FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 71 filers reported holding FIRST TR ENERGY INCOME & GRW in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $244,653 | -1.6% | 17,563 | -8.3% | 0.03% | -6.7% |
| Q1 2023 | $248,684 | -22.4% | 19,159 | -15.2% | 0.03% | -25.0% |
| Q4 2022 | $320,410 | -14.8% | 22,580 | -10.8% | 0.04% | -20.0% |
| Q3 2022 | $376,000 | -12.1% | 25,305 | -5.9% | 0.05% | -5.7% |
| Q2 2022 | $428,000 | -7.0% | 26,886 | -5.2% | 0.05% | +8.2% |
| Q1 2022 | $460,000 | +17.0% | 28,366 | -0.2% | 0.05% | +16.7% |
| Q4 2021 | $393,000 | -2.7% | 28,416 | -4.5% | 0.04% | -4.5% |
| Q3 2021 | $404,000 | -9.0% | 29,765 | -2.8% | 0.04% | -10.2% |
| Q2 2021 | $444,000 | +7.8% | 30,611 | -0.5% | 0.05% | 0.0% |
| Q1 2021 | $412,000 | – | 30,757 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegent Equity Advisors, Inc. | 101,763 | $1,651,000 | 1.39% |
| Coastal Bridge Advisors, LLC | 355,008 | $5,758,000 | 1.32% |
| Mystic Asset Management, Inc. | 104,565 | $1,696,000 | 0.91% |
| Reitz Capital Advisors LLC | 63,971 | $1,038,000 | 0.75% |
| Retirement Planning Co of New England, Inc. | 56,551 | $917,000 | 0.52% |
| Garrison Asset Management, LLC | 41,331 | $670,000 | 0.38% |
| All Season Financial Advisors, Inc. | 27,619 | $448,000 | 0.32% |
| ALTFEST L J & CO INC | 104,491 | $1,695,000 | 0.30% |
| BRASADA CAPITAL MANAGEMENT, LP | 183,658 | $2,978,000 | 0.28% |
| ICA Group Wealth Management, LLC | 66,959 | $1,091,000 | 0.21% |