Mosaic Family Wealth, LLC - FIRST TR ENERGY INCOME & GRW ownership

FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 68 filers reported holding FIRST TR ENERGY INCOME & GRW in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of FIRST TR ENERGY INCOME & GRW
ValueSharesWeighting
Q1 2019$76,000
+15.2%
3,5010.0%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$333,00014,5180.15%
Other shareholders
FIRST TR ENERGY INCOME & GRW shareholders Q2 2018
NameSharesValueWeighting ↓
Coastal Bridge Advisors, LLC 528,784$7,170,0001.66%
ALTFEST L J & CO INC 145,779$1,977,0000.41%
Garrison Asset Management, LLC 47,240$641,0000.39%
Reitz Capital Advisors LLC 20,265$275,0000.21%
Sowell Financial Services LLC 116,004$1,573,0000.11%
Clarus Group, Inc. 10,452$142,0000.10%
Bison Wealth, LLC 12,739$173,0000.08%
Advisors Asset Management, Inc. 325,199$4,410,0000.07%
Cetera Advisors LLC 199,489$2,705,0000.05%
Kingsview Wealth Management, LLC 83,086$1,127,0000.05%
View complete list of FIRST TR ENERGY INCOME & GRW shareholders