FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 69 filers reported holding FIRST TR ENERGY INCOME & GRW in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $174,316 | -37.5% | 13,256 | -33.8% | 0.02% | -37.8% |
| Q2 2023 | $278,851 | -46.6% | 20,018 | -50.3% | 0.04% | -47.9% |
| Q1 2023 | $522,432 | -59.5% | 40,249 | -66.6% | 0.07% | -65.4% |
| Q4 2020 | $1,290,000 | -4.1% | 120,580 | -18.7% | 0.20% | -16.7% |
| Q3 2020 | $1,345,000 | -23.7% | 148,400 | -8.9% | 0.25% | -15.8% |
| Q2 2020 | $1,762,000 | +117.5% | 162,870 | +75.4% | 0.29% | +235.6% |
| Q1 2020 | $810,000 | – | 92,837 | – | 0.09% | – |
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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% |