Lee Financial Co - FIRST TR MLP & ENERGY INCOME ownership

FIRST TR MLP & ENERGY INCOME's ticker is FEI and the CUSIP is 33739B104. A total of 79 filers reported holding FIRST TR MLP & ENERGY INCOME in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Lee Financial Co ownership history of FIRST TR MLP & ENERGY INCOME
ValueSharesWeighting
Q4 2023$8,082
-20.1%
943
-26.3%
0.00%
-50.0%
Q3 2023$10,117
-5.9%
1,279
-8.2%
0.00%0.0%
Q2 2023$10,748
+0.9%
1,3940.0%0.00%0.0%
Q1 2023$10,651
-2.2%
1,3940.0%0.00%0.0%
Q4 2022$10,887
-54.6%
1,394
-57.7%
0.00%
-50.0%
Q3 2022$24,000
-4.0%
3,2940.0%0.00%
-20.0%
Q2 2022$25,000
-13.8%
3,294
-4.8%
0.01%0.0%
Q1 2022$29,0000.0%3,460
-12.7%
0.01%0.0%
Q4 2021$29,000
-48.2%
3,965
-48.8%
0.01%
-58.3%
Q3 2021$56,000
-11.1%
7,740
-2.8%
0.01%
-7.7%
Q2 2021$63,000
-7.4%
7,967
-19.3%
0.01%
-18.8%
Q1 2021$68,000
-51.4%
9,867
-58.9%
0.02%
-55.6%
Q4 2020$140,000
-17.2%
24,036
-33.8%
0.04%
-23.4%
Q3 2020$169,000
-28.1%
36,334
-13.1%
0.05%
-27.7%
Q2 2020$235,000
-29.9%
41,802
-44.8%
0.06%
-41.4%
Q1 2020$335,000
-69.0%
75,681
-16.3%
0.11%
-52.4%
Q4 2019$1,079,000
+1486.8%
90,410
+1432.4%
0.23%
+1453.3%
Q3 2019$68,000
+54.5%
5,900
+59.5%
0.02%
+50.0%
Q2 2019$44,000
+2.3%
3,7000.0%0.01%0.0%
Q1 2019$43,000
+19.4%
3,7000.0%0.01%0.0%
Q4 2018$36,0003,7000.01%
Other shareholders
FIRST TR MLP & ENERGY INCOME shareholders Q2 2022
NameSharesValueWeighting ↓
Essex LLC 705,049$5,112,0001.37%
Cambridge Advisors Inc. 198,536$1,439,0000.32%
MBM Wealth Consultants, LLC 92,511$671,0000.28%
Beta Wealth Group, Inc. 42,350$305,0000.22%
ALTFEST L J & CO INC 143,785$1,042,0000.20%
BARNES PETTEY FINANCIAL ADVISORS, LLC 23,283$169,0000.19%
Greytown Advisors Inc. 53,810$390,0000.17%
Quantedge Capital Pte Ltd 36,021$261,0000.11%
Royal Capital Wealth Management, LLC 15,179$110,0000.11%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 265,000$1,921,0000.10%
View complete list of FIRST TR MLP & ENERGY INCOME shareholders