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

FIRST TR MLP & ENERGY INCOME's ticker is FEI and the CUSIP is 33739B104. A total of 69 filers reported holding FIRST TR MLP & ENERGY INCOME in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

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$301,00051,7520.26%
Other shareholders
FIRST TR MLP & ENERGY INCOME shareholders Q2 2021
NameSharesValueWeighting ↓
TIEDEMANN TRUST CO 534,137$10,569,0001.15%
ROBINSON CAPITAL MANAGEMENT, LLC 17,653$349,0000.52%
Partnervest Advisory Services LLC 53,300$1,055,0000.47%
Round Table Services, LLC 15,000$297,0000.33%
Sterneck Capital Management, LLC 13,757$272,0000.15%
CORNERSTONE ADVISORS INC 29,606$586,0000.14%
Concert Wealth Management Inc. 29,716$582,0000.07%
Advisors Asset Management, Inc. 235,926$4,669,0000.07%
SII INVESTMENTS INC/WI 18,095$338,0000.06%
STERNE AGEE GROUP, INC. 13,800$273,0000.05%
View complete list of FIRST TR MLP & ENERGY INCOME shareholders