FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 73 filers reported holding FIRST TR ENERGY INCOME & GRW in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $3,000 | -87.0% | 187 | -91.4% | 0.00% | -100.0% |
| Q4 2020 | $23,000 | -94.8% | 2,187 | -95.5% | 0.00% | -96.7% |
| Q3 2020 | $445,000 | -11.5% | 49,134 | +5.6% | 0.03% | -18.9% |
| Q2 2020 | $503,000 | +23.0% | 46,510 | -0.8% | 0.04% | +5.7% |
| Q1 2020 | $409,000 | -62.4% | 46,874 | -2.5% | 0.04% | -53.9% |
| Q4 2019 | $1,087,000 | +1.9% | 48,082 | +2.1% | 0.08% | -8.4% |
| Q3 2019 | $1,067,000 | +14.7% | 47,109 | +13.1% | 0.08% | +6.4% |
| Q2 2019 | $930,000 | +7.0% | 41,650 | +4.2% | 0.08% | -1.3% |
| Q1 2019 | $869,000 | +26.1% | 39,977 | +8.6% | 0.08% | +11.3% |
| Q4 2018 | $689,000 | -15.1% | 36,825 | +0.7% | 0.07% | -6.6% |
| Q3 2018 | $812,000 | +5.7% | 36,578 | +9.4% | 0.08% | 0.0% |
| Q2 2018 | $768,000 | -5.2% | 33,442 | -10.2% | 0.08% | -7.3% |
| Q1 2018 | $810,000 | -9.1% | 37,223 | +10.8% | 0.08% | -11.8% |
| Q4 2017 | $891,000 | +26.7% | 33,604 | +17.9% | 0.09% | +9.4% |
| Q3 2017 | $703,000 | +6.0% | 28,505 | +9.3% | 0.08% | -2.3% |
| Q2 2017 | $663,000 | +9.8% | 26,072 | +16.5% | 0.09% | -2.2% |
| Q1 2017 | $604,000 | +44.8% | 22,381 | +42.6% | 0.09% | +30.9% |
| Q4 2016 | $417,000 | – | 15,699 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coastal Bridge Advisors, LLC | 391,829 | $6,238,000 | 1.92% |
| Stegent Equity Advisors, Inc. | 87,704 | $1,396,000 | 1.81% |
| Reitz Capital Advisors LLC | 78,521 | $1,250,000 | 1.12% |
| Mystic Asset Management, Inc. | 106,775 | $1,699,000 | 1.04% |
| Retirement Planning Co of New England, Inc. | 58,308 | $928,000 | 0.63% |
| Garrison Asset Management, LLC | 41,176 | $656,000 | 0.44% |
| BRASADA CAPITAL MANAGEMENT, LP | 106,956 | $1,703,000 | 0.38% |
| All Season Financial Advisors, Inc. | 27,903 | $444,000 | 0.38% |
| ALTFEST L J & CO INC | 104,586 | $1,665,000 | 0.30% |
| Clarus Group, Inc. | 11,557 | $184,000 | 0.15% |