FIRST TR MLP & ENERGY INCOME's ticker is FEI and the CUSIP is 33739B104. A total of 75 filers reported holding FIRST TR MLP & ENERGY INCOME in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $313,327 | +4391.5% | 40,639 | -95.5% | 0.00% | -96.7% |
| Q1 2023 | $6,976 | -9.3% | 913,123 | -7.3% | 0.03% | -23.1% |
| Q4 2022 | $7,695 | -99.9% | 985,276 | +3.5% | 0.04% | +11.4% |
| Q3 2022 | $6,809,000 | +11.9% | 952,390 | +20.3% | 0.04% | +9.4% |
| Q2 2022 | $6,087,000 | +4442.5% | 791,636 | +4771.0% | 0.03% | +3100.0% |
| Q1 2022 | $134,000 | +191.3% | 16,252 | +156.1% | 0.00% | – |
| Q4 2021 | $46,000 | +4.5% | 6,345 | +3.4% | 0.00% | – |
| Q3 2021 | $44,000 | -39.7% | 6,139 | -34.2% | 0.00% | – |
| Q2 2021 | $73,000 | -8.8% | 9,330 | -19.6% | 0.00% | -100.0% |
| Q1 2021 | $80,000 | +9.6% | 11,610 | -8.7% | 0.00% | 0.0% |
| Q4 2020 | $73,000 | -2.7% | 12,710 | -22.2% | 0.00% | 0.0% |
| Q3 2020 | $75,000 | -44.0% | 16,335 | -31.6% | 0.00% | 0.0% |
| Q2 2020 | $134,000 | -32.3% | 23,884 | -46.6% | 0.00% | -66.7% |
| Q1 2020 | $198,000 | – | 44,699 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Premier Fund Managers Ltd | 599,000 | $7,732,000 | 4.64% |
| KCS Wealth Advisory | 177,607 | $2,314,000 | 2.16% |
| TIEDEMANN ADVISORS, LLC | 704,785 | $9,189,000 | 0.59% |
| Intellectus Partners, LLC | 97,568 | $1,271,000 | 0.46% |
| UMB Bank, n.a. | 1,008,457 | $13,140,000 | 0.42% |
| DOLIVER ADVISORS, LP | 63,098 | $822,000 | 0.34% |
| Formidable Asset Management, LLC | 45,963 | $599,000 | 0.26% |
| Partnervest Advisory Services LLC | 35,000 | $456,000 | 0.21% |
| RMB Capital Management, LLC | 437,832 | $5,705,000 | 0.14% |
| OTA Financial Group L.P. | 19,870 | $258,000 | 0.10% |