CASTLE WEALTH MANAGEMENT LLC - FIRST TR ENERGY INCOME & GRW ownership

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
CASTLE WEALTH MANAGEMENT LLC ownership history of FIRST TR ENERGY INCOME & GRW
ValueSharesWeighting
Q3 2022$107,000
-11.6%
7,178
-5.9%
0.06%
-7.1%
Q2 2022$121,0007,6290.07%
Other shareholders
FIRST TR ENERGY INCOME & GRW shareholders Q3 2023
NameSharesValueWeighting ↓
Coastal Bridge Advisors, LLC 722,963$16,137,0004.78%
Garrison Asset Management, LLC 81,076$1,810,0000.94%
Riggs Asset Managment Co. Inc. 59,023$1,317,0000.74%
MONROE BANK & TRUST/MI 83,380$1,861,0000.62%
Keudell/Morrison Wealth Management 23,390$495,0000.43%
PATTON ALBERTSON MILLER GROUP, LLC 66,541$1,411,0000.41%
Next Capital Management LLC 23,606$527,0000.35%
Hochman Cole Investment Advisors, Inc. 25,306$565,0000.34%
SCHNIEDERS CAPITAL MANAGEMENT LLC 23,900$534,0000.21%
Advisors Asset Management, Inc. 471,896$10,533,0000.19%
View complete list of FIRST TR ENERGY INCOME & GRW shareholders