FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 68 filers reported holding FIRST TR ENERGY INCOME & GRW in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32 | -5.9% | 2,410 | 0.0% | 0.00% | – |
| Q2 2023 | $34 | -10.5% | 2,410 | -16.8% | 0.00% | – |
| Q1 2023 | $38 | +171.4% | 2,896 | +183.6% | 0.00% | – |
| Q4 2022 | $14 | -100.0% | 1,021 | -59.5% | 0.00% | – |
| Q3 2022 | $37,000 | +131.2% | 2,521 | +146.9% | 0.00% | – |
| Q2 2022 | $16,000 | -5.9% | 1,021 | 0.0% | 0.00% | – |
| Q1 2022 | $17,000 | +21.4% | 1,021 | 0.0% | 0.00% | – |
| Q4 2021 | $14,000 | -51.7% | 1,021 | -48.8% | 0.00% | – |
| Q2 2021 | $29,000 | 0.0% | 1,995 | 0.0% | 0.00% | – |
| Q1 2021 | $29,000 | 0.0% | 1,995 | 0.0% | 0.00% | – |
| Q4 2020 | $29,000 | 0.0% | 1,995 | 0.0% | 0.00% | – |
| Q3 2020 | $29,000 | 0.0% | 1,995 | 0.0% | 0.00% | – |
| Q2 2020 | $29,000 | 0.0% | 1,995 | 0.0% | 0.00% | – |
| Q1 2020 | $29,000 | 0.0% | 1,995 | 0.0% | 0.00% | – |
| Q4 2019 | $29,000 | 0.0% | 1,995 | 0.0% | 0.00% | – |
| Q3 2019 | $29,000 | 0.0% | 1,995 | 0.0% | 0.00% | – |
| Q2 2019 | $29,000 | 0.0% | 1,995 | 0.0% | 0.00% | – |
| Q1 2019 | $29,000 | -91.1% | 1,995 | -88.6% | 0.00% | -100.0% |
| Q4 2018 | $327,000 | -21.8% | 17,478 | -7.0% | 0.01% | -27.3% |
| Q3 2018 | $418,000 | -22.0% | 18,799 | -19.5% | 0.01% | -38.9% |
| Q2 2018 | $536,000 | – | 23,346 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coastal Bridge Advisors, LLC | 317,028 | $7,279,000 | 2.93% |
| Riggs Asset Managment Co. Inc. | 186,931 | $4,292,000 | 1.89% |
| Garrison Asset Management, LLC | 96,254 | $2,210,000 | 1.11% |
| MONROE BANK & TRUST/MI | 115,350 | $2,648,000 | 0.82% |
| KCS Wealth Advisory | 30,357 | $697,000 | 0.65% |
| Hochman Cole Investment Advisors, Inc. | 32,364 | $743,000 | 0.49% |
| Cutter & CO Brokerage, Inc. | 43,900 | $1,008,000 | 0.39% |
| TIEDEMANN ADVISORS, LLC | 218,925 | $5,026,000 | 0.32% |
| Edge Wealth Management LLC | 49,220 | $1,130,000 | 0.29% |
| Private Vista, LLC | 50,915 | $1,169,000 | 0.27% |