FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 1 filers reported holding FIRST TR ENERGY INCOME & GRW in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $147,931 | -3.0% | 11,388 | +1.1% | 0.02% | -6.2% |
| Q2 2023 | $152,579 | +4.2% | 11,260 | +1.2% | 0.02% | -15.8% |
| Q1 2023 | $146,414 | -6.0% | 11,126 | +1.1% | 0.02% | -17.4% |
| Q4 2022 | $155,819 | -3.8% | 11,004 | +1.0% | 0.02% | -30.3% |
| Q3 2022 | $162,000 | -5.8% | 10,895 | +1.0% | 0.03% | -10.8% |
| Q2 2022 | $172,000 | -1.7% | 10,790 | +1.0% | 0.04% | -5.1% |
| Q1 2022 | $175,000 | +4.8% | 10,686 | +1.0% | 0.04% | -23.5% |
| Q4 2021 | $167,000 | – | 10,583 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coastal Bridge Advisors, LLC | 317,028 | $7,279,000 | 2.93% |
| Riggs Asset Managment Co. Inc. | 186,931 | $4,292,000 | 1.89% |
| Garrison Asset Management, LLC | 96,254 | $2,210,000 | 1.11% |
| MONROE BANK & TRUST/MI | 115,350 | $2,648,000 | 0.82% |
| KCS Wealth Advisory | 30,357 | $697,000 | 0.65% |
| Hochman Cole Investment Advisors, Inc. | 32,364 | $743,000 | 0.49% |
| Cutter & CO Brokerage, Inc. | 43,900 | $1,008,000 | 0.39% |
| TIEDEMANN ADVISORS, LLC | 218,925 | $5,026,000 | 0.32% |
| Edge Wealth Management LLC | 49,220 | $1,130,000 | 0.29% |
| Private Vista, LLC | 50,915 | $1,169,000 | 0.27% |