FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 60 filers reported holding FIRST TR ENERGY INCOME & GRW in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |