FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 63 filers reported holding FIRST TR ENERGY INCOME & GRW in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,236 | -4.1% | 170 | +1.8% | 0.00% | – |
| Q2 2023 | $2,331 | +9.2% | 167 | +1.8% | 0.00% | – |
| Q1 2023 | $2,134 | -7.1% | 164 | +1.2% | 0.00% | – |
| Q4 2022 | $2,296 | +14.8% | 162 | +1.9% | 0.00% | – |
| Q3 2022 | $2,000 | -33.3% | 159 | +1.3% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 157 | +1.3% | 0.00% | – |
| Q1 2022 | $3,000 | +50.0% | 155 | +1.3% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 153 | +2.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 150 | +2.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 147 | +2.8% | 0.00% | – |
| Q1 2021 | $2,000 | +100.0% | 143 | +2.1% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 140 | +3.7% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 135 | +2.3% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 132 | +5.6% | 0.00% | – |
| Q1 2020 | $1,000 | -66.7% | 125 | +2.5% | 0.00% | – |
| Q4 2019 | $3,000 | – | 122 | – | 0.00% | – |
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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% |