FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 56 filers reported holding FIRST TR ENERGY INCOME & GRW in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $177,000 | -31.9% | 13,250 | -45.4% | 0.02% | -40.0% |
| Q4 2020 | $260,000 | +72.2% | 24,275 | +45.6% | 0.03% | +20.0% |
| Q3 2020 | $151,000 | -11.2% | 16,675 | +6.4% | 0.02% | +4.2% |
| Q2 2020 | $170,000 | -63.1% | 15,675 | +25.2% | 0.02% | -85.4% |
| Q3 2014 | $461,000 | +7.0% | 12,524 | +5.2% | 0.16% | +22.4% |
| Q2 2014 | $431,000 | – | 11,910 | – | 0.13% | – |
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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% |