FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 64 filers reported holding FIRST TR ENERGY INCOME & GRW in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $637,970 | +9.3% | 47,788 | +14.1% | 1.22% | +128.5% |
| Q2 2023 | $583,653 | +32.8% | 41,899 | +23.7% | 0.53% | +31.3% |
| Q1 2023 | $439,542 | +42657.0% | 33,863 | -53.3% | 0.41% | -58.5% |
| Q4 2022 | $1,028 | -99.9% | 72,443 | -9.2% | 0.98% | -9.9% |
| Q3 2022 | $1,185,000 | -5.2% | 79,786 | +1.6% | 1.09% | -2.9% |
| Q2 2022 | $1,250,000 | +20.4% | 78,521 | +22.7% | 1.12% | +48.6% |
| Q1 2022 | $1,038,000 | +277.5% | 63,971 | +215.7% | 0.75% | +265.5% |
| Q3 2021 | $275,000 | – | 20,265 | – | 0.21% | – |
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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% |