COMMONWEALTH EQUITY SERVICES, LLC - FIRST TR ENERGY INCOME & GRW ownership

FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 70 filers reported holding FIRST TR ENERGY INCOME & GRW in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
COMMONWEALTH EQUITY SERVICES, LLC ownership history of FIRST TR ENERGY INCOME & GRW
ValueSharesWeighting
Q3 2023$844
-12.8%
64,162
-7.7%
0.00%0.0%
Q2 2023$968
-14.9%
69,501
-20.7%
0.00%0.0%
Q1 2023$1,137
-9.0%
87,616
-0.6%
0.00%
-33.3%
Q4 2022$1,250
-99.9%
88,119
+0.9%
0.00%0.0%
Q3 2022$1,297,000
-8.7%
87,368
-2.2%
0.00%
-25.0%
Q2 2022$1,421,000
-2.9%
89,317
-1.0%
0.00%
+33.3%
Q1 2022$1,463,000
+19.3%
90,237
+1.7%
0.00%0.0%
Q4 2021$1,226,000
+2.9%
88,747
+1.0%
0.00%0.0%
Q3 2021$1,191,000
-9.8%
87,905
-3.6%
0.00%0.0%
Q2 2021$1,321,000
+14.0%
91,168
+5.3%
0.00%0.0%
Q1 2021$1,159,000
+26.3%
86,603
+0.9%
0.00%0.0%
Q4 2020$918,000
+16.1%
85,844
-1.8%
0.00%0.0%
Q3 2020$791,000
-15.5%
87,410
+1.0%
0.00%
-25.0%
Q2 2020$936,000
+26.5%
86,521
+2.0%
0.00%
+33.3%
Q1 2020$740,000
-41.9%
84,788
+50.4%
0.00%
-40.0%
Q4 2019$1,274,000
+25.6%
56,385
+25.9%
0.01%
+25.0%
Q3 2019$1,014,000
+0.8%
44,775
-0.7%
0.00%0.0%
Q2 2019$1,006,000
+6.0%
45,088
+3.3%
0.00%0.0%
Q1 2019$949,000
+13.0%
43,663
-2.8%
0.00%0.0%
Q4 2018$840,000
-22.0%
44,902
-7.4%
0.00%
-20.0%
Q3 2018$1,077,000
+2.7%
48,501
+6.2%
0.01%0.0%
Q2 2018$1,049,000
+7.9%
45,679
+2.2%
0.01%0.0%
Q1 2018$972,000
-17.6%
44,705
+0.4%
0.01%
-16.7%
Q4 2017$1,180,00044,5230.01%
Other shareholders
FIRST TR ENERGY INCOME & GRW shareholders Q1 2022
NameSharesValueWeighting ↓
Stegent Equity Advisors, Inc. 101,763$1,651,0001.39%
Coastal Bridge Advisors, LLC 355,008$5,758,0001.32%
Mystic Asset Management, Inc. 104,565$1,696,0000.91%
Reitz Capital Advisors LLC 63,971$1,038,0000.75%
Retirement Planning Co of New England, Inc. 56,551$917,0000.52%
Garrison Asset Management, LLC 41,331$670,0000.38%
All Season Financial Advisors, Inc. 27,619$448,0000.32%
ALTFEST L J & CO INC 104,491$1,695,0000.30%
BRASADA CAPITAL MANAGEMENT, LP 183,658$2,978,0000.28%
ICA Group Wealth Management, LLC 66,959$1,091,0000.21%
View complete list of FIRST TR ENERGY INCOME & GRW shareholders