Evercore Wealth Management, LLC - FIRST TR MLP & ENERGY INCOME ownership

FIRST TR MLP & ENERGY INCOME's ticker is FEI and the CUSIP is 33739B104. A total of 62 filers reported holding FIRST TR MLP & ENERGY INCOME in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of FIRST TR MLP & ENERGY INCOME
ValueSharesWeighting
Q4 2018$121,000
-21.4%
12,3060.0%0.01%0.0%
Q3 2018$154,000
-3.8%
12,3060.0%0.01%0.0%
Q2 2018$160,000
+6.0%
12,3060.0%0.01%
-16.7%
Q1 2018$151,000
-21.8%
12,3060.0%0.01%
-14.3%
Q4 2017$193,000
+2.7%
12,3060.0%0.01%0.0%
Q3 2017$188,000
-14.9%
12,306
-14.2%
0.01%
-22.2%
Q2 2017$221,000
-6.0%
14,3460.0%0.01%0.0%
Q1 2017$235,000
+85.0%
14,346
+82.4%
0.01%
+80.0%
Q4 2016$127,0007,8650.01%
Other shareholders
FIRST TR MLP & ENERGY INCOME shareholders Q1 2017
NameSharesValueWeighting ↓
Premier Fund Managers Ltd 599,000$7,732,0004.64%
KCS Wealth Advisory 177,607$2,314,0002.16%
TIEDEMANN ADVISORS, LLC 704,785$9,189,0000.59%
Intellectus Partners, LLC 97,568$1,271,0000.46%
UMB Bank, n.a. 1,008,457$13,140,0000.42%
DOLIVER ADVISORS, LP 63,098$822,0000.34%
Formidable Asset Management, LLC 45,963$599,0000.26%
Partnervest Advisory Services LLC 35,000$456,0000.21%
Curi RMB Capital, LLC 437,832$5,705,0000.14%
OTA Financial Group L.P. 19,870$258,0000.10%
View complete list of FIRST TR MLP & ENERGY INCOME shareholders