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 | $400,516 | -16.5% | 30,458 | -11.5% | 0.00% | 0.0% |
| Q2 2023 | $479,446 | +0.2% | 34,418 | -6.6% | 0.00% | 0.0% |
| Q1 2023 | $478,528 | -10.5% | 36,867 | -2.2% | 0.00% | 0.0% |
| Q4 2022 | $534,931 | -5.3% | 37,698 | -1.0% | 0.00% | 0.0% |
| Q3 2022 | $565,000 | -6.6% | 38,068 | +0.1% | 0.00% | 0.0% |
| Q2 2022 | $605,000 | -0.5% | 38,029 | +1.4% | 0.00% | 0.0% |
| Q1 2022 | $608,000 | +17.4% | 37,489 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $518,000 | +13.3% | 37,449 | +11.0% | 0.00% | 0.0% |
| Q3 2021 | $457,000 | -7.1% | 33,738 | -0.5% | 0.00% | 0.0% |
| Q2 2021 | $492,000 | +7.7% | 33,924 | -0.7% | 0.00% | 0.0% |
| Q1 2021 | $457,000 | +21.2% | 34,177 | -2.9% | 0.00% | 0.0% |
| Q4 2020 | $377,000 | +2.7% | 35,181 | -13.2% | 0.00% | 0.0% |
| Q3 2020 | $367,000 | -23.2% | 40,513 | -8.4% | 0.00% | 0.0% |
| Q2 2020 | $478,000 | +5.3% | 44,205 | -14.9% | 0.00% | 0.0% |
| Q1 2020 | $454,000 | -40.6% | 51,919 | +53.7% | 0.00% | -50.0% |
| Q4 2019 | $764,000 | – | 33,770 | – | 0.00% | – |
Download | ||||||
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% |