Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
First Trust Energy Income (FEN)  
$16.00 0.03 (0.19%) as of 4:30 Fri 5/3


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 78    5
Total shares held : 
6,264,759  
% of shares held : 
44.4%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -4  
Amount of shares held : 
1,406,945  
% of shares held change : 
  9.97%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$12.96  
Last Quarter's Ending Price : 
$14.48  
Last Quarter's Average Price
$14.12  
Change from last quarter's     
avg. price to the last closing  : 
1.88 (13.31%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 690,111
 11.02%
 
Increased Positions :
18
 1,087,708
 17.36%
 
Unchanged Positions :
20
 123,884
 1.98%
 
Decreased Positions :
27
-312,363
-4.99%
 
Closed Positions :
8
-58,511
-0.93%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Reitz Capital Advisors LLC 13 - 2024-03-31 44,193 $640,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2400 - 2024-03-31 26,091 $426,000 0
   L.M. KOHN & COMPANY 224 - 2024-03-31 14,964 $245,000 0
   TERRIL BROTHERS INC. 53 - 2024-03-31 14,200 $232,000 0
   SIT INVESTMENT ASSOCIATES INC 463 - 2023-12-31 13,200 $191,000 0
   Cresset Asset Management LLC 1685 - 2023-12-31 12,700 $184,000 0
   Cornerstone Advisory LLP 219 - 2023-12-31 11,943 $173,000 0
   PNC FINANCIAL SERVICES GROUP INC 2755 - 2023-12-31 5,150 $75,000 0
   Steward Partners Investment Advisory LLC 1883 - 2023-12-31 4,270 $62,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 770 - 2023-12-31 1,000 $14,000 0
   NBC SECURITIES INC. 1606 - 2024-03-31 780 $12,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 1107 - 2024-03-31 480 $8,000 0
   SOA Wealth Advisors LLC. 626 - 2024-03-31 223 $4,000 0
   Riggs Asset Managment Co. Inc. 322 - 2023-12-31 208 $3,000 0
   Global Retirement Partners LLC 2896 - 2024-03-31 40 $1,000 0
   TOWER RESEARCH CAPITAL LLC 5401 - 2023-12-31 100 $1,000 0
   EverSource Wealth Advisors LLC 2323 - 2023-12-31 100 $1,000 0
   Compass Wealth Management LLC 373 - 2024-03-31 50 $1,000 0
   Richard W. Paul & Associates LLC - 2023-12-31 2 $0 0
   PROEQUITIES INC. 6598 - 2023-12-31 0 $0 0

  20 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results