FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 73 filers reported holding FIRST TR ENERGY INCOME & GRW in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $149,976 | -5.6% | 11,405 | 0.0% | 0.11% | -6.0% |
| Q2 2023 | $158,872 | +7.3% | 11,405 | 0.0% | 0.12% | -16.5% |
| Q1 2023 | $148,037 | -16.9% | 11,405 | -9.2% | 0.14% | -10.9% |
| Q4 2022 | $178,184 | -4.2% | 12,557 | 0.0% | 0.16% | -8.2% |
| Q3 2022 | $186,000 | +1.1% | 12,557 | +8.7% | 0.17% | +10.4% |
| Q2 2022 | $184,000 | +1.7% | 11,557 | +3.7% | 0.15% | +25.2% |
| Q1 2022 | $181,000 | +26.6% | 11,142 | +6.6% | 0.12% | +28.1% |
| Q4 2021 | $143,000 | +0.7% | 10,452 | 0.0% | 0.10% | -2.0% |
| Q3 2021 | $142,000 | -8.4% | 10,452 | 0.0% | 0.10% | -15.5% |
| Q2 2021 | $155,000 | +9.2% | 10,452 | 0.0% | 0.12% | -1.7% |
| Q1 2021 | $142,000 | – | 10,452 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coastal Bridge Advisors, LLC | 391,829 | $6,238,000 | 1.92% |
| Stegent Equity Advisors, Inc. | 87,704 | $1,396,000 | 1.81% |
| Reitz Capital Advisors LLC | 78,521 | $1,250,000 | 1.12% |
| Mystic Asset Management, Inc. | 106,775 | $1,699,000 | 1.04% |
| Retirement Planning Co of New England, Inc. | 58,308 | $928,000 | 0.63% |
| Garrison Asset Management, LLC | 41,176 | $656,000 | 0.44% |
| BRASADA CAPITAL MANAGEMENT, LP | 106,956 | $1,703,000 | 0.38% |
| All Season Financial Advisors, Inc. | 27,903 | $444,000 | 0.38% |
| ALTFEST L J & CO INC | 104,586 | $1,665,000 | 0.30% |
| Clarus Group, Inc. | 11,557 | $184,000 | 0.15% |