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 Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,591,340 | +3.5% | 327,603 | +0.9% | 1.24% | +13.1% |
| Q2 2023 | $2,503,490 | +13.2% | 324,707 | +12.2% | 1.09% | +6.7% |
| Q1 2023 | $2,211,474 | +6.3% | 289,460 | +8.7% | 1.02% | +0.7% |
| Q4 2022 | $2,080,287 | -0.6% | 266,362 | -9.0% | 1.02% | +1.9% |
| Q3 2022 | $2,092,000 | -6.8% | 292,557 | +0.2% | 1.00% | -1.9% |
| Q2 2022 | $2,245,000 | -1.0% | 291,932 | +6.4% | 1.02% | +22.6% |
| Q1 2022 | $2,267,000 | – | 274,496 | – | 0.83% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Premier Fund Managers Ltd | 599,000 | $7,732,000 | 4.64% |
| KCS Wealth Advisory | 177,607 | $2,314,000 | 2.16% |
| TIEDEMANN ADVISORS, LLC | 704,785 | $9,189,000 | 0.59% |
| Intellectus Partners, LLC | 97,568 | $1,271,000 | 0.46% |
| UMB Bank, n.a. | 1,008,457 | $13,140,000 | 0.42% |
| DOLIVER ADVISORS, LP | 63,098 | $822,000 | 0.34% |
| Formidable Asset Management, LLC | 45,963 | $599,000 | 0.26% |
| Partnervest Advisory Services LLC | 35,000 | $456,000 | 0.21% |
| Curi RMB Capital, LLC | 437,832 | $5,705,000 | 0.14% |
| OTA Financial Group L.P. | 19,870 | $258,000 | 0.10% |