FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 70 filers reported holding FIRST TR ENERGY INCOME & GRW in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,381,612 | -19.5% | 84,554 | -28.7% | 0.05% | -30.4% |
| Q4 2023 | $1,716,604 | +4.6% | 118,550 | -5.0% | 0.07% | -6.8% |
| Q3 2023 | $1,640,673 | +82.1% | 124,766 | +92.9% | 0.07% | +89.7% |
| Q2 2023 | $901,187 | +150.6% | 64,694 | +133.6% | 0.04% | +254.5% |
| Q1 2023 | $359,546 | -22.7% | 27,700 | -20.2% | 0.01% | -35.3% |
| Q1 2021 | $465,000 | -52.3% | 34,710 | -61.9% | 0.02% | -50.0% |
| Q4 2020 | $974,000 | +29.9% | 91,060 | +10.0% | 0.03% | +25.9% |
| Q3 2020 | $750,000 | +82.5% | 82,781 | +117.8% | 0.03% | +50.0% |
| Q2 2020 | $411,000 | – | 38,006 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coastal Bridge Advisors, LLC | 268,538 | $6,176,000 | 3.45% |
| EnTrustPermal Management LLC | 103,388 | $2,378,000 | 2.41% |
| TIEDEMANN TRUST CO | 591,650 | $13,608,000 | 1.98% |
| TIEDEMANN ADVISORS, LLC | 254,287 | $4,080,000 | 1.57% |
| Garrison Asset Management, LLC | 92,513 | $2,128,000 | 1.46% |
| AVALON CAPITAL MANAGEMENT | 68,847 | $1,583,000 | 1.43% |
| Hochman Cole Investment Advisors, Inc. | 52,294 | $1,203,000 | 1.02% |
| Jacobus Wealth Management, Inc. | 147,165 | $3,385,000 | 0.97% |
| Cutter & CO Brokerage, Inc. | 80,241 | $1,846,000 | 0.86% |
| Swift Run Capital | 50,000 | $1,150,000 | 0.67% |