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 Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $333 | -9.3% | 25,315 | -4.0% | 0.00% | 0.0% |
| Q2 2023 | $367 | +6.7% | 26,374 | -0.6% | 0.00% | 0.0% |
| Q1 2023 | $344 | +12.4% | 26,536 | +23.0% | 0.00% | 0.0% |
| Q4 2022 | $306 | -99.9% | 21,582 | +14.9% | 0.00% | 0.0% |
| Q3 2022 | $279,000 | -7.0% | 18,785 | -0.3% | 0.00% | 0.0% |
| Q2 2022 | $300,000 | -6.0% | 18,834 | -4.1% | 0.00% | +100.0% |
| Q1 2022 | $319,000 | +18.6% | 19,643 | +0.8% | 0.00% | 0.0% |
| Q4 2021 | $269,000 | -5.9% | 19,490 | -7.7% | 0.00% | 0.0% |
| Q3 2021 | $286,000 | -7.1% | 21,127 | -0.4% | 0.00% | 0.0% |
| Q2 2021 | $308,000 | +63.0% | 21,208 | +50.5% | 0.00% | 0.0% |
| Q1 2021 | $189,000 | +39.0% | 14,088 | +12.2% | 0.00% | 0.0% |
| Q2 2020 | $136,000 | +25.9% | 12,556 | +1.6% | 0.00% | 0.0% |
| Q1 2020 | $108,000 | -58.5% | 12,362 | +7.6% | 0.00% | -50.0% |
| Q4 2019 | $260,000 | -10.3% | 11,486 | -10.2% | 0.00% | -33.3% |
| Q3 2019 | $290,000 | +7.8% | 12,796 | +6.2% | 0.00% | +50.0% |
| Q2 2019 | $269,000 | +15.9% | 12,044 | +12.7% | 0.00% | 0.0% |
| Q1 2019 | $232,000 | +17.8% | 10,683 | +1.5% | 0.00% | 0.0% |
| Q4 2018 | $197,000 | -7.5% | 10,530 | +9.9% | 0.00% | 0.0% |
| Q3 2018 | $213,000 | +4.4% | 9,582 | +24.5% | 0.00% | 0.0% |
| Q4 2017 | $204,000 | – | 7,697 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coastal Bridge Advisors, LLC | 722,963 | $16,137,000 | 4.78% |
| Garrison Asset Management, LLC | 81,076 | $1,810,000 | 0.94% |
| Riggs Asset Managment Co. Inc. | 59,023 | $1,317,000 | 0.74% |
| MONROE BANK & TRUST/MI | 83,380 | $1,861,000 | 0.62% |
| Keudell/Morrison Wealth Management | 23,390 | $495,000 | 0.43% |
| PATTON ALBERTSON MILLER GROUP, LLC | 66,541 | $1,411,000 | 0.41% |
| Next Capital Management LLC | 23,606 | $527,000 | 0.35% |
| Hochman Cole Investment Advisors, Inc. | 25,306 | $565,000 | 0.34% |
| SCHNIEDERS CAPITAL MANAGEMENT LLC | 23,900 | $534,000 | 0.21% |
| Advisors Asset Management, Inc. | 471,896 | $10,533,000 | 0.19% |