UMB Bank, n.a. - 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
UMB Bank, n.a. ownership history of FIRST TR ENERGY INCOME & GRW
ValueSharesWeighting
Q3 2023$177,801
-5.6%
13,5210.0%0.00%0.0%
Q2 2023$188,348
+7.3%
13,5210.0%0.00%0.0%
Q1 2023$175,503
+72421.9%
13,521
-20.8%
0.00%
-25.0%
Q4 2022$242
-99.9%
17,0730.0%0.00%0.0%
Q3 2022$254,000
+5.8%
17,073
+13.3%
0.00%0.0%
Q2 2022$240,000
-1.6%
15,0730.0%0.00%
+33.3%
Q1 2022$244,000
+32.6%
15,073
+13.5%
0.00%
+50.0%
Q4 2021$184,000
+15.0%
13,278
-27.4%
0.00%
-66.7%
Q1 2020$160,000
-61.4%
18,3000.0%0.01%
-45.5%
Q4 2019$414,000
-11.0%
18,300
-10.8%
0.01%0.0%
Q3 2019$465,000
+4.0%
20,518
+2.2%
0.01%0.0%
Q2 2019$447,000
+2.5%
20,0680.0%0.01%
-15.4%
Q1 2019$436,000
+16.0%
20,0680.0%0.01%
+18.2%
Q4 2018$376,000
-15.5%
20,0680.0%0.01%
-15.4%
Q3 2018$445,000
-3.5%
20,0680.0%0.01%
-13.3%
Q2 2018$461,000
+48.7%
20,068
+40.7%
0.02%
+50.0%
Q1 2018$310,000
-19.9%
14,268
-2.2%
0.01%
-23.1%
Q4 2017$387,000
+3.8%
14,593
-3.6%
0.01%0.0%
Q3 2017$373,000
+4.5%
15,143
+7.8%
0.01%
+8.3%
Q2 2017$357,000
-8.2%
14,050
-2.6%
0.01%
-14.3%
Q1 2017$389,000
-37.7%
14,425
-38.7%
0.01%
-39.1%
Q4 2016$624,000
-49.7%
23,525
-48.6%
0.02%
-54.0%
Q3 2016$1,241,000
-11.4%
45,808
-16.6%
0.05%
-15.3%
Q2 2016$1,400,000
-0.1%
54,946
-8.5%
0.06%
-1.7%
Q1 2016$1,401,000
-58.2%
60,080
-58.8%
0.06%
-58.9%
Q4 2015$3,350,000145,6600.15%
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