Creative Planning - FIRST TR ENERGY INCOME & GRW ownership

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 2015. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Creative Planning ownership history of FIRST TR ENERGY INCOME & GRW
ValueSharesWeighting
Q2 2017$94,000
-6.0%
3,7040.0%0.00%
-100.0%
Q1 2017$100,000
+2.0%
3,7040.0%0.00%0.0%
Q4 2016$98,000
-2.0%
3,7040.0%0.00%0.0%
Q3 2016$100,000
+257.1%
3,704
+235.5%
0.00%
Q2 2016$28,000
-31.7%
1,104
-37.4%
0.00%
Q1 2016$41,000
+20.6%
1,763
+19.2%
0.00%
Q4 2015$34,000
-55.8%
1,479
-51.5%
0.00%
-100.0%
Q3 2015$77,000
+1.3%
3,047
+37.1%
0.00%0.0%
Q1 2015$76,000
+1.3%
2,222
+8.5%
0.00%0.0%
Q4 2014$75,000
-20.2%
2,047
-19.6%
0.00%0.0%
Q3 2014$94,000
+19.0%
2,547
+17.3%
0.00%0.0%
Q2 2014$79,000
+11.3%
2,1720.0%0.00%0.0%
Q1 2014$71,000
+1.4%
2,1720.0%0.00%0.0%
Q4 2013$70,000
+37.3%
2,172
+35.4%
0.00%0.0%
Q3 2013$51,000
-7.3%
1,6040.0%0.00%0.0%
Q2 2013$55,0001,6040.00%
Other shareholders
FIRST TR ENERGY INCOME & GRW shareholders Q4 2015
NameSharesValueWeighting ↓
Coastal Bridge Advisors, LLC 391,829$6,238,0001.92%
Stegent Equity Advisors, Inc. 87,704$1,396,0001.81%
Reitz Capital Advisors LLC 78,521$1,250,0001.12%
Mystic Asset Management, Inc. 106,775$1,699,0001.04%
Retirement Planning Co of New England, Inc. 58,308$928,0000.63%
Garrison Asset Management, LLC 41,176$656,0000.44%
BRASADA CAPITAL MANAGEMENT, LP 106,956$1,703,0000.38%
All Season Financial Advisors, Inc. 27,903$444,0000.38%
ALTFEST L J & CO INC 104,586$1,665,0000.30%
Clarus Group, Inc. 11,557$184,0000.15%
View complete list of FIRST TR ENERGY INCOME & GRW shareholders