FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 57 filers reported holding FIRST TR ENERGY INCOME & GRW in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $76,000 | +15.2% | 3,501 | 0.0% | 0.03% | +14.8% |
| Q4 2018 | $66,000 | -16.5% | 3,501 | -13.6% | 0.03% | -15.6% |
| Q3 2018 | $79,000 | -38.8% | 4,051 | -28.0% | 0.03% | -34.7% |
| Q2 2018 | $129,000 | +5.7% | 5,625 | +0.4% | 0.05% | +8.9% |
| Q1 2018 | $122,000 | -34.1% | 5,602 | -19.9% | 0.04% | -32.8% |
| Q4 2017 | $185,000 | -32.2% | 6,995 | -36.8% | 0.07% | -36.8% |
| Q3 2017 | $273,000 | -18.0% | 11,063 | -15.5% | 0.11% | -23.7% |
| Q2 2017 | $333,000 | -9.5% | 13,085 | -4.2% | 0.14% | -12.6% |
| Q1 2017 | $368,000 | +4.5% | 13,657 | +2.9% | 0.16% | -1.9% |
| Q4 2016 | $352,000 | -9.3% | 13,274 | -7.3% | 0.16% | -10.0% |
| Q3 2016 | $388,000 | +6.9% | 14,322 | +0.6% | 0.18% | +2.3% |
| Q2 2016 | $363,000 | +13.1% | 14,235 | +3.3% | 0.18% | +14.3% |
| Q1 2016 | $321,000 | -3.6% | 13,785 | -5.0% | 0.15% | +4.1% |
| Q4 2015 | $333,000 | – | 14,518 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coastal Bridge Advisors, LLC | 722,963 | $16,137,000 | 4.78% |
| Garrison Asset Management, LLC | 81,076 | $1,810,000 | 0.94% |
| Riggs Asset Managment Co. Inc. | 59,023 | $1,317,000 | 0.74% |
| MONROE BANK & TRUST/MI | 83,380 | $1,861,000 | 0.62% |
| Keudell/Morrison Wealth Management | 23,390 | $495,000 | 0.43% |
| PATTON ALBERTSON MILLER GROUP, LLC | 66,541 | $1,411,000 | 0.41% |
| Next Capital Management LLC | 23,606 | $527,000 | 0.35% |
| Hochman Cole Investment Advisors, Inc. | 25,306 | $565,000 | 0.34% |
| SCHNIEDERS CAPITAL MANAGEMENT LLC | 23,900 | $534,000 | 0.21% |
| Advisors Asset Management, Inc. | 471,896 | $10,533,000 | 0.19% |