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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
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% |