WHITTIER TRUST CO OF NEVADA INC - FIRST TR MLP & ENERGY INCOME ownership

Quarter-by-quarter ownership
WHITTIER TRUST CO OF NEVADA INC ownership history of FIRST TR MLP & ENERGY INCOME
ValueSharesWeighting
Q3 2023$389,733
+2.6%
49,2710.0%0.01%
+7.7%
Q2 2023$379,879
+0.9%
49,2710.0%0.01%
-7.1%
Q1 2023$376,430
-2.2%
49,2710.0%0.01%
-6.7%
Q4 2022$384,806
+9.3%
49,2710.0%0.02%0.0%
Q3 2022$352,00049,2710.02%
Other shareholders
FIRST TR MLP & ENERGY INCOME shareholders Q4 2023
NameSharesValueWeighting ↓
TIEDEMANN TRUST CO 809,058$17,435,0001.50%
TIEDEMANN ADVISORS, LLC 33,571$723,0001.14%
CORNERSTONE ADVISORS INC 221,427$4,772,0000.95%
Partnervest Advisory Services LLC 43,750$943,0000.46%
Round Table Services, LLC 15,000$323,0000.26%
Advisors Asset Management, Inc. 777,381$16,753,0000.22%
COMERICA SECURITIES INC 33,240$716,0000.22%
LVW Advisors, LLC 14,950$322,0000.18%
Karpus Management, Inc. 120,435$2,595,0000.12%
Concert Wealth Management Inc. 30,832$665,0000.10%
View complete list of FIRST TR MLP & ENERGY INCOME shareholders