FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 1 filers reported holding FIRST TR ENERGY INCOME & GRW in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 | 722,963 | $16,137,000 | 4.78% |
| Garrison Asset Management, LLC | 81,076 | $1,810,000 | 0.94% |
| Riggs Asset Managment Co. Inc. | 59,023 | $1,317,000 | 0.74% |
| MONROE BANK & TRUST/MI | 83,380 | $1,861,000 | 0.62% |
| Keudell/Morrison Wealth Management | 23,390 | $495,000 | 0.43% |
| PATTON ALBERTSON MILLER GROUP, LLC | 66,541 | $1,411,000 | 0.41% |
| Next Capital Management LLC | 23,606 | $527,000 | 0.35% |
| Hochman Cole Investment Advisors, Inc. | 25,306 | $565,000 | 0.34% |
| SCHNIEDERS CAPITAL MANAGEMENT LLC | 23,900 | $534,000 | 0.21% |
| Advisors Asset Management, Inc. | 471,896 | $10,533,000 | 0.19% |