FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 64 filers reported holding FIRST TR ENERGY INCOME & GRW in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $129,800 | -8.5% | 10,000 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $141,900 | -4.1% | 10,000 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $148,000 | -6.9% | 10,000 | 0.0% | 0.02% | +23.1% |
| Q2 2022 | $159,000 | -1.9% | 10,000 | 0.0% | 0.01% | +18.2% |
| Q1 2022 | $162,000 | +17.4% | 10,000 | 0.0% | 0.01% | +22.2% |
| Q4 2021 | $138,000 | +1.5% | 10,000 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $136,000 | -6.2% | 10,000 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $145,000 | +8.2% | 10,000 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $134,000 | +25.2% | 10,000 | 0.0% | 0.01% | +22.2% |
| Q4 2020 | $107,000 | +17.6% | 10,000 | 0.0% | 0.01% | +12.5% |
| Q3 2020 | $91,000 | -15.7% | 10,000 | 0.0% | 0.01% | -27.3% |
| Q2 2020 | $108,000 | -59.6% | 10,000 | -16.7% | 0.01% | -56.0% |
| Q3 2018 | $267,000 | -3.3% | 12,000 | 0.0% | 0.02% | -7.4% |
| Q2 2018 | $276,000 | +5.7% | 12,000 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $261,000 | – | 12,000 | – | 0.03% | – |
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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% |