Realta Investment Advisors - FIRST TR ENERGY INCOME & GRW ownership

FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 56 filers reported holding FIRST TR ENERGY INCOME & GRW in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Realta Investment Advisors ownership history of FIRST TR ENERGY INCOME & GRW
ValueSharesWeighting
Q3 2021$198,000
+17.2%
14,636
+25.7%
0.05%
+17.5%
Q2 2021$169,000
+87.8%
11,647
+166.8%
0.04%
+60.0%
Q4 2019$90,000
+2.3%
4,365
+10.8%
0.02%
+4.2%
Q3 2019$88,000
+144.4%
3,939
+149.1%
0.02%
+140.0%
Q2 2019$36,0001,5810.01%
Other shareholders
FIRST TR ENERGY INCOME & GRW shareholders Q3 2021
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