FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 72 filers reported holding FIRST TR ENERGY INCOME & GRW in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $932,047 | -2.6% | 57,041 | -13.7% | 0.51% | +18.6% |
| Q4 2023 | $957,024 | +18.2% | 66,093 | +7.3% | 0.43% | -4.4% |
| Q3 2023 | $809,844 | -3.6% | 61,585 | +2.1% | 0.45% | -6.8% |
| Q2 2023 | $840,046 | +8.4% | 60,305 | +1.0% | 0.48% | +2.8% |
| Q1 2023 | $775,098 | -8.1% | 59,715 | +0.5% | 0.47% | -14.4% |
| Q4 2022 | $843,069 | -6.1% | 59,413 | -1.8% | 0.55% | -15.3% |
| Q3 2022 | $898,000 | -3.2% | 60,487 | +3.7% | 0.65% | +2.5% |
| Q2 2022 | $928,000 | +1.2% | 58,308 | +3.1% | 0.63% | +22.2% |
| Q1 2022 | $917,000 | +18.2% | 56,551 | +0.7% | 0.52% | +37.0% |
| Q4 2021 | $776,000 | – | 56,160 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coastal Bridge Advisors, LLC | 268,538 | $6,176,000 | 3.45% |
| EnTrustPermal Management LLC | 103,388 | $2,378,000 | 2.41% |
| TIEDEMANN TRUST CO | 591,650 | $13,608,000 | 1.98% |
| TIEDEMANN ADVISORS, LLC | 254,287 | $4,080,000 | 1.57% |
| Garrison Asset Management, LLC | 92,513 | $2,128,000 | 1.46% |
| AVALON CAPITAL MANAGEMENT | 68,847 | $1,583,000 | 1.43% |
| Hochman Cole Investment Advisors, Inc. | 52,294 | $1,203,000 | 1.02% |
| Jacobus Wealth Management, Inc. | 147,165 | $3,385,000 | 0.97% |
| Cutter & CO Brokerage, Inc. | 80,241 | $1,846,000 | 0.86% |
| Swift Run Capital | 50,000 | $1,150,000 | 0.67% |