Allworth Financial LP - FIRST TR ENERGY INCOME & GRW ownership

FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 71 filers reported holding FIRST TR ENERGY INCOME & GRW in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of FIRST TR ENERGY INCOME & GRW
ValueSharesWeighting
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$3,0000.0%157
+1.3%
0.00%
Q1 2022$3,000
+50.0%
155
+1.3%
0.00%
Q4 2021$2,0000.0%153
+2.0%
0.00%
Q3 2021$2,0000.0%150
+2.0%
0.00%
Q2 2021$2,0000.0%147
+2.8%
0.00%
Q1 2021$2,000
+100.0%
143
+2.1%
0.00%
Q4 2020$1,0000.0%140
+3.7%
0.00%
Q3 2020$1,0000.0%135
+2.3%
0.00%
Q2 2020$1,0000.0%132
+5.6%
0.00%
Q1 2020$1,000
-66.7%
125
+2.5%
0.00%
Q4 2019$3,0001220.00%
Other shareholders
FIRST TR ENERGY INCOME & GRW shareholders Q4 2022
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