FIRST TR MLP & ENERGY INCOME's ticker is FEI and the CUSIP is 33739B104. A total of 71 filers reported holding FIRST TR MLP & ENERGY INCOME in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,280,348 | -23.6% | 295,765 | -24.3% | 0.14% | -27.6% |
| Q1 2023 | $2,985,445 | +23.3% | 390,765 | +26.1% | 0.19% | +22.3% |
| Q4 2022 | $2,421,100 | +23.1% | 310,000 | +12.7% | 0.16% | +14.6% |
| Q3 2022 | $1,966,000 | +25.2% | 275,000 | +34.7% | 0.14% | +24.5% |
| Q2 2022 | $1,570,000 | +95.0% | 204,203 | +109.4% | 0.11% | +139.1% |
| Q1 2022 | $805,000 | -58.1% | 97,500 | -63.2% | 0.05% | -54.5% |
| Q4 2021 | $1,921,000 | -19.1% | 265,000 | -19.7% | 0.10% | -25.7% |
| Q3 2021 | $2,376,000 | -9.0% | 330,000 | 0.0% | 0.14% | -7.5% |
| Q2 2021 | $2,610,000 | +7.9% | 330,000 | -5.7% | 0.15% | +1.4% |
| Q1 2021 | $2,419,000 | +13.3% | 350,000 | -4.7% | 0.14% | -2.7% |
| Q4 2020 | $2,135,000 | +53.4% | 367,435 | +22.5% | 0.15% | +25.2% |
| Q3 2020 | $1,392,000 | +31.9% | 300,000 | +59.6% | 0.12% | +25.3% |
| Q2 2020 | $1,055,000 | – | 188,000 | – | 0.10% | – |
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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% |
| Curi RMB Capital, LLC | 437,832 | $5,705,000 | 0.14% |
| OTA Financial Group L.P. | 19,870 | $258,000 | 0.10% |