Private Vista, LLC - FIRST TR ENERGY INCOME & GRW ownership

FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 69 filers reported holding FIRST TR ENERGY INCOME & GRW in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Private Vista, LLC ownership history of FIRST TR ENERGY INCOME & GRW
ValueSharesWeighting
Q2 2020$319,000
-47.7%
29,576
+8.4%
0.15%
+0.7%
Q2 2019$610,000
-39.5%
27,282
-41.2%
0.15%
-38.3%
Q1 2019$1,008,000
+17.2%
46,380
+0.9%
0.25%
+24.0%
Q4 2018$860,000
-27.3%
45,955
-12.5%
0.20%
-17.4%
Q3 2018$1,183,000
+1.2%
52,491
+3.1%
0.24%
-10.4%
Q2 2018$1,169,000
-13.5%
50,915
-7.1%
0.27%
-8.8%
Q3 2017$1,351,000
+353.4%
54,826
+367.9%
0.30%
+311.1%
Q2 2017$298,000
-11.8%
11,718
-6.5%
0.07%
-14.3%
Q1 2017$338,00012,5270.08%
Other shareholders
FIRST TR ENERGY INCOME & GRW shareholders Q2 2020
NameSharesValueWeighting ↓
Coastal Bridge Advisors, LLC 528,784$7,170,0001.66%
ALTFEST L J & CO INC 145,779$1,977,0000.41%
Garrison Asset Management, LLC 47,240$641,0000.39%
Reitz Capital Advisors LLC 20,265$275,0000.21%
Sowell Financial Services LLC 116,004$1,573,0000.11%
Clarus Group, Inc. 10,452$142,0000.10%
Bison Wealth, LLC 12,739$173,0000.08%
Advisors Asset Management, Inc. 325,199$4,410,0000.07%
Cetera Advisors LLC 199,489$2,705,0000.05%
Kingsview Wealth Management, LLC 83,086$1,127,0000.05%
View complete list of FIRST TR ENERGY INCOME & GRW shareholders