FIRST TR MLP & ENERGY INCOME's ticker is FEI and the CUSIP is 33739B104. A total of 100 filers reported holding FIRST TR MLP & ENERGY INCOME in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $941,095 | +11.3% | 97,321 | -1.4% | 0.55% | -6.6% |
| Q4 2023 | $845,548 | +6.2% | 98,664 | -2.0% | 0.59% | -1.5% |
| Q3 2023 | $796,448 | +1.2% | 100,688 | -1.4% | 0.60% | -5.5% |
| Q2 2023 | $787,281 | -0.5% | 102,111 | -1.5% | 0.63% | -15.3% |
| Q1 2023 | $791,623 | +32.3% | 103,615 | +35.2% | 0.74% | -28.1% |
| Q4 2022 | $598,387 | +8.4% | 76,618 | -0.7% | 1.04% | +39.4% |
| Q3 2022 | $552,000 | -41.2% | 77,196 | -1.8% | 0.74% | -19.2% |
| Q4 2019 | $939,000 | – | 78,612 | – | 0.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Essex LLC | 705,049 | $5,112,000 | 1.37% |
| Cambridge Advisors Inc. | 198,536 | $1,439,000 | 0.32% |
| MBM Wealth Consultants, LLC | 92,511 | $671,000 | 0.28% |
| Beta Wealth Group, Inc. | 42,350 | $305,000 | 0.22% |
| ALTFEST L J & CO INC | 143,785 | $1,042,000 | 0.20% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 23,283 | $169,000 | 0.19% |
| Greytown Advisors Inc. | 53,810 | $390,000 | 0.17% |
| Quantedge Capital Pte Ltd | 36,021 | $261,000 | 0.11% |
| Royal Capital Wealth Management, LLC | 15,179 | $110,000 | 0.11% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 265,000 | $1,921,000 | 0.10% |