Jacobi Capital Management LLC - FIRST TR ENERGY INCOME & GRW ownership

FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 62 filers reported holding FIRST TR ENERGY INCOME & GRW in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of FIRST TR ENERGY INCOME & GRW
ValueSharesWeighting
Q3 2021$5,0000.0%3350.0%0.00%0.0%
Q2 2021$5,000
+25.0%
3350.0%0.00%0.0%
Q1 2021$4,0000.0%3350.0%0.00%0.0%
Q4 2020$4,000
+33.3%
3350.0%0.00%0.0%
Q3 2020$3,000
-25.0%
3350.0%0.00%0.0%
Q2 2020$4,000
+33.3%
3350.0%0.00%0.0%
Q1 2020$3,000
-62.5%
3350.0%0.00%0.0%
Q4 2019$8,0000.0%3350.0%0.00%
-50.0%
Q3 2019$8,000
+14.3%
3350.0%0.00%
+100.0%
Q2 2019$7,0000.0%3350.0%0.00%
-50.0%
Q1 2019$7,000
+16.7%
3350.0%0.00%0.0%
Q4 2018$6,000
-14.3%
3350.0%0.00%0.0%
Q3 2018$7,000
-12.5%
3350.0%0.00%0.0%
Q2 2018$8,000
+14.3%
3350.0%0.00%0.0%
Q1 2018$7,0003350.00%
Other shareholders
FIRST TR ENERGY INCOME & GRW shareholders Q3 2019
NameSharesValueWeighting ↓
Coastal Bridge Advisors, LLC 317,028$7,279,0002.93%
Riggs Asset Managment Co. Inc. 186,931$4,292,0001.89%
Garrison Asset Management, LLC 96,254$2,210,0001.11%
MONROE BANK & TRUST/MI 115,350$2,648,0000.82%
KCS Wealth Advisory 30,357$697,0000.65%
Hochman Cole Investment Advisors, Inc. 32,364$743,0000.49%
Cutter & CO Brokerage, Inc. 43,900$1,008,0000.39%
TIEDEMANN ADVISORS, LLC 218,925$5,026,0000.32%
Edge Wealth Management LLC 49,220$1,130,0000.29%
Private Vista, LLC 50,915$1,169,0000.27%
View complete list of FIRST TR ENERGY INCOME & GRW shareholders