FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 57 filers reported holding FIRST TR ENERGY INCOME & GRW in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $820,000 | -60.3% | 37,700 | -51.6% | 0.81% | -56.2% |
| Q4 2017 | $2,066,000 | +40.0% | 77,949 | +30.2% | 1.84% | +80.4% |
| Q3 2017 | $1,476,000 | -28.8% | 59,878 | -22.1% | 1.02% | -28.8% |
| Q1 2017 | $2,073,000 | -12.4% | 76,840 | -13.8% | 1.44% | -20.4% |
| Q4 2016 | $2,367,000 | -37.1% | 89,172 | -35.8% | 1.80% | -37.6% |
| Q3 2016 | $3,763,000 | +1.3% | 138,895 | -4.7% | 2.89% | -0.3% |
| Q2 2016 | $3,715,000 | +33.3% | 145,796 | +22.0% | 2.90% | +30.0% |
| Q1 2016 | $2,786,000 | +76.0% | 119,481 | +73.5% | 2.23% | +56.5% |
| Q4 2015 | $1,583,000 | – | 68,847 | – | 1.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coastal Bridge Advisors, LLC | 324,046 | $7,557,000 | 5.28% |
| AVALON CAPITAL MANAGEMENT | 119,481 | $2,786,000 | 2.23% |
| TIEDEMANN TRUST CO | 620,182 | $14,463,000 | 2.22% |
| TIEDEMANN ADVISORS, LLC | 108,160 | $2,522,000 | 2.00% |
| Riggs Asset Managment Co. Inc. | 109,955 | $2,564,000 | 1.84% |
| EnTrustPermal Management LLC | 97,188 | $2,267,000 | 1.83% |
| Garrison Asset Management, LLC | 91,357 | $2,130,000 | 1.49% |
| Jacobus Wealth Management, Inc. | 166,250 | $3,877,000 | 1.13% |
| Hochman Cole Investment Advisors, Inc. | 56,422 | $1,316,000 | 1.12% |
| Cutter & CO Brokerage, Inc. | 81,401 | $1,898,000 | 0.88% |