FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 63 filers reported holding FIRST TR ENERGY INCOME & GRW in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,678,999 | -2.5% | 127,680 | +3.2% | 0.00% | -33.3% |
| Q2 2023 | $1,721,637 | +9.0% | 123,702 | +1.7% | 0.00% | 0.0% |
| Q1 2023 | $1,578,981 | -5.1% | 121,595 | +3.6% | 0.00% | 0.0% |
| Q4 2022 | $1,663,522 | +2.2% | 117,324 | +7.2% | 0.00% | -25.0% |
| Q3 2022 | $1,627,000 | -1.0% | 109,483 | +6.1% | 0.00% | 0.0% |
| Q2 2022 | $1,644,000 | -55.4% | 103,166 | +14.4% | 0.00% | -42.9% |
| Q1 2022 | $3,687,000 | +237.6% | 90,185 | +14.4% | 0.01% | +250.0% |
| Q4 2021 | $1,092,000 | +8.8% | 78,806 | +6.4% | 0.00% | 0.0% |
| Q3 2021 | $1,004,000 | +4.9% | 74,048 | +12.3% | 0.00% | 0.0% |
| Q2 2021 | $957,000 | +20.7% | 65,966 | +11.2% | 0.00% | 0.0% |
| Q1 2021 | $793,000 | +116.1% | 59,329 | +72.8% | 0.00% | +100.0% |
| Q4 2020 | $367,000 | -46.1% | 34,328 | -54.4% | 0.00% | -50.0% |
| Q3 2020 | $681,000 | -68.5% | 75,332 | -62.3% | 0.00% | -71.4% |
| Q2 2020 | $2,161,000 | +33.1% | 199,764 | +7.4% | 0.01% | 0.0% |
| Q1 2020 | $1,624,000 | – | 186,030 | – | 0.01% | – |
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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% |