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 64 filers reported holding FIRST TR ENERGY INCOME & GRW in Q4 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 Q4 2021
NameSharesValueWeighting ↓
Coastal Bridge Advisors, LLC 391,829$6,238,0001.92%
Stegent Equity Advisors, Inc. 87,704$1,396,0001.81%
Reitz Capital Advisors LLC 78,521$1,250,0001.12%
Mystic Asset Management, Inc. 106,775$1,699,0001.04%
Retirement Planning Co of New England, Inc. 58,308$928,0000.63%
Garrison Asset Management, LLC 41,176$656,0000.44%
BRASADA CAPITAL MANAGEMENT, LP 106,956$1,703,0000.38%
All Season Financial Advisors, Inc. 27,903$444,0000.38%
ALTFEST L J & CO INC 104,586$1,665,0000.30%
Clarus Group, Inc. 11,557$184,0000.15%
View complete list of FIRST TR ENERGY INCOME & GRW shareholders