Creative Planning - FIRST TR MLP & ENERGY INCOME ownership

FIRST TR MLP & ENERGY INCOME's ticker is FEI and the CUSIP is 33739B104. A total of 38 filers reported holding FIRST TR MLP & ENERGY INCOME in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of FIRST TR MLP & ENERGY INCOME
ValueSharesWeighting
Q2 2017$74,000
+25.4%
4,800
+33.3%
0.00%
Q1 2017$59,000
+47.5%
3,600
+44.0%
0.00%
Q4 2016$40,000
+233.3%
2,500
+252.1%
0.00%
Q3 2016$12,000
-20.0%
710
-26.0%
0.00%
Q2 2016$15,000
-31.8%
960
-4.0%
0.00%
Q4 2014$22,000
+450.0%
1,000
+400.0%
0.00%
Q4 2013$4,000
-33.3%
200
-33.3%
0.00%
Q3 2013$6,0003000.00%
Other shareholders
FIRST TR MLP & ENERGY INCOME shareholders Q1 2014
NameSharesValueWeighting ↓
Essex LLC 705,049$5,112,0001.37%
Cambridge Advisors Inc. 198,536$1,439,0000.32%
MBM Wealth Consultants, LLC 92,511$671,0000.28%
Beta Wealth Group, Inc. 42,350$305,0000.22%
ALTFEST L J & CO INC 143,785$1,042,0000.20%
BARNES PETTEY FINANCIAL ADVISORS, LLC 23,283$169,0000.19%
Greytown Advisors Inc. 53,810$390,0000.17%
Quantedge Capital Pte Ltd 36,021$261,0000.11%
Royal Capital Wealth Management, LLC 15,179$110,0000.11%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 265,000$1,921,0000.10%
View complete list of FIRST TR MLP & ENERGY INCOME shareholders