FIRST TR MLP & ENERGY INCOME's ticker is FEI and the CUSIP is 33739B104. A total of 76 filers reported holding FIRST TR MLP & ENERGY INCOME 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 | $96,423 | +2.6% | 12,190 | 0.0% | 0.00% | -25.0% |
| Q2 2023 | $93,985 | +0.9% | 12,190 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $93,132 | -2.2% | 12,190 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $95,204 | +14.7% | 12,190 | +5.6% | 0.00% | 0.0% |
| Q3 2022 | $83,000 | -6.7% | 11,540 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $89,000 | +6.0% | 11,540 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $84,000 | +1.2% | 11,540 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $83,000 | -8.8% | 11,540 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $91,000 | +13.8% | 11,540 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $80,000 | +23.1% | 11,540 | +2.7% | 0.01% | 0.0% |
| Q4 2020 | $65,000 | – | 11,240 | – | 0.01% | – |
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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% |
| Curi RMB Capital, LLC | 437,832 | $5,705,000 | 0.14% |
| OTA Financial Group L.P. | 19,870 | $258,000 | 0.10% |