FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 56 filers reported holding FIRST TR ENERGY INCOME & GRW in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Stegent Equity Advisors, Inc. | 101,763 | $1,651,000 | 1.39% |
| Coastal Bridge Advisors, LLC | 355,008 | $5,758,000 | 1.32% |
| Mystic Asset Management, Inc. | 104,565 | $1,696,000 | 0.91% |
| Reitz Capital Advisors LLC | 63,971 | $1,038,000 | 0.75% |
| Retirement Planning Co of New England, Inc. | 56,551 | $917,000 | 0.52% |
| Garrison Asset Management, LLC | 41,331 | $670,000 | 0.38% |
| All Season Financial Advisors, Inc. | 27,619 | $448,000 | 0.32% |
| ALTFEST L J & CO INC | 104,491 | $1,695,000 | 0.30% |
| BRASADA CAPITAL MANAGEMENT, LP | 183,658 | $2,978,000 | 0.28% |
| ICA Group Wealth Management, LLC | 66,959 | $1,091,000 | 0.21% |