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 | $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 | 722,963 | $16,137,000 | 4.78% |
| Garrison Asset Management, LLC | 81,076 | $1,810,000 | 0.94% |
| Riggs Asset Managment Co. Inc. | 59,023 | $1,317,000 | 0.74% |
| MONROE BANK & TRUST/MI | 83,380 | $1,861,000 | 0.62% |
| Keudell/Morrison Wealth Management | 23,390 | $495,000 | 0.43% |
| PATTON ALBERTSON MILLER GROUP, LLC | 66,541 | $1,411,000 | 0.41% |
| Next Capital Management LLC | 23,606 | $527,000 | 0.35% |
| Hochman Cole Investment Advisors, Inc. | 25,306 | $565,000 | 0.34% |
| SCHNIEDERS CAPITAL MANAGEMENT LLC | 23,900 | $534,000 | 0.21% |
| Advisors Asset Management, Inc. | 471,896 | $10,533,000 | 0.19% |