Iron Horse Wealth Management, LLC - FIRST TR MLP & ENERGY INCOME ownership

FIRST TR MLP & ENERGY INCOME's ticker is FEI and the CUSIP is 33739B104. A total of 83 filers reported holding FIRST TR MLP & ENERGY INCOME in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Iron Horse Wealth Management, LLC ownership history of FIRST TR MLP & ENERGY INCOME
ValueSharesWeighting
Q3 2023$1,978
+2.6%
2500.0%0.00%0.0%
Q2 2023$1,928
+0.9%
2500.0%0.00%0.0%
Q1 2023$1,910
+95400.0%
2500.0%0.00%0.0%
Q4 2022$2
-99.9%
2500.0%0.00%0.0%
Q2 2022$2,0000.0%2500.0%0.00%0.0%
Q1 2022$2,0000.0%2500.0%0.00%0.0%
Q4 2021$2,0000.0%2500.0%0.00%0.0%
Q3 2021$2,0000.0%2500.0%0.00%0.0%
Q2 2021$2,0000.0%2500.0%0.00%0.0%
Q1 2021$2,000
+100.0%
2500.0%0.00%0.0%
Q4 2020$1,0002500.00%
Other shareholders
FIRST TR MLP & ENERGY INCOME shareholders Q2 2023
NameSharesValueWeighting ↓
Premier Fund Managers Ltd 599,000$7,732,0004.64%
KCS Wealth Advisory 177,607$2,314,0002.16%
TIEDEMANN ADVISORS, LLC 704,785$9,189,0000.59%
Intellectus Partners, LLC 97,568$1,271,0000.46%
UMB Bank, n.a. 1,008,457$13,140,0000.42%
DOLIVER ADVISORS, LP 63,098$822,0000.34%
Formidable Asset Management, LLC 45,963$599,0000.26%
Partnervest Advisory Services LLC 35,000$456,0000.21%
Curi RMB Capital, LLC 437,832$5,705,0000.14%
OTA Financial Group L.P. 19,870$258,0000.10%
View complete list of FIRST TR MLP & ENERGY INCOME shareholders