FIRST TR MLP & ENERGY INCOME's ticker is FEI and the CUSIP is 33739B104. A total of 67 filers reported holding FIRST TR MLP & ENERGY INCOME in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,571 | -5.3% | 27,632 | -7.7% | 0.00% | – |
| Q2 2023 | $230,800 | +0.3% | 29,935 | -0.6% | 0.00% | – |
| Q1 2023 | $230,078 | -1.8% | 30,115 | +0.4% | 0.00% | – |
| Q4 2022 | $234,286 | +5.1% | 29,998 | -3.7% | 0.00% | – |
| Q3 2022 | $223,000 | -7.1% | 31,143 | -0.3% | 0.00% | – |
| Q2 2022 | $240,000 | -6.6% | 31,231 | +0.4% | 0.00% | – |
| Q1 2022 | $257,000 | +16.3% | 31,121 | +2.0% | 0.00% | – |
| Q4 2021 | $221,000 | -42.7% | 30,512 | -43.1% | 0.00% | -100.0% |
| Q3 2021 | $386,000 | -21.9% | 53,579 | -14.2% | 0.00% | 0.0% |
| Q2 2021 | $494,000 | +9.3% | 62,469 | -4.4% | 0.00% | 0.0% |
| Q1 2021 | $452,000 | +14.7% | 65,340 | -3.7% | 0.00% | 0.0% |
| Q4 2020 | $394,000 | +30.5% | 67,842 | +4.2% | 0.00% | 0.0% |
| Q3 2020 | $302,000 | -16.1% | 65,110 | +1.5% | 0.00% | 0.0% |
| Q2 2020 | $360,000 | +42.9% | 64,165 | +12.5% | 0.00% | 0.0% |
| Q1 2020 | $252,000 | -60.7% | 57,055 | +6.1% | 0.00% | 0.0% |
| Q4 2019 | $642,000 | – | 53,779 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Premier Fund Managers Ltd | 599,000 | $7,732,000 | 4.64% |
| KCS Wealth Advisory | 177,607 | $2,314,000 | 2.16% |
| TIEDEMANN ADVISORS, LLC | 704,785 | $9,189,000 | 0.59% |
| Intellectus Partners, LLC | 97,568 | $1,271,000 | 0.46% |
| UMB Bank, n.a. | 1,008,457 | $13,140,000 | 0.42% |
| DOLIVER ADVISORS, LP | 63,098 | $822,000 | 0.34% |
| Formidable Asset Management, LLC | 45,963 | $599,000 | 0.26% |
| Partnervest Advisory Services LLC | 35,000 | $456,000 | 0.21% |
| RMB Capital Management, LLC | 437,832 | $5,705,000 | 0.14% |
| OTA Financial Group L.P. | 19,870 | $258,000 | 0.10% |