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 ↓ |
|---|---|---|---|
| Stegent Equity Advisors, Inc. | 101,763 | $1,651,000 | 1.39% |
| Coastal Bridge Advisors, LLC | 355,008 | $5,758,000 | 1.32% |
| Mystic Asset Management, Inc. | 104,565 | $1,696,000 | 0.91% |
| Reitz Capital Advisors LLC | 63,971 | $1,038,000 | 0.75% |
| Retirement Planning Co of New England, Inc. | 56,551 | $917,000 | 0.52% |
| Garrison Asset Management, LLC | 41,331 | $670,000 | 0.38% |
| All Season Financial Advisors, Inc. | 27,619 | $448,000 | 0.32% |
| ALTFEST L J & CO INC | 104,491 | $1,695,000 | 0.30% |
| BRASADA CAPITAL MANAGEMENT, LP | 183,658 | $2,978,000 | 0.28% |
| ICA Group Wealth Management, LLC | 66,959 | $1,091,000 | 0.21% |