FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 73 filers reported holding FIRST TR ENERGY INCOME & GRW in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,686,737 | -20.3% | 128,269 | -15.6% | 0.02% | -24.0% |
| Q2 2023 | $2,116,384 | -16.4% | 151,930 | -22.1% | 0.02% | -16.7% |
| Q1 2023 | $2,532,878 | +128.6% | 195,137 | +149.9% | 0.03% | +172.7% |
| Q4 2022 | $1,107,983 | +1019.2% | 78,082 | +985.7% | 0.01% | +1000.0% |
| Q4 2021 | $99,000 | -55.6% | 7,192 | -65.6% | 0.00% | -50.0% |
| Q4 2020 | $223,000 | -69.7% | 20,887 | -74.3% | 0.00% | -71.4% |
| Q3 2020 | $736,000 | +77.8% | 81,329 | +112.2% | 0.01% | +75.0% |
| Q2 2020 | $414,000 | +16.3% | 38,320 | -6.1% | 0.00% | -20.0% |
| Q1 2020 | $356,000 | +17700.0% | 40,820 | +40315.8% | 0.01% | – |
| Q3 2017 | $2,000 | -96.3% | 101 | -93.3% | 0.00% | -100.0% |
| Q2 2014 | $54,000 | – | 1,500 | – | 0.00% | – |
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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% |