Avalon Investment & Advisory - FIRST TR MLP & ENERGY INCOME ownership

FIRST TR MLP & ENERGY INCOME's ticker is FEI and the CUSIP is 33739B104. A total of 76 filers reported holding FIRST TR MLP & ENERGY INCOME in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Avalon Investment & Advisory ownership history of FIRST TR MLP & ENERGY INCOME
ValueSharesWeighting
Q3 2022$300,000
-7.1%
41,9950.0%0.01%0.0%
Q2 2022$323,000
-6.9%
41,9950.0%0.01%
+12.5%
Q1 2022$347,000
+14.9%
41,9950.0%0.01%
+14.3%
Q3 2021$302,000
-9.0%
41,9950.0%0.01%0.0%
Q2 2021$332,00041,9950.01%
Other shareholders
FIRST TR MLP & ENERGY INCOME shareholders Q1 2022
NameSharesValueWeighting ↓
Premier Fund Managers Ltd 599,000$7,732,0004.64%
KCS Wealth Advisory 177,607$2,314,0002.16%
TIEDEMANN ADVISORS, LLC 704,785$9,189,0000.59%
Intellectus Partners, LLC 97,568$1,271,0000.46%
UMB Bank, n.a. 1,008,457$13,140,0000.42%
DOLIVER ADVISORS, LP 63,098$822,0000.34%
Formidable Asset Management, LLC 45,963$599,0000.26%
Partnervest Advisory Services LLC 35,000$456,0000.21%
Curi RMB Capital, LLC 437,832$5,705,0000.14%
OTA Financial Group L.P. 19,870$258,0000.10%
View complete list of FIRST TR MLP & ENERGY INCOME shareholders