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 Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |