FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 73 filers reported holding FIRST TR ENERGY INCOME & GRW in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $138,640 | -74.2% | 10,543 | -72.7% | 0.08% | -68.2% |
| Q2 2023 | $537,698 | +154.1% | 38,600 | +136.8% | 0.24% | +188.0% |
| Q1 2023 | $211,574 | +38.3% | 16,300 | +54.0% | 0.08% | +13.7% |
| Q2 2021 | $153,000 | -77.9% | 10,581 | -79.5% | 0.07% | -86.7% |
| Q1 2021 | $691,000 | -71.1% | 51,581 | -76.9% | 0.55% | -61.2% |
| Q4 2020 | $2,388,000 | – | 223,172 | – | 1.41% | – |
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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% |