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 | $271,913 | -23.1% | 20,977 | -17.4% | 0.08% | -14.6% |
| Q2 2023 | $353,616 | -15.7% | 25,385 | -21.4% | 0.09% | -11.0% |
| Q1 2023 | $419,384 | -13.2% | 32,310 | -4.5% | 0.10% | -12.3% |
| Q4 2022 | $483,407 | -24.0% | 33,835 | -21.0% | 0.11% | -15.6% |
| Q3 2022 | $636,000 | -19.2% | 42,817 | -14.6% | 0.14% | -8.2% |
| Q2 2022 | $787,000 | -27.9% | 50,148 | -25.1% | 0.15% | -29.0% |
| Q1 2022 | $1,091,000 | – | 66,959 | – | 0.21% | – |
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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% |