FIRST TR ENERGY INCOME & GRW - COM (FEN)

CUSIP: 33738G104

Q1 2023 13F Holders as of 31 Mar 2023

Type / Class
Equity / COM
Total 13F shares
4,650,627
Share change
-132,963
Total reported value
$60,360,941
Price per share
$12.98
Number of holders
67
Value change
-$1,794,133
Number of buys
29
Number of sells
32

Quarterly Holders Quick Answers

What is CUSIP 33738G104?
CUSIP 33738G104 identifies FEN - FIRST TR ENERGY INCOME & GRW - COM in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Institutional Holders of FIRST TR ENERGY INCOME & GRW - COM (FEN) as of Q1 2023

As of 31 Mar 2023, FIRST TR ENERGY INCOME & GRW - COM (FEN) was held by 67 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,650,627 shares. The largest 10 holders included MORGAN STANLEY, Coastal Bridge Advisors, LLC, Baird Financial Group, Inc., Advisors Asset Management, Inc., MML INVESTORS SERVICES, LLC, Cetera Advisors LLC, Raymond James Financial Services Advisors, Inc., WOLVERINE ASSET MANAGEMENT LLC, UBS Group AG, and NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO. This page lists 67 institutional shareholders reporting positions in this security for the Q1 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.