FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 57 filers reported holding FIRST TR ENERGY INCOME & GRW in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $214,000 | +24.4% | 19,758 | 0.0% | 0.12% | 0.0% |
| Q1 2020 | $172,000 | -68.6% | 19,758 | -18.3% | 0.12% | -60.4% |
| Q4 2019 | $547,000 | -0.2% | 24,171 | 0.0% | 0.30% | -12.9% |
| Q3 2019 | $548,000 | -3.0% | 24,171 | -4.5% | 0.34% | +1.5% |
| Q2 2019 | $565,000 | +2.7% | 25,306 | 0.0% | 0.34% | +2.7% |
| Q1 2019 | $550,000 | +16.0% | 25,306 | 0.0% | 0.33% | +0.6% |
| Q4 2018 | $474,000 | -34.1% | 25,306 | -21.8% | 0.33% | -27.2% |
| Q3 2018 | $719,000 | -3.2% | 32,364 | 0.0% | 0.45% | -8.4% |
| Q2 2018 | $743,000 | -19.4% | 32,364 | -23.7% | 0.49% | -24.0% |
| Q1 2018 | $922,000 | -33.1% | 42,409 | -18.5% | 0.64% | -25.9% |
| Q4 2017 | $1,379,000 | -8.1% | 52,035 | -14.6% | 0.87% | -11.7% |
| Q3 2017 | $1,501,000 | -5.2% | 60,898 | -2.2% | 0.98% | -10.2% |
| Q2 2017 | $1,583,000 | -10.1% | 62,280 | -4.5% | 1.10% | -14.3% |
| Q1 2017 | $1,760,000 | -0.2% | 65,218 | -1.9% | 1.28% | 0.0% |
| Q4 2016 | $1,764,000 | +10.4% | 66,455 | +12.6% | 1.28% | +7.2% |
| Q3 2016 | $1,598,000 | +13.7% | 58,997 | +7.0% | 1.19% | +3.6% |
| Q2 2016 | $1,405,000 | +6.8% | 55,128 | -2.3% | 1.15% | +2.6% |
| Q1 2016 | $1,316,000 | +9.4% | 56,422 | +7.9% | 1.12% | +10.0% |
| Q4 2015 | $1,203,000 | – | 52,294 | – | 1.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coastal Bridge Advisors, LLC | 391,829 | $6,238,000 | 1.92% |
| Stegent Equity Advisors, Inc. | 87,704 | $1,396,000 | 1.81% |
| Reitz Capital Advisors LLC | 78,521 | $1,250,000 | 1.12% |
| Mystic Asset Management, Inc. | 106,775 | $1,699,000 | 1.04% |
| Retirement Planning Co of New England, Inc. | 58,308 | $928,000 | 0.63% |
| Garrison Asset Management, LLC | 41,176 | $656,000 | 0.44% |
| BRASADA CAPITAL MANAGEMENT, LP | 106,956 | $1,703,000 | 0.38% |
| All Season Financial Advisors, Inc. | 27,903 | $444,000 | 0.38% |
| ALTFEST L J & CO INC | 104,586 | $1,665,000 | 0.30% |
| Clarus Group, Inc. | 11,557 | $184,000 | 0.15% |