FIRST TR MLP & ENERGY INCOME's ticker is FEI and the CUSIP is 33739B104. A total of 83 filers reported holding FIRST TR MLP & ENERGY INCOME in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $16,059,000 | -4.7% | 1,027,445 | -17.1% | 2.96% | +14.4% |
| Q1 2016 | $16,855,000 | +40.8% | 1,239,328 | +36.8% | 2.59% | +48.8% |
| Q4 2015 | $11,974,000 | +2.2% | 905,721 | +23.0% | 1.74% | +61.2% |
| Q3 2015 | $11,711,000 | -21.0% | 736,516 | -8.3% | 1.08% | -12.3% |
| Q2 2015 | $14,818,000 | -4.8% | 803,124 | +5.1% | 1.23% | -13.7% |
| Q1 2015 | $15,572,000 | -10.7% | 764,450 | -5.5% | 1.43% | -5.0% |
| Q4 2014 | $17,435,000 | +8.4% | 809,058 | +7.5% | 1.50% | +5.0% |
| Q3 2014 | $16,084,000 | +3.9% | 752,667 | +4.8% | 1.43% | -4.2% |
| Q2 2014 | $15,484,000 | +46.5% | 718,194 | +34.5% | 1.49% | +30.4% |
| Q1 2014 | $10,569,000 | +70.5% | 534,137 | +72.4% | 1.15% | +20.0% |
| Q4 2013 | $6,198,000 | +64.6% | 309,801 | +61.1% | 0.96% | +47.6% |
| Q3 2013 | $3,766,000 | +35.0% | 192,258 | +41.0% | 0.65% | +38.5% |
| Q2 2013 | $2,790,000 | – | 136,388 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN TRUST CO | 809,058 | $17,435,000 | 1.50% |
| TIEDEMANN ADVISORS, LLC | 33,571 | $723,000 | 1.14% |
| CORNERSTONE ADVISORS INC | 221,427 | $4,772,000 | 0.95% |
| Partnervest Advisory Services LLC | 43,750 | $943,000 | 0.46% |
| Round Table Services, LLC | 15,000 | $323,000 | 0.26% |
| Advisors Asset Management, Inc. | 777,381 | $16,753,000 | 0.22% |
| COMERICA SECURITIES INC | 33,240 | $716,000 | 0.22% |
| LVW Advisors, LLC | 14,950 | $322,000 | 0.18% |
| Karpus Management, Inc. | 120,435 | $2,595,000 | 0.12% |
| Concert Wealth Management Inc. | 30,832 | $665,000 | 0.10% |