FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 70 filers reported holding FIRST TR ENERGY INCOME & GRW in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $920,502 | -6.4% | 70,000 | -0.9% | 0.03% | -15.4% |
| Q2 2023 | $983,893 | +1.9% | 70,631 | -5.1% | 0.04% | -4.9% |
| Q1 2023 | $965,741 | -8.2% | 74,402 | +0.3% | 0.04% | -10.9% |
| Q4 2022 | $1,052,428 | -5.5% | 74,167 | -1.1% | 0.05% | -13.2% |
| Q3 2022 | $1,114,000 | -10.3% | 75,014 | -3.8% | 0.05% | -10.2% |
| Q2 2022 | $1,242,000 | +13.6% | 77,984 | -1.4% | 0.06% | +31.1% |
| Q4 2021 | $1,093,000 | -3.0% | 79,108 | -4.8% | 0.04% | -15.1% |
| Q3 2021 | $1,127,000 | -8.9% | 83,086 | -1.1% | 0.05% | -13.1% |
| Q2 2021 | $1,237,000 | -38.2% | 84,038 | -42.9% | 0.06% | -46.5% |
| Q1 2021 | $2,003,000 | +47.0% | 147,303 | +15.6% | 0.11% | +15.2% |
| Q4 2020 | $1,363,000 | +56.3% | 127,379 | +32.3% | 0.10% | +26.9% |
| Q3 2020 | $872,000 | +22.6% | 96,301 | +46.7% | 0.08% | +9.9% |
| Q2 2020 | $711,000 | +62.3% | 65,666 | +30.9% | 0.07% | +20.3% |
| Q1 2020 | $438,000 | +104.7% | 50,158 | +430.5% | 0.06% | +118.5% |
| Q4 2019 | $214,000 | – | 9,454 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegent Equity Advisors, Inc. | 101,763 | $1,651,000 | 1.39% |
| Coastal Bridge Advisors, LLC | 355,008 | $5,758,000 | 1.32% |
| Mystic Asset Management, Inc. | 104,565 | $1,696,000 | 0.91% |
| Reitz Capital Advisors LLC | 63,971 | $1,038,000 | 0.75% |
| Retirement Planning Co of New England, Inc. | 56,551 | $917,000 | 0.52% |
| Garrison Asset Management, LLC | 41,331 | $670,000 | 0.38% |
| All Season Financial Advisors, Inc. | 27,619 | $448,000 | 0.32% |
| ALTFEST L J & CO INC | 104,491 | $1,695,000 | 0.30% |
| BRASADA CAPITAL MANAGEMENT, LP | 183,658 | $2,978,000 | 0.28% |
| ICA Group Wealth Management, LLC | 66,959 | $1,091,000 | 0.21% |