FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 60 filers reported holding FIRST TR ENERGY INCOME & GRW in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | +33.3% | 300 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | -76.9% | 300 | -75.3% | 0.00% | -100.0% |
| Q2 2020 | $13,000 | +18.2% | 1,217 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | -60.7% | 1,217 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $28,000 | +3.7% | 1,217 | +2.0% | 0.00% | 0.0% |
| Q3 2019 | $27,000 | +3.8% | 1,193 | +2.0% | 0.00% | -33.3% |
| Q2 2019 | $26,000 | +4.0% | 1,170 | +1.9% | 0.00% | 0.0% |
| Q1 2019 | $25,000 | +19.0% | 1,148 | +2.0% | 0.00% | 0.0% |
| Q4 2018 | $21,000 | -16.0% | 1,125 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $25,000 | -3.8% | 1,125 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $26,000 | +8.3% | 1,125 | 0.0% | 0.00% | +33.3% |
| Q1 2018 | $24,000 | +9.1% | 1,125 | +36.4% | 0.00% | 0.0% |
| Q4 2017 | $22,000 | – | 825 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coastal Bridge Advisors, LLC | 268,538 | $6,176,000 | 3.45% |
| EnTrustPermal Management LLC | 103,388 | $2,378,000 | 2.41% |
| TIEDEMANN TRUST CO | 591,650 | $13,608,000 | 1.98% |
| TIEDEMANN ADVISORS, LLC | 254,287 | $4,080,000 | 1.57% |
| Garrison Asset Management, LLC | 92,513 | $2,128,000 | 1.46% |
| AVALON CAPITAL MANAGEMENT | 68,847 | $1,583,000 | 1.43% |
| Hochman Cole Investment Advisors, Inc. | 52,294 | $1,203,000 | 1.02% |
| Jacobus Wealth Management, Inc. | 147,165 | $3,385,000 | 0.97% |
| Cutter & CO Brokerage, Inc. | 80,241 | $1,846,000 | 0.86% |
| Swift Run Capital | 50,000 | $1,150,000 | 0.67% |