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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 391,829 | $6,238,000 | 1.92% |
| Stegent Equity Advisors, Inc. | 87,704 | $1,396,000 | 1.81% |
| Reitz Capital Advisors LLC | 78,521 | $1,250,000 | 1.12% |
| Mystic Asset Management, Inc. | 106,775 | $1,699,000 | 1.04% |
| Retirement Planning Co of New England, Inc. | 58,308 | $928,000 | 0.63% |
| Garrison Asset Management, LLC | 41,176 | $656,000 | 0.44% |
| BRASADA CAPITAL MANAGEMENT, LP | 106,956 | $1,703,000 | 0.38% |
| All Season Financial Advisors, Inc. | 27,903 | $444,000 | 0.38% |
| ALTFEST L J & CO INC | 104,586 | $1,665,000 | 0.30% |
| Clarus Group, Inc. | 11,557 | $184,000 | 0.15% |