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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $572 | -5.6% | 43,475 | +1.9% | 0.35% | +1.5% |
| Q2 2023 | $606 | +16.1% | 42,664 | +6.0% | 0.34% | +6.2% |
| Q1 2023 | $522 | -8.4% | 40,236 | +0.1% | 0.32% | -12.2% |
| Q4 2022 | $570 | -99.9% | 40,177 | -2.1% | 0.37% | -14.4% |
| Q3 2022 | $610,000 | -7.0% | 41,049 | -0.3% | 0.43% | -2.0% |
| Q2 2022 | $656,000 | -2.1% | 41,176 | -0.4% | 0.44% | +16.4% |
| Q1 2022 | $670,000 | +21.2% | 41,331 | +3.3% | 0.38% | +25.6% |
| Q4 2021 | $553,000 | -13.7% | 40,017 | -15.3% | 0.30% | -22.6% |
| Q3 2021 | $641,000 | -10.3% | 47,240 | -4.1% | 0.39% | -10.2% |
| Q2 2021 | $715,000 | +10.5% | 49,284 | +2.0% | 0.43% | +5.1% |
| Q1 2021 | $647,000 | +23.7% | 48,328 | -1.1% | 0.41% | +14.4% |
| Q4 2020 | $523,000 | -26.5% | 48,863 | -37.8% | 0.36% | -4.0% |
| Q3 2020 | $712,000 | -15.8% | 78,557 | +0.5% | 0.38% | -21.2% |
| Q2 2020 | $846,000 | +23.7% | 78,195 | -0.2% | 0.48% | +3.0% |
| Q1 2020 | $684,000 | -62.0% | 78,354 | -1.6% | 0.46% | -47.9% |
| Q4 2019 | $1,800,000 | -0.3% | 79,610 | -0.0% | 0.89% | -5.3% |
| Q3 2019 | $1,805,000 | -0.3% | 79,643 | -1.8% | 0.94% | -0.4% |
| Q2 2019 | $1,810,000 | -0.7% | 81,076 | -3.3% | 0.94% | -2.4% |
| Q1 2019 | $1,823,000 | +16.8% | 83,834 | +0.5% | 0.96% | +4.7% |
| Q4 2018 | $1,561,000 | -22.5% | 83,413 | -8.0% | 0.92% | -7.7% |
| Q3 2018 | $2,014,000 | -8.9% | 90,697 | -5.8% | 1.00% | -10.3% |
| Q2 2018 | $2,210,000 | +10.2% | 96,254 | +4.4% | 1.11% | -0.8% |
| Q1 2018 | $2,006,000 | -16.9% | 92,224 | +1.3% | 1.12% | -11.1% |
| Q4 2017 | $2,413,000 | +10.1% | 91,022 | +2.4% | 1.26% | +2.7% |
| Q3 2017 | $2,191,000 | -3.2% | 88,872 | -0.1% | 1.23% | -6.5% |
| Q2 2017 | $2,263,000 | -6.7% | 89,005 | -1.0% | 1.31% | -8.0% |
| Q1 2017 | $2,425,000 | +0.5% | 89,884 | -1.2% | 1.43% | -4.8% |
| Q4 2016 | $2,414,000 | -1.3% | 90,955 | +0.7% | 1.50% | -4.4% |
| Q3 2016 | $2,446,000 | +6.8% | 90,307 | +0.5% | 1.57% | +2.5% |
| Q2 2016 | $2,290,000 | +7.5% | 89,884 | -1.6% | 1.53% | +2.5% |
| Q1 2016 | $2,130,000 | +0.1% | 91,357 | -1.2% | 1.49% | +1.9% |
| Q4 2015 | $2,128,000 | -13.2% | 92,513 | -4.2% | 1.46% | -18.1% |
| Q3 2015 | $2,451,000 | -18.7% | 96,534 | +0.5% | 1.79% | -11.7% |
| Q2 2015 | $3,015,000 | -8.0% | 96,015 | +0.4% | 2.03% | -6.7% |
| Q1 2015 | $3,277,000 | +3.0% | 95,595 | +10.5% | 2.17% | -9.0% |
| Q4 2014 | $3,182,000 | 0.0% | 86,519 | 0.0% | 2.39% | 0.0% |
| Q3 2014 | $3,182,000 | +1.4% | 86,519 | -0.4% | 2.39% | +5.3% |
| Q2 2014 | $3,139,000 | +6.6% | 86,840 | -3.4% | 2.27% | -1.5% |
| Q1 2014 | $2,945,000 | +5.7% | 89,933 | +4.2% | 2.30% | +1.1% |
| Q4 2013 | $2,787,000 | +1.9% | 86,328 | +1.0% | 2.28% | -4.8% |
| Q3 2013 | $2,736,000 | -3.6% | 85,493 | +2.3% | 2.39% | -9.6% |
| Q2 2013 | $2,839,000 | – | 83,562 | – | 2.65% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coastal Bridge Advisors, LLC | 528,784 | $7,170,000 | 1.66% |
| ALTFEST L J & CO INC | 145,779 | $1,977,000 | 0.41% |
| Garrison Asset Management, LLC | 47,240 | $641,000 | 0.39% |
| Reitz Capital Advisors LLC | 20,265 | $275,000 | 0.21% |
| Sowell Financial Services LLC | 116,004 | $1,573,000 | 0.11% |
| Clarus Group, Inc. | 10,452 | $142,000 | 0.10% |
| Bison Wealth, LLC | 12,739 | $173,000 | 0.08% |
| Advisors Asset Management, Inc. | 325,199 | $4,410,000 | 0.07% |
| Cetera Advisors LLC | 199,489 | $2,705,000 | 0.05% |
| Kingsview Wealth Management, LLC | 83,086 | $1,127,000 | 0.05% |