FIRST TR ENERGY INCOME & GRW - COM (FEN)

CUSIP: 33738G104

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class
Equity / COM
Total 13F shares
4,861,123
Share change
+242,662
Total reported value
$63,948,505
Price per share
$13.15
Number of holders
72
Value change
+$3,180,134
Number of buys
32
Number of sells
25

Quarterly Holders Quick Answers

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

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Institutional Holders of FIRST TR ENERGY INCOME & GRW - COM (FEN) as of Q3 2023

As of 30 Sep 2023, FIRST TR ENERGY INCOME & GRW - COM (FEN) was held by 72 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,861,123 shares. The largest 10 holders included Baird Financial Group, Inc., Advisors Asset Management, Inc., MORGAN STANLEY, Saba Capital Management, L.P., Coastal Bridge Advisors, LLC, Raymond James Financial Services Advisors, Inc., COHEN & STEERS, INC., Royal Bank of Canada, UBS Group AG, and WOLVERINE ASSET MANAGEMENT LLC. This page lists 72 institutional shareholders reporting positions in this security for the Q3 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.