FIRST TR MLP & ENERGY INCOME's ticker is FEI and the CUSIP is 33739B104. A total of 82 filers reported holding FIRST TR MLP & ENERGY INCOME in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $7,710 | +0.9% | 1,000 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $7,640 | -2.2% | 1,000 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $7,810 | -2.4% | 1,000 | -9.1% | 0.00% | – |
Q4 2021 | $8,000 | 0.0% | 1,100 | 0.0% | 0.00% | -100.0% |
Q3 2021 | $8,000 | -11.1% | 1,100 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $9,000 | +12.5% | 1,100 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $8,000 | +33.3% | 1,100 | 0.0% | 0.00% | – |
Q4 2020 | $6,000 | +20.0% | 1,100 | 0.0% | 0.00% | – |
Q3 2020 | $5,000 | -16.7% | 1,100 | 0.0% | 0.00% | – |
Q2 2020 | $6,000 | +20.0% | 1,100 | 0.0% | 0.00% | – |
Q1 2020 | $5,000 | -16.7% | 1,100 | +120.0% | 0.00% | -100.0% |
Q2 2019 | $6,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $6,000 | +20.0% | 500 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $5,000 | -94.9% | 500 | -93.7% | 0.00% | -91.7% |
Q3 2018 | $99,000 | -3.9% | 7,900 | 0.0% | 0.01% | -14.3% |
Q2 2018 | $103,000 | -1.0% | 7,900 | -7.1% | 0.01% | 0.0% |
Q1 2018 | $104,000 | – | 8,500 | – | 0.01% | – |
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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% |