FIRST TR MLP & ENERGY INCOME's ticker is FEI and the CUSIP is 33739B104. A total of 56 filers reported holding FIRST TR MLP & ENERGY INCOME in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,686 | +4.5% | 2,489 | +1.9% | 0.00% | – |
| Q2 2023 | $18,835 | +2.9% | 2,443 | +2.0% | 0.00% | -100.0% |
| Q1 2023 | $18,308 | +101611.1% | 2,396 | +1.9% | 0.00% | 0.0% |
| Q4 2022 | $18 | -99.9% | 2,351 | -51.1% | 0.00% | 0.0% |
| Q3 2022 | $34,000 | -8.1% | 4,806 | +0.9% | 0.00% | 0.0% |
| Q2 2022 | $37,000 | -5.1% | 4,763 | +0.9% | 0.00% | 0.0% |
| Q1 2022 | $39,000 | +116.7% | 4,722 | +88.9% | 0.00% | – |
| Q4 2021 | $18,000 | 0.0% | 2,500 | 0.0% | 0.00% | – |
| Q3 2021 | $18,000 | -10.0% | 2,500 | 0.0% | 0.00% | -100.0% |
| Q2 2021 | $20,000 | +17.6% | 2,500 | 0.0% | 0.00% | – |
| Q1 2021 | $17,000 | +13.3% | 2,500 | 0.0% | 0.00% | – |
| Q4 2020 | $15,000 | +25.0% | 2,500 | 0.0% | 0.00% | – |
| Q3 2020 | $12,000 | -14.3% | 2,500 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $14,000 | +27.3% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | -63.3% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $30,000 | -3.2% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $31,000 | -22.5% | 2,500 | 0.0% | 0.00% | -66.7% |
| Q4 2016 | $40,000 | -96.1% | 2,500 | -95.2% | 0.00% | -98.3% |
| Q3 2013 | $1,027,000 | -11.9% | 52,409 | -8.0% | 0.18% | -12.0% |
| Q2 2013 | $1,166,000 | – | 56,996 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Premier Fund Managers Ltd | 599,000 | $7,732,000 | 4.64% |
| KCS Wealth Advisory | 177,607 | $2,314,000 | 2.16% |
| TIEDEMANN ADVISORS, LLC | 704,785 | $9,189,000 | 0.59% |
| Intellectus Partners, LLC | 97,568 | $1,271,000 | 0.46% |
| UMB Bank, n.a. | 1,008,457 | $13,140,000 | 0.42% |
| DOLIVER ADVISORS, LP | 63,098 | $822,000 | 0.34% |
| Formidable Asset Management, LLC | 45,963 | $599,000 | 0.26% |
| Partnervest Advisory Services LLC | 35,000 | $456,000 | 0.21% |
| Curi RMB Capital, LLC | 437,832 | $5,705,000 | 0.14% |
| OTA Financial Group L.P. | 19,870 | $258,000 | 0.10% |