NEXT Financial Group, Inc - FIRST TR ENERGY INCOME & GRW ownership

FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 63 filers reported holding FIRST TR ENERGY INCOME & GRW in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of FIRST TR ENERGY INCOME & GRW
ValueSharesWeighting
Q4 2021$21,0000.0%1,526
+0.7%
0.00%
-50.0%
Q3 2021$21,000
-8.7%
1,516
-5.1%
0.00%0.0%
Q2 2021$23,000
-51.1%
1,597
-54.0%
0.00%
-50.0%
Q1 2021$47,000
+23.7%
3,474
-2.1%
0.00%0.0%
Q4 2020$38,000
-11.6%
3,548
-24.4%
0.00%
-20.0%
Q3 2020$43,000
+19.4%
4,694
+13.6%
0.01%0.0%
Q1 2020$36,000
-72.9%
4,131
-30.0%
0.01%
-64.3%
Q4 2019$133,000
-57.9%
5,901
-57.7%
0.01%
-58.8%
Q3 2019$316,000
+4.3%
13,949
+2.9%
0.03%
+6.2%
Q2 2019$303,000
+51.5%
13,558
+47.3%
0.03%
-37.3%
Q1 2019$200,000
-9.9%
9,205
-22.4%
0.05%
+10.9%
Q4 2018$222,000
+32.1%
11,868
+56.6%
0.05%
-41.0%
Q3 2018$168,000
-17.2%
7,577
-18.7%
0.08%
+81.4%
Q1 2018$203,000
+36.2%
9,318
+53.3%
0.04%
+4.9%
Q3 2017$149,000
-99.9%
6,077
+1.8%
0.04%
+10.8%
Q2 2017$152,000,0000.0%5,968
+7.1%
0.04%
-11.9%
Q1 2017$152,000,000
-35.0%
5,571
-36.7%
0.04%
+2.4%
Q4 2016$234,000,000
+102083.4%
8,804
+4.0%
0.04%0.0%
Q3 2016$229,000
+42.2%
8,464
+33.9%
0.04%
-19.6%
Q2 2016$161,000
+11.8%
6,321
+2.0%
0.05%0.0%
Q1 2016$144,000
+3.6%
6,197
+2.5%
0.05%
-1.9%
Q4 2015$139,000
-36.5%
6,045
-30.0%
0.05%
-33.3%
Q3 2015$219,000
-15.1%
8,634
+4.8%
0.08%
-12.4%
Q2 2015$258,000
-10.4%
8,235
-2.2%
0.09%
-3.3%
Q1 2015$288,000
+40.5%
8,418
+49.6%
0.09%
+35.3%
Q4 2014$205,000
-40.1%
5,628
-39.5%
0.07%0.0%
Q3 2014$342,000
-23.7%
9,299
-26.5%
0.07%
-70.9%
Q2 2014$448,00012,6460.23%
Other shareholders
FIRST TR ENERGY INCOME & GRW shareholders Q4 2020
NameSharesValueWeighting ↓
Coastal Bridge Advisors, LLC 391,829$6,238,0001.92%
Stegent Equity Advisors, Inc. 87,704$1,396,0001.81%
Reitz Capital Advisors LLC 78,521$1,250,0001.12%
Mystic Asset Management, Inc. 106,775$1,699,0001.04%
Retirement Planning Co of New England, Inc. 58,308$928,0000.63%
Garrison Asset Management, LLC 41,176$656,0000.44%
BRASADA CAPITAL MANAGEMENT, LP 106,956$1,703,0000.38%
All Season Financial Advisors, Inc. 27,903$444,0000.38%
ALTFEST L J & CO INC 104,586$1,665,0000.30%
Clarus Group, Inc. 11,557$184,0000.15%
View complete list of FIRST TR ENERGY INCOME & GRW shareholders