FIRST TR ENERGY INCOME & GRO (FEN)
Institutional ownership reported to the SEC as of Q2 2024, across 23 quarters.
2
Reporting holders
$183.2K
Reported value
0.0%
Held as options
-72
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| IFP Advisors, Inc | $167.2K | 10,450 | 0.01% | 10q | +10.1%+$15.3K |
| OSAIC HOLDINGS, INC. | $16.0K | 1,000 | 0.00% | 18q | -99.2%-$2.1M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2024 | 2 | $183.2K | 11,450 | 0 | 1 | 1 | 0.0% |
| Q1 2024 | 74 | $129.7M | 7,944,844 | 11 | 19 | 27 | 0.0% |
| Q4 2023 | 71 | $93.1M | 6,427,126 | 12 | 16 | 25 | 0.0% |
| Q3 2023 | 66 | $60.2M | 4,578,331 | 7 | 23 | 19 | 0.0% |
| Q2 2023 | 65 | $61.1M | 4,386,117 | 7 | 19 | 23 | 0.0% |
| Q1 2023 | 61 | $53.1M | 4,093,673 | 6 | 14 | 22 | 0.0% |
| Q4 2022 | 55 | $51.3M | 3,617,339 | 6 | 15 | 21 | 0.0% |
| Q3 2022 | 69 | $70.6M | 4,750,573 | 4 | 23 | 17 | 0.0% |
| Q2 2022 | 72 | $78.2M | 4,913,487 | 3 | 24 | 18 | 0.0% |
| Q1 2022 | 70 | $79.0M | 4,733,854 | 8 | 27 | 14 | 0.0% |
| Q4 2021 | 64 | $59.5M | 4,300,739 | 8 | 18 | 21 | 0.0% |
| Q3 2021 | 56 | $52.4M | 3,867,408 | 2 | 19 | 20 | 0.0% |
| Q2 2021 | 62 | $56.4M | 3,870,072 | 4 | 22 | 19 | 0.0% |
| Q1 2021 | 63 | $55.3M | 4,123,214 | 9 | 23 | 19 | 0.0% |
| Q4 2020 | 63 | $48.6M | 4,538,051 | 2 | 17 | 27 | 0.0% |
| Q3 2020 | 67 | $45.6M | 5,028,529 | 8 | 20 | 23 | 0.0% |
| Q2 2020 | 67 | $50.3M | 4,647,860 | 10 | 26 | 16 | 0.0% |
| Q1 2020 | 62 | $35.3M | 4,034,834 | 6 | 15 | 25 | 0.0% |
| Q4 2019 | 67 | $86.3M | 3,817,524 | 9 | 21 | 21 | 0.0% |
| Q3 2019 | 62 | $101.1M | 4,462,761 | 7 | 21 | 19 | 0.0% |
| Q2 2019 | 61 | $108.7M | 4,874,537 | 5 | 21 | 23 | 0.0% |
| Q1 2019 | 62 | $111.1M | 5,110,496 | 3 | 16 | 23 | 0.0% |
| Q4 2018 | 63 | $103.7M | 5,546,894 | 0 | 1 | 3 | 0.0% |