FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 61 filers reported holding FIRST TR ENERGY INCOME & GRW in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $193,000 | -10.6% | 8,690 | -7.5% | 0.04% | -18.5% |
| Q2 2018 | $216,000 | +3.8% | 9,390 | -1.8% | 0.05% | +8.0% |
| Q1 2018 | $208,000 | -18.1% | 9,565 | 0.0% | 0.05% | -18.0% |
| Q4 2017 | $254,000 | +7.2% | 9,565 | -0.5% | 0.06% | +1.7% |
| Q3 2017 | $237,000 | -8.8% | 9,615 | -5.9% | 0.06% | -17.8% |
| Q2 2017 | $260,000 | +26.8% | 10,215 | +32.4% | 0.07% | +14.1% |
| Q1 2017 | $205,000 | 0.0% | 7,715 | 0.0% | 0.06% | 0.0% |
| Q4 2016 | $205,000 | -0.5% | 7,715 | +1.3% | 0.06% | -1.5% |
| Q3 2016 | $206,000 | +10.2% | 7,615 | +3.9% | 0.06% | 0.0% |
| Q2 2016 | $187,000 | +9.4% | 7,330 | 0.0% | 0.06% | -7.1% |
| Q1 2016 | $171,000 | +1.2% | 7,330 | 0.0% | 0.07% | -55.4% |
| Q4 2015 | $169,000 | -6.6% | 7,330 | +2.8% | 0.16% | +82.6% |
| Q3 2015 | $181,000 | – | 7,130 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coastal Bridge Advisors, LLC | 391,829 | $6,238,000 | 1.92% |
| Stegent Equity Advisors, Inc. | 87,704 | $1,396,000 | 1.81% |
| Reitz Capital Advisors LLC | 78,521 | $1,250,000 | 1.12% |
| Mystic Asset Management, Inc. | 106,775 | $1,699,000 | 1.04% |
| Retirement Planning Co of New England, Inc. | 58,308 | $928,000 | 0.63% |
| Garrison Asset Management, LLC | 41,176 | $656,000 | 0.44% |
| BRASADA CAPITAL MANAGEMENT, LP | 106,956 | $1,703,000 | 0.38% |
| All Season Financial Advisors, Inc. | 27,903 | $444,000 | 0.38% |
| ALTFEST L J & CO INC | 104,586 | $1,665,000 | 0.30% |
| Clarus Group, Inc. | 11,557 | $184,000 | 0.15% |