Steward Partners Investment Advisory, LLC - FIRST TR ENERGY INCOME & GRW ownership

FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 63 filers reported holding FIRST TR ENERGY INCOME & GRW in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of FIRST TR ENERGY INCOME & GRW
ValueSharesWeighting
Q3 2023$56,151
-5.6%
4,2700.0%0.00%0.0%
Q2 2023$59,481
+7.3%
4,2700.0%0.00%0.0%
Q1 2023$55,425
-8.5%
4,2700.0%0.00%0.0%
Q4 2022$60,591
-3.8%
4,2700.0%0.00%0.0%
Q3 2022$63,000
-7.4%
4,2700.0%0.00%0.0%
Q2 2022$68,000
-1.4%
4,2700.0%0.00%0.0%
Q1 2022$69,000
+16.9%
4,2700.0%0.00%0.0%
Q4 2021$59,000
+293.3%
4,270
+299.1%
0.00%
Q3 2021$15,000
-6.2%
1,0700.0%0.00%
Q2 2021$16,000
-99.9%
1,070
-50.0%
0.00%
Q1 2021$28,654,000
+286440.0%
2,140
+137.8%
0.00%
Q4 2020$10,000
-89.7%
900
-91.6%
0.00%
-100.0%
Q3 2020$97,000
-21.8%
10,700
-7.0%
0.00%
-50.0%
Q2 2020$124,000
+24.0%
11,5000.0%0.00%0.0%
Q1 2020$100,000
-61.7%
11,500
-0.6%
0.00%
-50.0%
Q4 2019$261,000
+0.4%
11,566
+0.6%
0.01%
-11.1%
Q3 2019$260,000
+1.6%
11,5000.0%0.01%0.0%
Q2 2019$256,000
+2.4%
11,5000.0%0.01%
-18.2%
Q1 2019$250,000
+16.3%
11,5000.0%0.01%
+10.0%
Q4 2018$215,000
+1164.7%
11,500
+1399.3%
0.01%
+900.0%
Q3 2018$17,000
-5.6%
7670.0%0.00%0.0%
Q2 2018$18,000
+12.5%
7670.0%0.00%0.0%
Q1 2018$16,000
-20.0%
7670.0%0.00%
-50.0%
Q4 2017$20,000
+233.3%
767
+187.3%
0.00%
+100.0%
Q3 2017$6,0000.0%2670.0%0.00%0.0%
Q2 2017$6,000
-14.3%
2670.0%0.00%0.0%
Q1 2017$7,0002670.00%
Other shareholders
FIRST TR ENERGY INCOME & GRW shareholders Q4 2020
NameSharesValueWeighting ↓
Coastal Bridge Advisors, LLC 528,784$7,170,0001.66%
ALTFEST L J & CO INC 145,779$1,977,0000.41%
Garrison Asset Management, LLC 47,240$641,0000.39%
Reitz Capital Advisors LLC 20,265$275,0000.21%
Sowell Financial Services LLC 116,004$1,573,0000.11%
Clarus Group, Inc. 10,452$142,0000.10%
Bison Wealth, LLC 12,739$173,0000.08%
Advisors Asset Management, Inc. 325,199$4,410,0000.07%
Cetera Advisors LLC 199,489$2,705,0000.05%
Kingsview Wealth Management, LLC 83,086$1,127,0000.05%
View complete list of FIRST TR ENERGY INCOME & GRW shareholders