FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 70 filers reported holding FIRST TR ENERGY INCOME & GRW in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $144,433 | -5.6% | 10,984 | +0.0% | 0.03% | 0.0% |
| Q2 2023 | $152,965 | +11.0% | 10,981 | 0.0% | 0.03% | -34.9% |
| Q1 2023 | $137,811 | -10.8% | 10,981 | +0.0% | 0.04% | -12.2% |
| Q4 2022 | $154,540 | -15.6% | 10,976 | -11.4% | 0.05% | -31.9% |
| Q3 2022 | $183,000 | -3.7% | 12,383 | +4.0% | 0.07% | -33.9% |
| Q2 2022 | $190,000 | -1.6% | 11,906 | +0.0% | 0.11% | +11.2% |
| Q1 2022 | $193,000 | +13.5% | 11,904 | -3.3% | 0.10% | -1.0% |
| Q4 2021 | $170,000 | -1.7% | 12,316 | -3.3% | 0.10% | +25.3% |
| Q3 2021 | $173,000 | -9.9% | 12,739 | -3.8% | 0.08% | -6.0% |
| Q2 2021 | $192,000 | +36.2% | 13,237 | +25.5% | 0.08% | +40.0% |
| Q1 2021 | $141,000 | -37.1% | 10,545 | +59.1% | 0.06% | -54.2% |
| Q2 2015 | $224,000 | – | 6,627 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegent Equity Advisors, Inc. | 101,763 | $1,651,000 | 1.39% |
| Coastal Bridge Advisors, LLC | 355,008 | $5,758,000 | 1.32% |
| Mystic Asset Management, Inc. | 104,565 | $1,696,000 | 0.91% |
| Reitz Capital Advisors LLC | 63,971 | $1,038,000 | 0.75% |
| Retirement Planning Co of New England, Inc. | 56,551 | $917,000 | 0.52% |
| Garrison Asset Management, LLC | 41,331 | $670,000 | 0.38% |
| All Season Financial Advisors, Inc. | 27,619 | $448,000 | 0.32% |
| ALTFEST L J & CO INC | 104,491 | $1,695,000 | 0.30% |
| BRASADA CAPITAL MANAGEMENT, LP | 183,658 | $2,978,000 | 0.28% |
| ICA Group Wealth Management, LLC | 66,959 | $1,091,000 | 0.21% |