FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 64 filers reported holding FIRST TR ENERGY INCOME & GRW in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Stegent Equity Advisors, Inc. | 101,763 | $1,651,000 | 1.39% |
| Coastal Bridge Advisors, LLC | 355,008 | $5,758,000 | 1.32% |
| Mystic Asset Management, Inc. | 104,565 | $1,696,000 | 0.91% |
| Reitz Capital Advisors LLC | 63,971 | $1,038,000 | 0.75% |
| Retirement Planning Co of New England, Inc. | 56,551 | $917,000 | 0.52% |
| Garrison Asset Management, LLC | 41,331 | $670,000 | 0.38% |
| All Season Financial Advisors, Inc. | 27,619 | $448,000 | 0.32% |
| ALTFEST L J & CO INC | 104,491 | $1,695,000 | 0.30% |
| BRASADA CAPITAL MANAGEMENT, LP | 183,658 | $2,978,000 | 0.28% |
| ICA Group Wealth Management, LLC | 66,959 | $1,091,000 | 0.21% |