FIRST TR MLP & ENERGY INCOME's ticker is FEI and the CUSIP is 33739B104. A total of 93 filers reported holding FIRST TR MLP & ENERGY INCOME in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $153,943 | -66.4% | 17,963 | -69.0% | 0.08% | -70.0% |
| 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 ↓ |
|---|---|---|---|
| TIEDEMANN TRUST CO | 809,058 | $17,435,000 | 1.50% |
| TIEDEMANN ADVISORS, LLC | 33,571 | $723,000 | 1.14% |
| CORNERSTONE ADVISORS INC | 221,427 | $4,772,000 | 0.95% |
| Partnervest Advisory Services LLC | 43,750 | $943,000 | 0.46% |
| Round Table Services, LLC | 15,000 | $323,000 | 0.26% |
| Advisors Asset Management, Inc. | 777,381 | $16,753,000 | 0.22% |
| COMERICA SECURITIES INC | 33,240 | $716,000 | 0.22% |
| LVW Advisors, LLC | 14,950 | $322,000 | 0.18% |
| Karpus Management, Inc. | 120,435 | $2,595,000 | 0.12% |
| Concert Wealth Management Inc. | 30,832 | $665,000 | 0.10% |