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 71 filers reported holding FIRST TR ENERGY INCOME & GRW in Q4 2022. 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 2022
NameSharesValueWeighting ↓
Stegent Equity Advisors, Inc. 101,763$1,651,0001.39%
Coastal Bridge Advisors, LLC 355,008$5,758,0001.32%
Mystic Asset Management, Inc. 104,565$1,696,0000.91%
Reitz Capital Advisors LLC 63,971$1,038,0000.75%
Retirement Planning Co of New England, Inc. 56,551$917,0000.52%
Garrison Asset Management, LLC 41,331$670,0000.38%
All Season Financial Advisors, Inc. 27,619$448,0000.32%
ALTFEST L J & CO INC 104,491$1,695,0000.30%
BRASADA CAPITAL MANAGEMENT, LP 183,658$2,978,0000.28%
ICA Group Wealth Management, LLC 66,959$1,091,0000.21%
View complete list of FIRST TR ENERGY INCOME & GRW shareholders