OTA Financial Group L.P. - FIRST TR ENERGY INCOME & GRW ownership

FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 64 filers reported holding FIRST TR ENERGY INCOME & GRW in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
OTA Financial Group L.P. ownership history of FIRST TR ENERGY INCOME & GRW
ValueSharesWeighting
Q4 2020$872,000
+197.6%
81,510
+152.0%
0.58%
+112.1%
Q3 2020$293,000
-0.3%
32,350
+191.3%
0.27%
+76.6%
Q4 2016$294,000
-44.6%
11,105
-43.4%
0.15%
-68.0%
Q3 2016$531,000
+82.5%
19,616
+71.4%
0.48%
+116.7%
Q2 2016$291,000
-11.8%
11,447
-20.0%
0.22%
-61.3%
Q1 2016$330,000
-11.5%
14,310
+31.2%
0.57%
+186.5%
Q1 2015$373,00010,9070.20%
Other shareholders
FIRST TR ENERGY INCOME & GRW shareholders Q1 2021
NameSharesValueWeighting ↓
Coastal Bridge Advisors, LLC 317,028$7,279,0002.93%
Riggs Asset Managment Co. Inc. 186,931$4,292,0001.89%
Garrison Asset Management, LLC 96,254$2,210,0001.11%
MONROE BANK & TRUST/MI 115,350$2,648,0000.82%
KCS Wealth Advisory 30,357$697,0000.65%
Hochman Cole Investment Advisors, Inc. 32,364$743,0000.49%
Cutter & CO Brokerage, Inc. 43,900$1,008,0000.39%
TIEDEMANN ADVISORS, LLC 218,925$5,026,0000.32%
Edge Wealth Management LLC 49,220$1,130,0000.29%
Private Vista, LLC 50,915$1,169,0000.27%
View complete list of FIRST TR ENERGY INCOME & GRW shareholders