FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 67 filers reported holding FIRST TR ENERGY INCOME & GRW in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,425,000 | -2.1% | 108,398 | +3.7% | 0.09% | +9.9% |
| Q2 2023 | $1,456,000 | +107911.9% | 104,522 | +0.7% | 0.08% | -22.1% |
| Q1 2023 | $1,348 | -9.7% | 103,827 | -1.3% | 0.10% | +7.2% |
| Q4 2022 | $1,493 | -99.9% | 105,188 | -0.5% | 0.10% | -38.6% |
| Q3 2022 | $1,569,000 | -6.1% | 105,687 | +0.7% | 0.16% | +2.6% |
| Q2 2022 | $1,671,000 | +29.9% | 104,950 | +12.8% | 0.15% | +108.1% |
| Q4 2021 | $1,286,000 | -18.2% | 93,037 | -19.8% | 0.07% | -30.2% |
| Q3 2021 | $1,573,000 | -16.0% | 116,004 | -10.2% | 0.11% | -14.5% |
| Q2 2021 | $1,873,000 | -6.6% | 129,201 | -9.8% | 0.12% | +77.1% |
| Q1 2021 | $2,006,000 | +65.9% | 143,302 | +26.9% | 0.07% | +34.6% |
| Q4 2020 | $1,209,000 | +19.0% | 112,947 | +0.7% | 0.05% | +2.0% |
| Q3 2020 | $1,016,000 | -21.8% | 112,124 | -6.6% | 0.05% | -28.2% |
| Q2 2020 | $1,299,000 | +25.4% | 120,018 | +1.2% | 0.07% | -7.8% |
| Q1 2020 | $1,036,000 | -53.1% | 118,622 | +21.5% | 0.08% | -54.2% |
| Q4 2019 | $2,208,000 | +4.4% | 97,669 | +4.7% | 0.17% | -4.0% |
| Q3 2019 | $2,114,000 | +11.8% | 93,277 | +7.2% | 0.18% | -17.1% |
| Q1 2019 | $1,891,000 | +16.1% | 87,004 | +0.0% | 0.21% | -8.7% |
| Q4 2018 | $1,629,000 | -13.7% | 87,002 | +2.3% | 0.23% | -15.7% |
| Q3 2018 | $1,888,000 | – | 85,029 | – | 0.27% | – |
Download | ||||||
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% |