Private Advisor Group, LLC - FIRST TR ENERGY INCOME & GRW ownership

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
Private Advisor Group, LLC ownership history of FIRST TR ENERGY INCOME & GRW
ValueSharesWeighting
Q3 2023$519,731
-2.3%
39,523
+3.5%
0.01%0.0%
Q2 2023$532,109
+10.1%
38,199
+2.6%
0.01%0.0%
Q1 2023$483,364
+97747.0%
37,239
+7.0%
0.01%
Q4 2022$494
-99.9%
34,796
+5.0%
0.00%
-100.0%
Q3 2022$492,000
+41.0%
33,143
+51.2%
0.01%
+100.0%
Q2 2022$349,000
+80.8%
21,913
+84.3%
0.00%
+200.0%
Q1 2022$193,000
+3760.0%
11,888
+2277.6%
0.00%
Q2 2020$5,000
-99.1%
500
-98.1%
0.00%
-100.0%
Q1 2018$578,000
-22.5%
26,562
-11.9%
0.02%
+27.8%
Q3 2017$746,000
-2.9%
30,161
-0.9%
0.02%
-14.3%
Q2 2017$768,000
-2.7%
30,448
+4.5%
0.02%
-4.5%
Q1 2017$789,000
+77.7%
29,126
+77.8%
0.02%
+46.7%
Q4 2016$444,000
+5.7%
16,377
+1.4%
0.02%
-11.8%
Q3 2016$420,000
+0.7%
16,148
-3.3%
0.02%0.0%
Q2 2016$417,000
+6.4%
16,705
-0.6%
0.02%
-10.5%
Q1 2016$392,000
+2.1%
16,807
+0.8%
0.02%
+5.6%
Q4 2015$384,000
+2.7%
16,674
+13.2%
0.02%
-14.3%
Q3 2015$374,000
-10.1%
14,724
+11.1%
0.02%
+5.0%
Q2 2015$416,000
+3.0%
13,253
+12.5%
0.02%
-13.0%
Q1 2015$404,000
-54.8%
11,777
-51.9%
0.02%
-60.3%
Q4 2014$893,000
-28.8%
24,468
-28.3%
0.06%
-33.3%
Q3 2014$1,255,000
+29.5%
34,122
+27.2%
0.09%
+4.8%
Q2 2014$969,000
+9.7%
26,815
-0.6%
0.08%
-10.8%
Q1 2014$883,000
+142.6%
26,972
+139.1%
0.09%
+126.8%
Q4 2013$364,00011,2810.04%
Other shareholders
FIRST TR ENERGY INCOME & GRW shareholders Q3 2023
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