First Trust Ener (FIF) Ownership

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First Trust Ener Major Shareholders & Ownership History

Major Shareholder Name Reporting Date Shares Held Market Value Change in Shares Ownership
GILLILAND JETER WEALTH MANAGEMENT LLC 10/17/2024 6.68 K $121.32 K   100.00% 0.04%
ADVISOR GROUP HOLDINGS, INC. 11/13/2024 0 $0   -100.00% 0.00%

First Trust Ener institutional Ownership - FAQ's

During the previous two years, 23 institutional investors and hedge funds held shares of First Trust Ener. The most heavily invested institutionals were:

Private Ocean, LLC: 0

BENJAMIN F. EDWARDS & COMPANY, INC.: 0

Eudaimonia Partners, LLC: 97,340

Baystate Wealth Management LLC: 506

PATHSTONE FAMILY OFFICE, LLC: 15,940

Veritable, L.P.: 15,661

0.04% of First Trust Ener stock is owned by institutional investors.

Institutional investors have bought a total of 910.26 K shares in the last 24 months. This purchase volume represents approximately $16.80 M in transactions.