FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 64 filers reported holding FIRST TR ENERGY INCOME & GRW in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $167,200 | +7.8% | 10,450 | +10.1% | 0.01% | 0.0% |
| Q1 2024 | $155,148 | +54.5% | 9,495 | +37.0% | 0.01% | +40.0% |
| Q4 2023 | $100,390 | +4026.2% | 6,933 | +3647.6% | 0.01% | – |
| Q3 2023 | $2,433 | -64.3% | 185 | -50.0% | 0.00% | – |
| Q2 2023 | $6,813 | -7.3% | 370 | +15.3% | 0.00% | – |
| Q1 2023 | $7,350 | +2694.7% | 321 | -97.2% | 0.00% | -100.0% |
| Q4 2022 | $263 | -99.8% | 11,561 | +99.1% | 0.01% | +75.0% |
| Q3 2022 | $137,000 | +19.1% | 5,808 | +19.6% | 0.00% | 0.0% |
| Q2 2022 | $115,000 | 0.0% | 4,858 | 0.0% | 0.00% | +300.0% |
| Q1 2022 | $115,000 | +858.3% | 4,858 | +871.6% | 0.00% | – |
| Q3 2017 | $12,000 | -7.7% | 500 | 0.0% | 0.00% | -100.0% |
| Q2 2017 | $13,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $13,000 | -35.0% | 500 | -33.3% | 0.00% | 0.0% |
| Q4 2016 | $20,000 | -37.5% | 750 | -35.6% | 0.00% | -50.0% |
| Q3 2016 | $32,000 | -47.5% | 1,165 | -51.5% | 0.00% | -33.3% |
| Q2 2016 | $61,000 | +8.9% | 2,400 | -2.0% | 0.00% | -25.0% |
| Q4 2015 | $56,000 | – | 2,449 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coastal Bridge Advisors, LLC | 268,538 | $6,176,000 | 3.45% |
| EnTrustPermal Management LLC | 103,388 | $2,378,000 | 2.41% |
| TIEDEMANN TRUST CO | 591,650 | $13,608,000 | 1.98% |
| TIEDEMANN ADVISORS, LLC | 254,287 | $4,080,000 | 1.57% |
| Garrison Asset Management, LLC | 92,513 | $2,128,000 | 1.46% |
| AVALON CAPITAL MANAGEMENT | 68,847 | $1,583,000 | 1.43% |
| Hochman Cole Investment Advisors, Inc. | 52,294 | $1,203,000 | 1.02% |
| Jacobus Wealth Management, Inc. | 147,165 | $3,385,000 | 0.97% |
| Cutter & CO Brokerage, Inc. | 80,241 | $1,846,000 | 0.86% |
| Swift Run Capital | 50,000 | $1,150,000 | 0.67% |