FIRST TR ENERGY INCOME & GRW's ticker is FEN and the CUSIP is 33738G104. A total of 64 filers reported holding FIRST TR ENERGY INCOME & GRW in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $186,730 | -5.6% | 14,200 | 0.0% | 0.09% | +3.4% |
| Q2 2023 | $197,806 | +7.3% | 14,200 | 0.0% | 0.09% | 0.0% |
| Q1 2023 | $184,316 | -8.5% | 14,200 | 0.0% | 0.09% | -12.1% |
| Q4 2022 | $201,498 | -4.5% | 14,200 | 0.0% | 0.10% | +54.7% |
| Q3 2022 | $211,000 | -6.6% | 14,200 | 0.0% | 0.06% | -15.8% |
| Q2 2022 | $226,000 | -1.7% | 14,200 | 0.0% | 0.08% | +61.7% |
| Q1 2022 | $230,000 | +17.3% | 14,200 | 0.0% | 0.05% | +9.3% |
| Q4 2021 | $196,000 | -4.9% | 14,200 | 0.0% | 0.04% | -10.4% |
| Q2 2021 | $206,000 | +8.4% | 14,200 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $190,000 | – | 14,200 | – | 0.05% | – |
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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% |