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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,000 | -96.8% | 95 | -96.6% | 0.00% | -100.0% |
| Q3 2019 | $62,000 | -91.0% | 2,776 | -91.1% | 0.01% | -90.9% |
| Q2 2019 | $692,000 | 0.0% | 31,085 | -2.2% | 0.15% | -9.4% |
| Q1 2019 | $692,000 | +16.5% | 31,774 | +0.1% | 0.17% | +1.8% |
| Q4 2018 | $594,000 | -43.4% | 31,755 | -32.8% | 0.17% | -33.7% |
| Q3 2018 | $1,049,000 | -7.2% | 47,236 | -4.0% | 0.25% | -12.2% |
| Q2 2018 | $1,130,000 | +5.5% | 49,220 | 0.0% | 0.29% | +1.1% |
| Q1 2018 | $1,071,000 | -21.9% | 49,220 | -4.8% | 0.28% | -26.8% |
| Q4 2017 | $1,371,000 | – | 51,720 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegent Equity Advisors, Inc. | 101,763 | $1,651,000 | 1.39% |
| Coastal Bridge Advisors, LLC | 355,008 | $5,758,000 | 1.32% |
| Mystic Asset Management, Inc. | 104,565 | $1,696,000 | 0.91% |
| Reitz Capital Advisors LLC | 63,971 | $1,038,000 | 0.75% |
| Retirement Planning Co of New England, Inc. | 56,551 | $917,000 | 0.52% |
| Garrison Asset Management, LLC | 41,331 | $670,000 | 0.38% |
| All Season Financial Advisors, Inc. | 27,619 | $448,000 | 0.32% |
| ALTFEST L J & CO INC | 104,491 | $1,695,000 | 0.30% |
| BRASADA CAPITAL MANAGEMENT, LP | 183,658 | $2,978,000 | 0.28% |
| ICA Group Wealth Management, LLC | 66,959 | $1,091,000 | 0.21% |