Ellevest, Inc. - FIRST TR ENERGY INCOME & GRW ownership

FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 71 filers reported holding FIRST TR ENERGY INCOME & GRW in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Ellevest, Inc. ownership history of FIRST TR ENERGY INCOME & GRW
ValueSharesWeighting
Q1 2023$32,450
-8.5%
2,5000.0%0.00%0.0%
Q4 2022$35,4752,5000.00%
Other shareholders
FIRST TR ENERGY INCOME & GRW shareholders Q2 2023
NameSharesValueWeighting ↓
Coastal Bridge Advisors, LLC 268,538$6,176,0003.45%
EnTrustPermal Management LLC 103,388$2,378,0002.41%
TIEDEMANN TRUST CO 591,650$13,608,0001.98%
TIEDEMANN ADVISORS, LLC 254,287$4,080,0001.57%
Garrison Asset Management, LLC 92,513$2,128,0001.46%
AVALON CAPITAL MANAGEMENT 68,847$1,583,0001.43%
Hochman Cole Investment Advisors, Inc. 52,294$1,203,0001.02%
Jacobus Wealth Management, Inc. 147,165$3,385,0000.97%
Cutter & CO Brokerage, Inc. 80,241$1,846,0000.86%
Swift Run Capital 50,000$1,150,0000.67%
View complete list of FIRST TR ENERGY INCOME & GRW shareholders