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 Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $143,000 | -72.6% | 13,359 | -76.8% | 0.01% | -75.0% |
| Q3 2020 | $522,000 | -22.0% | 57,667 | -6.8% | 0.04% | -28.6% |
| Q2 2020 | $669,000 | +25.8% | 61,867 | +1.5% | 0.06% | -18.8% |
| Q1 2020 | $532,000 | -60.9% | 60,956 | +1.2% | 0.07% | -50.4% |
| Q4 2019 | $1,362,000 | -16.9% | 60,262 | -16.7% | 0.14% | -20.1% |
| Q3 2019 | $1,639,000 | – | 72,310 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coastal Bridge Advisors, LLC | 324,046 | $7,557,000 | 5.28% |
| AVALON CAPITAL MANAGEMENT | 119,481 | $2,786,000 | 2.23% |
| TIEDEMANN TRUST CO | 620,182 | $14,463,000 | 2.22% |
| TIEDEMANN ADVISORS, LLC | 108,160 | $2,522,000 | 2.00% |
| Riggs Asset Managment Co. Inc. | 109,955 | $2,564,000 | 1.84% |
| EnTrustPermal Management LLC | 97,188 | $2,267,000 | 1.83% |
| Garrison Asset Management, LLC | 91,357 | $2,130,000 | 1.49% |
| Jacobus Wealth Management, Inc. | 166,250 | $3,877,000 | 1.13% |
| Hochman Cole Investment Advisors, Inc. | 56,422 | $1,316,000 | 1.12% |
| Cutter & CO Brokerage, Inc. | 81,401 | $1,898,000 | 0.88% |