Beta Wealth Group, Inc. - FIRST TR ENERGY INFRASTRCTR ownership

FIRST TR ENERGY INFRASTRCTR's ticker is FIF and the CUSIP is 33738C103. A total of 57 filers reported holding FIRST TR ENERGY INFRASTRCTR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Beta Wealth Group, Inc. ownership history of FIRST TR ENERGY INFRASTRCTR
ValueSharesWeighting
Q4 2021$351,0000.0%27,5280.0%0.25%0.0%
Q3 2021$351,000
-17.0%
27,528
-11.3%
0.25%
-14.2%
Q2 2021$423,000
-4.7%
31,047
-13.4%
0.30%
-8.7%
Q1 2021$444,000
+16.5%
35,833
-1.5%
0.32%
-1.2%
Q4 2020$381,00036,3840.33%
Other shareholders
FIRST TR ENERGY INFRASTRCTR shareholders Q3 2023
NameSharesValueWeighting ↓
Armor Investment Advisors, LLC 153,050$1,370,0001.18%
Latash Investments, LLC 31,600$283,0000.44%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 439,209$3,931,0000.34%
Sterneck Capital Management, LLC 42,480$380,0000.32%
Pathway Financial Advisors LLC 69,194$614,0000.24%
Moloney Securities Asset Management, LLC 91,709$821,0000.22%
Kingsview Wealth Management, LLC 235,495$2,108,0000.19%
Advisors Asset Management, Inc. 1,017,764$9,109,0000.17%
Coastal Bridge Advisors, LLC 50,435$451,0000.14%
Matisse Capital 30,510$273,0000.11%
View complete list of FIRST TR ENERGY INFRASTRCTR shareholders