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 | $1,523,702 | -6.6% | 115,871 | -1.0% | 0.86% | -2.1% |
| Q2 2023 | $1,630,730 | +7.4% | 117,066 | +0.1% | 0.87% | +4.3% |
| Q1 2023 | $1,517,829 | -7.6% | 116,936 | +1.0% | 0.84% | -10.3% |
| Q4 2022 | $1,643,202 | -3.4% | 115,800 | +1.0% | 0.93% | -14.3% |
| Q3 2022 | $1,701,000 | +0.1% | 114,600 | +7.3% | 1.09% | +5.2% |
| Q2 2022 | $1,699,000 | +0.2% | 106,775 | +2.1% | 1.04% | +13.6% |
| Q1 2022 | $1,696,000 | +25.1% | 104,565 | +6.5% | 0.91% | +42.3% |
| Q4 2021 | $1,356,000 | – | 98,140 | – | 0.64% | – |
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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% |