FIRST TR MLP & ENERGY INCOME's ticker is FEI and the CUSIP is 33739B104. A total of 83 filers reported holding FIRST TR MLP & ENERGY INCOME 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 | $458,487 | -46.3% | 57,963 | -47.7% | 0.25% | -34.2% |
| Q2 2023 | $853,983 | +17.3% | 110,763 | +16.3% | 0.38% | +33.8% |
| Q1 2023 | $727,809 | -10.5% | 95,263 | -8.5% | 0.28% | +4.0% |
| Q4 2022 | $813,333 | +39.3% | 104,140 | +27.4% | 0.27% | +51.7% |
| Q3 2022 | $584,000 | -24.0% | 81,740 | -18.2% | 0.18% | +16.1% |
| Q2 2022 | $768,000 | +3.9% | 99,918 | +11.6% | 0.16% | -28.9% |
| Q1 2022 | $739,000 | +183.1% | 89,518 | +148.5% | 0.22% | +98.2% |
| Q4 2021 | $261,000 | -72.6% | 36,021 | -72.8% | 0.11% | -76.1% |
| Q3 2021 | $953,000 | +79.8% | 132,336 | +97.4% | 0.46% | +82.2% |
| Q2 2021 | $530,000 | -61.8% | 67,053 | -66.6% | 0.25% | -77.0% |
| Q1 2021 | $1,389,000 | -54.4% | 200,953 | -61.7% | 1.10% | -39.0% |
| Q4 2020 | $3,048,000 | – | 524,634 | – | 1.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Premier Fund Managers Ltd | 599,000 | $7,732,000 | 4.64% |
| KCS Wealth Advisory | 177,607 | $2,314,000 | 2.16% |
| TIEDEMANN ADVISORS, LLC | 704,785 | $9,189,000 | 0.59% |
| Intellectus Partners, LLC | 97,568 | $1,271,000 | 0.46% |
| UMB Bank, n.a. | 1,008,457 | $13,140,000 | 0.42% |
| DOLIVER ADVISORS, LP | 63,098 | $822,000 | 0.34% |
| Formidable Asset Management, LLC | 45,963 | $599,000 | 0.26% |
| Partnervest Advisory Services LLC | 35,000 | $456,000 | 0.21% |
| RMB Capital Management, LLC | 437,832 | $5,705,000 | 0.14% |
| OTA Financial Group L.P. | 19,870 | $258,000 | 0.10% |