FIRST TR ENERGY INFRASTRCTR's ticker is FIF and the CUSIP is 33738C103.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $182,846 | +5.0% | 12,077 | +2.0% | 0.05% | +6.7% |
| Q2 2023 | $174,103 | +4.6% | 11,844 | +2.0% | 0.04% | -2.2% |
| Q1 2023 | $166,453 | +0.8% | 11,608 | +1.3% | 0.05% | -8.0% |
| Q4 2022 | $165,170 | +9.4% | 11,454 | +1.3% | 0.05% | 0.0% |
| Q3 2022 | $151,000 | -5.6% | 11,303 | +1.3% | 0.05% | -3.8% |
| Q2 2022 | $160,000 | -4.8% | 11,162 | +1.3% | 0.05% | +2.0% |
| Q1 2022 | $168,000 | +14.3% | 11,020 | +1.3% | 0.05% | +13.3% |
| Q4 2021 | $147,000 | – | 10,874 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armor Investment Advisors, LLC | 174,078 | $2,219,000 | 1.39% |
| Quantedge Capital Pte Ltd | 82,553 | $1,053,000 | 0.51% |
| MARINER INVESTMENT GROUP LLC | 12,939 | $165,000 | 0.45% |
| Latash Investments, LLC | 33,447 | $426,000 | 0.27% |
| Beta Wealth Group, Inc. | 27,528 | $351,000 | 0.25% |
| Sterneck Capital Management, LLC | 30,509 | $389,000 | 0.25% |
| Magnus Financial Group LLC | 70,671 | $901,000 | 0.19% |
| Shaker Financial Services, LLC | 35,853 | $457,000 | 0.18% |
| Wealthspire Advisors, LLC | 662,361 | $8,445,000 | 0.18% |
| Advisors Asset Management, Inc. | 785,712 | $10,018,000 | 0.15% |