FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 73 filers reported holding FIRST TR ENERGY INCOME & GRW in Q3 2023. 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 ↓ |
|---|---|---|---|
| Coastal Bridge Advisors, LLC | 528,784 | $7,170,000 | 1.66% |
| ALTFEST L J & CO INC | 145,779 | $1,977,000 | 0.41% |
| Garrison Asset Management, LLC | 47,240 | $641,000 | 0.39% |
| Reitz Capital Advisors LLC | 20,265 | $275,000 | 0.21% |
| Sowell Financial Services LLC | 116,004 | $1,573,000 | 0.11% |
| Clarus Group, Inc. | 10,452 | $142,000 | 0.10% |
| Bison Wealth, LLC | 12,739 | $173,000 | 0.08% |
| Advisors Asset Management, Inc. | 325,199 | $4,410,000 | 0.07% |
| Cetera Advisors LLC | 199,489 | $2,705,000 | 0.05% |
| Kingsview Wealth Management, LLC | 83,086 | $1,127,000 | 0.05% |