FIRST TR MLP & ENERGY INCOME's ticker is FEI and the CUSIP is 33739B104. A total of 83 filers reported holding FIRST TR MLP & ENERGY INCOME 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 | $1,842,080 | +21.4% | 232,881 | +18.3% | 0.00% | 0.0% |
| Q2 2023 | $1,517,809 | -6.2% | 196,863 | -7.0% | 0.00% | 0.0% |
| Q1 2023 | $1,618,085 | +1.6% | 211,790 | +3.8% | 0.00% | 0.0% |
| Q4 2022 | $1,593,000 | +4.9% | 203,961 | -4.1% | 0.00% | 0.0% |
| Q3 2022 | $1,519,000 | -10.2% | 212,690 | -3.3% | 0.00% | -25.0% |
| Q2 2022 | $1,691,000 | -6.2% | 219,857 | +0.7% | 0.00% | +33.3% |
| Q1 2022 | $1,803,000 | +12.3% | 218,263 | -1.5% | 0.00% | 0.0% |
| Q4 2021 | $1,605,000 | -3.2% | 221,534 | -3.8% | 0.00% | 0.0% |
| Q3 2021 | $1,658,000 | -6.4% | 230,341 | +2.9% | 0.00% | -25.0% |
| Q2 2021 | $1,771,000 | +15.8% | 223,940 | +1.2% | 0.00% | 0.0% |
| Q1 2021 | $1,530,000 | +16.3% | 221,298 | -2.4% | 0.00% | 0.0% |
| Q4 2020 | $1,316,000 | +14.3% | 226,703 | -8.6% | 0.00% | +33.3% |
| Q3 2020 | $1,151,000 | -13.4% | 247,952 | +4.8% | 0.00% | -25.0% |
| Q2 2020 | $1,329,000 | +33.2% | 236,686 | +4.8% | 0.00% | 0.0% |
| Q1 2020 | $998,000 | – | 225,767 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Premier Fund Managers Ltd | 599,000 | $7,732,000 | 4.64% |
| KCS Wealth Advisory | 177,607 | $2,314,000 | 2.16% |
| TIEDEMANN ADVISORS, LLC | 704,785 | $9,189,000 | 0.59% |
| Intellectus Partners, LLC | 97,568 | $1,271,000 | 0.46% |
| UMB Bank, n.a. | 1,008,457 | $13,140,000 | 0.42% |
| DOLIVER ADVISORS, LP | 63,098 | $822,000 | 0.34% |
| Formidable Asset Management, LLC | 45,963 | $599,000 | 0.26% |
| Partnervest Advisory Services LLC | 35,000 | $456,000 | 0.21% |
| RMB Capital Management, LLC | 437,832 | $5,705,000 | 0.14% |
| OTA Financial Group L.P. | 19,870 | $258,000 | 0.10% |