FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 73 filers reported holding FIRST TR ENERGY INCOME & GRW in Q3 2023. 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 | 528,784 | $7,170,000 | 1.66% |
| ALTFEST L J & CO INC | 145,779 | $1,977,000 | 0.41% |
| Garrison Asset Management, LLC | 47,240 | $641,000 | 0.39% |
| Reitz Capital Advisors LLC | 20,265 | $275,000 | 0.21% |
| Sowell Financial Services LLC | 116,004 | $1,573,000 | 0.11% |
| Clarus Group, Inc. | 10,452 | $142,000 | 0.10% |
| Bison Wealth, LLC | 12,739 | $173,000 | 0.08% |
| Advisors Asset Management, Inc. | 325,199 | $4,410,000 | 0.07% |
| Cetera Advisors LLC | 199,489 | $2,705,000 | 0.05% |
| Kingsview Wealth Management, LLC | 83,086 | $1,127,000 | 0.05% |