Beta Wealth Group, Inc. - FIRST TR MLP & ENERGY INCOME ownership

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FIRST TR MLP & ENERGY INCOME's ticker is FEI and the CUSIP is 33739B104. A total of 75 filers reported holding FIRST TR MLP & ENERGY INCOME in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
Beta Wealth Group, Inc. ownership history of FIRST TR MLP & ENERGY INCOME
ValueSharesWeighting
Q4 2021$305,0000.0%42,3500.0%0.22%0.0%
Q3 2021$305,000
-13.1%
42,350
-4.5%
0.22%
-9.8%
Q2 2021$351,000
+0.9%
44,354
-11.9%
0.24%
-3.6%
Q1 2021$348,000
+15.6%
50,327
-2.8%
0.25%
-1.9%
Q4 2020$301,000–51,752–0.26%–
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Other shareholders
FIRST TR MLP & ENERGY INCOME shareholders Q4 2020
NameSharesValueWeighting ↓
Anfield Capital Management, LLC 324,707$2,503,4901.09%
WESPAC Advisors, LLC 102,111$787,2810.63%
Saba Capital Management, L.P. 2,879,072$22,197,6450.58%
Cambridge Advisors Inc. 231,025$1,781,2050.46%
Quantedge Capital Pte Ltd 110,763$853,9830.38%
Verity Asset Management, Inc. 33,941$261,6850.19%
Advisors Asset Management, Inc. 1,226,958$9,459,8460.19%
Formidable Asset Management, LLC 105,364$8120.18%
ALTFEST L J & CO INC 134,355$1,0360.16%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 295,765$2,280,3480.14%
View complete list of FIRST TR MLP & ENERGY INCOME shareholders