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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $167 | -12.6% | 24,804 | 0.0% | 0.07% | -22.7% |
| Q4 2022 | $191 | -99.9% | 24,804 | +4.2% | 0.09% | +4.8% |
| Q3 2022 | $175,000 | -43.9% | 23,804 | -41.3% | 0.08% | -45.1% |
| Q2 2022 | $312,000 | -23.7% | 40,579 | -18.1% | 0.15% | -10.0% |
| Q1 2022 | $409,000 | -39.0% | 49,554 | -46.4% | 0.17% | -38.8% |
| Q4 2021 | $671,000 | -42.4% | 92,511 | -42.8% | 0.28% | -47.6% |
| Q3 2021 | $1,164,000 | -6.1% | 161,643 | +3.2% | 0.53% | -8.6% |
| Q2 2021 | $1,239,000 | +5.5% | 156,647 | -7.8% | 0.58% | -2.5% |
| Q1 2021 | $1,174,000 | +17.3% | 169,967 | -1.4% | 0.60% | +9.4% |
| Q4 2020 | $1,001,000 | +27.4% | 172,364 | +1.8% | 0.54% | +8.6% |
| Q3 2020 | $786,000 | -18.0% | 169,398 | -0.9% | 0.50% | -25.7% |
| Q2 2020 | $959,000 | +24.2% | 171,019 | -2.0% | 0.68% | +5.8% |
| Q1 2020 | $772,000 | -63.0% | 174,578 | -0.1% | 0.64% | -58.7% |
| Q4 2019 | $2,087,000 | +2.9% | 174,777 | -1.1% | 1.55% | -2.9% |
| Q3 2019 | $2,028,000 | -2.3% | 176,647 | +1.2% | 1.59% | -7.7% |
| Q2 2019 | $2,076,000 | +0.9% | 174,583 | -2.4% | 1.72% | -4.4% |
| Q1 2019 | $2,057,000 | +15.1% | 178,884 | -1.9% | 1.80% | +3.6% |
| Q4 2018 | $1,787,000 | – | 182,391 | – | 1.74% | – |
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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% |