FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 73 filers reported holding FIRST TR ENERGY INCOME & GRW in Q3 2023. 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 | 391,829 | $6,238,000 | 1.92% |
| Stegent Equity Advisors, Inc. | 87,704 | $1,396,000 | 1.81% |
| Reitz Capital Advisors LLC | 78,521 | $1,250,000 | 1.12% |
| Mystic Asset Management, Inc. | 106,775 | $1,699,000 | 1.04% |
| Retirement Planning Co of New England, Inc. | 58,308 | $928,000 | 0.63% |
| Garrison Asset Management, LLC | 41,176 | $656,000 | 0.44% |
| BRASADA CAPITAL MANAGEMENT, LP | 106,956 | $1,703,000 | 0.38% |
| All Season Financial Advisors, Inc. | 27,903 | $444,000 | 0.38% |
| ALTFEST L J & CO INC | 104,586 | $1,665,000 | 0.30% |
| Clarus Group, Inc. | 11,557 | $184,000 | 0.15% |