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 327,603$2,591,3401.24%
Saba Capital Management, L.P. 3,386,641$26,788,3300.64%
WESPAC Advisors, LLC 100,688$796,4480.60%
Cambridge Advisors Inc. 234,976$1,858,6610.50%
Quantedge Capital Pte Ltd 57,963$458,4870.25%
Formidable Asset Management, LLC 131,464$1,039,8800.23%
Advisors Asset Management, Inc. 1,223,872$9,680,8280.21%
ALTFEST L J & CO INC 132,079$1,0450.16%
Verity Asset Management, Inc. 28,033$221,7410.16%
WHITENER CAPITAL MANAGEMENT, INC. 40,400$319,5640.13%
View complete list of FIRST TR MLP & ENERGY INCOME shareholders