz Capital Advisors LLC 78,521$1,250,0001.12%
Mystic Asset Management, Inc. 106,775$1,699,0001.04%
Retirement Planning Co of New England, Inc. 58,308$928,0000.63%
Garrison Asset Management, LLC 41,176$656,0000.44%
BRASADA CAPITAL MANAGEMENT, LP 106,956$1,703,0000.38%
All Season Financial Advisors, Inc. 27,903$444,0000.38%
ALTFEST L J & CO INC 104,586$1,665,0000.30%
Clarus Group, Inc. 11,557$184,0000.15%
View complete list of FIRST TR ENERGY INCOME & GRW shareholders