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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $396,200 | -5.6% | 30,129 | 0.0% | 0.50% | +6.6% |
| Q2 2023 | $419,699 | -12.1% | 30,129 | -18.1% | 0.47% | -0.8% |
| Q1 2023 | $477,405 | -53.9% | 36,780 | -49.6% | 0.47% | -61.8% |
| Q4 2022 | $1,035,864 | -19.6% | 73,000 | -15.9% | 1.24% | -35.9% |
| Q3 2022 | $1,289,000 | -7.7% | 86,810 | -1.0% | 1.93% | +6.7% |
| Q2 2022 | $1,396,000 | -15.4% | 87,704 | -13.8% | 1.81% | +30.3% |
| Q1 2022 | $1,651,000 | -5.1% | 101,763 | -19.2% | 1.39% | -1.5% |
| Q4 2021 | $1,739,000 | – | 125,882 | – | 1.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coastal Bridge Advisors, LLC | 528,784 | $7,170,000 | 1.66% |
| ALTFEST L J & CO INC | 145,779 | $1,977,000 | 0.41% |
| Garrison Asset Management, LLC | 47,240 | $641,000 | 0.39% |
| Reitz Capital Advisors LLC | 20,265 | $275,000 | 0.21% |
| Sowell Financial Services LLC | 116,004 | $1,573,000 | 0.11% |
| Clarus Group, Inc. | 10,452 | $142,000 | 0.10% |
| Bison Wealth, LLC | 12,739 | $173,000 | 0.08% |
| Advisors Asset Management, Inc. | 325,199 | $4,410,000 | 0.07% |
| Cetera Advisors LLC | 199,489 | $2,705,000 | 0.05% |
| Kingsview Wealth Management, LLC | 83,086 | $1,127,000 | 0.05% |