SOA Wealth Advisors, LLC. - FIRST TR ENERGY INCOME & GRW ownership

FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 56 filers reported holding FIRST TR ENERGY INCOME & GRW in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of FIRST TR ENERGY INCOME & GRW
ValueSharesWeighting
Q3 2023$2,929
-5.6%
2230.0%0.00%0.0%
Q2 2023$3,103
+7.3%
2230.0%0.00%0.0%
Q1 2023$2,891
-8.5%
2230.0%0.00%0.0%
Q4 2022$3,161
+5.4%
223
+0.5%
0.00%0.0%
Q3 2022$3,0000.0%2220.0%0.00%0.0%
Q2 2022$3,0000.0%2220.0%0.00%0.0%
Q1 2022$3,0000.0%2220.0%0.00%0.0%
Q4 2021$3,0000.0%2220.0%0.00%0.0%
Q3 2021$3,0000.0%2220.0%0.00%0.0%
Q2 2021$3,000
+50.0%
222
+1.8%
0.00%0.0%
Q1 2021$2,0000.0%2180.0%0.00%0.0%
Q4 2020$2,0002180.00%
Other shareholders
FIRST TR ENERGY INCOME & GRW shareholders Q3 2021
NameSharesValueWeighting ↓
Coastal Bridge Advisors, LLC 528,784$7,170,0001.66%
ALTFEST L J & CO INC 145,779$1,977,0000.41%
Garrison Asset Management, LLC 47,240$641,0000.39%
Reitz Capital Advisors LLC 20,265$275,0000.21%
Sowell Financial Services LLC 116,004$1,573,0000.11%
Clarus Group, Inc. 10,452$142,0000.10%
Bison Wealth, LLC 12,739$173,0000.08%
Advisors Asset Management, Inc. 325,199$4,410,0000.07%
Cetera Advisors LLC 199,489$2,705,0000.05%
Kingsview Wealth Management, LLC 83,086$1,127,0000.05%
View complete list of FIRST TR ENERGY INCOME & GRW shareholders