FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 69 filers reported holding FIRST TR ENERGY INCOME & GRW in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,964 | -3.7% | 1,290 | +2.1% | 0.01% | 0.0% |
| Q2 2023 | $17,608 | +9.8% | 1,264 | +2.3% | 0.01% | 0.0% |
| Q1 2023 | $16,043 | +94270.6% | 1,236 | +2.1% | 0.01% | -14.3% |
| Q4 2022 | $17 | -99.9% | 1,211 | +1.9% | 0.01% | -12.5% |
| Q3 2022 | $18,000 | -5.3% | 1,188 | +1.8% | 0.01% | 0.0% |
| Q2 2022 | $19,000 | 0.0% | 1,167 | +1.8% | 0.01% | +14.3% |
| Q1 2022 | $19,000 | +18.8% | 1,146 | +2.0% | 0.01% | +16.7% |
| Q4 2021 | $16,000 | +6.7% | 1,124 | +2.0% | 0.01% | 0.0% |
| Q3 2021 | $15,000 | -6.2% | 1,102 | +2.0% | 0.01% | -14.3% |
| Q2 2021 | $16,000 | +14.3% | 1,080 | +2.1% | 0.01% | 0.0% |
| Q1 2021 | $14,000 | +27.3% | 1,058 | +2.5% | 0.01% | 0.0% |
| Q4 2020 | $11,000 | +22.2% | 1,032 | +3.2% | 0.01% | +16.7% |
| Q3 2020 | $9,000 | – | 1,000 | – | 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% |