FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 67 filers reported holding FIRST TR ENERGY INCOME & GRW in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $296,000 | -7.5% | 18,225 | -21.4% | 0.04% | -9.1% |
| Q4 2021 | $320,000 | -0.9% | 23,175 | -2.7% | 0.04% | -10.2% |
| Q3 2021 | $323,000 | -12.7% | 23,825 | -6.6% | 0.05% | -12.5% |
| Q2 2021 | $370,000 | +29.8% | 25,505 | -3.1% | 0.06% | -11.1% |
| Q2 2020 | $285,000 | +4.4% | 26,327 | -15.7% | 0.06% | -12.5% |
| Q1 2020 | $273,000 | -64.1% | 31,237 | -7.1% | 0.07% | -54.4% |
| Q4 2019 | $760,000 | -3.1% | 33,627 | -2.7% | 0.16% | -8.7% |
| Q3 2019 | $784,000 | -0.8% | 34,577 | -2.4% | 0.17% | -2.8% |
| Q2 2019 | $790,000 | +4.6% | 35,415 | +2.0% | 0.18% | -1.1% |
| Q1 2019 | $755,000 | -10.8% | 34,715 | -23.2% | 0.18% | -21.7% |
| Q4 2018 | $846,000 | +293.5% | 45,186 | +457.4% | 0.23% | +296.6% |
| Q4 2017 | $215,000 | – | 8,107 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coastal Bridge Advisors, LLC | 391,829 | $6,238,000 | 1.92% |
| Stegent Equity Advisors, Inc. | 87,704 | $1,396,000 | 1.81% |
| Reitz Capital Advisors LLC | 78,521 | $1,250,000 | 1.12% |
| Mystic Asset Management, Inc. | 106,775 | $1,699,000 | 1.04% |
| Retirement Planning Co of New England, Inc. | 58,308 | $928,000 | 0.63% |
| Garrison Asset Management, LLC | 41,176 | $656,000 | 0.44% |
| BRASADA CAPITAL MANAGEMENT, LP | 106,956 | $1,703,000 | 0.38% |
| All Season Financial Advisors, Inc. | 27,903 | $444,000 | 0.38% |
| ALTFEST L J & CO INC | 104,586 | $1,665,000 | 0.30% |
| Clarus Group, Inc. | 11,557 | $184,000 | 0.15% |