FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 70 filers reported holding FIRST TR ENERGY INCOME & GRW in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,615,653 | +22.8% | 122,863 | +30.1% | 0.02% | +20.0% |
| Q2 2023 | $1,315,400 | +14.8% | 94,429 | +6.9% | 0.02% | +7.1% |
| Q1 2023 | $1,146,159 | -28.4% | 88,302 | -21.7% | 0.01% | -33.3% |
| Q4 2022 | $1,601,250 | +217.7% | 112,844 | +232.7% | 0.02% | +162.5% |
| Q3 2022 | $504,000 | – | 33,921 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coastal Bridge Advisors, LLC | 317,028 | $7,279,000 | 2.93% |
| Riggs Asset Managment Co. Inc. | 186,931 | $4,292,000 | 1.89% |
| Garrison Asset Management, LLC | 96,254 | $2,210,000 | 1.11% |
| MONROE BANK & TRUST/MI | 115,350 | $2,648,000 | 0.82% |
| KCS Wealth Advisory | 30,357 | $697,000 | 0.65% |
| Hochman Cole Investment Advisors, Inc. | 32,364 | $743,000 | 0.49% |
| Cutter & CO Brokerage, Inc. | 43,900 | $1,008,000 | 0.39% |
| TIEDEMANN ADVISORS, LLC | 218,925 | $5,026,000 | 0.32% |
| Edge Wealth Management LLC | 49,220 | $1,130,000 | 0.29% |
| Private Vista, LLC | 50,915 | $1,169,000 | 0.27% |