First TR Energy Income & GRO

Q1 2024 vs Q2 2024

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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IFP Advisors, Inc

INCREASED

Shares10,450 from 9,495

Change+955 (+10%)

Value$167.2K (+$12.1K)

Filed 2024-07-30

Osaic Holdings, Inc.

DECREASED

Shares1,000 from 133,186

Change-132,186 (-99%)

Value$16.0K (-$2.2M)

Filed 2024-08-13

MGO One Seven LLC

CLOSED

Shares0 from 634,741

Change-634,741 (-100%)

Value$0 (-$10.4M)

Filed 2024-08-07

Baird Financial Group, Inc.

CLOSED

Shares0 from 541,186

Change-541,186 (-100%)

Value$0 (-$8.8M)

Filed 2024-08-14

Morgan Stanley

CLOSED

Shares0 from 516,848

Change-516,848 (-100%)

Value$0 (-$8.4M)

Filed 2025-05-14

Advisors Asset Management, Inc.

CLOSED

Shares0 from 515,398

Change-515,398 (-100%)

Value$0 (-$8.4M)

Filed 2026-08-21

Goldman Sachs Group Inc

CLOSED

Shares0 from 446,004

Change-446,004 (-100%)

Value$0 (-$7.3M)

Filed 2024-08-13

Almitas Capital LLC

CLOSED

Shares0 from 387,572

Change-387,572 (-100%)

Value$0 (-$6.3M)

Filed 2024-08-15

Saba Capital Management, L.P.A

CLOSED

Shares0 from 386,478

Change-386,478 (-100%)

Value$0 (-$6.3M)

Filed 2024-08-14

Absolute Investment Advisers, LLC

CLOSED

Shares0 from 275,719

Change-275,719 (-100%)

Value$0 (-$4.5M)

Filed 2025-01-31

Cohen & Steers, Inc.

CLOSED

Shares0 from 270,358

Change-270,358 (-100%)

Value$0 (-$4.4K)

Filed 2024-08-13

Coastal Bridge Advisors, LLC

CLOSED

Shares0 from 214,076

Change-214,076 (-100%)

Value$0 (-$3.5M)

Filed 2024-08-16

Yakira Capital Management, Inc.

CLOSED

Shares0 from 211,683

Change-211,683 (-100%)

Value$0 (-$3.5M)

Filed 2024-08-13

Raymond James Financial Services Advisors, Inc.

CLOSED

Shares0 from 200,059

Change-200,059 (-100%)

Value$0 (-$3.3M)

Filed 2024-07-19

Summit Financial, LLC

CLOSED

Shares0 from 191,776

Change-191,776 (-100%)

Value$0 (-$3.1M)

Filed 2024-07-31

Hunting Hill Global Capital, LLC

CLOSED

Shares0 from 188,104

Change-188,104 (-100%)

Value$0 (-$3.1M)

Filed 2024-07-17

Wolverine Asset Management LLC

CLOSED

Shares0 from 132,153

Change-132,153 (-100%)

Value$0 (-$2.2M)

Filed 2024-08-01

Royal Bank of Canada

CLOSED

Shares0 from 127,400

Change-127,400 (-100%)

Value$0 (-$2.1M)

Filed 2024-11-06

UBS Group AG

CLOSED

Shares0 from 125,421

Change-125,421 (-100%)

Value$0 (-$2.0M)

Filed 2024-08-14

Mystic Asset Management, Inc.

CLOSED

Shares0 from 118,771

Change-118,771 (-100%)

Value$0 (-$1.9M)

Filed 2024-08-08

Susquehanna International Group, LLP

CLOSED

Shares0 from 111,169

Change-111,169 (-100%)

Value$0 (-$1.8M)

Filed 2024-08-15

Sowell Financial Services LLC

CLOSED

Shares0 from 105,078

Change-105,078 (-100%)

Value$0 (-$1.7M)

Filed 2024-08-13

Quarry LP

CLOSED

Shares0 from 99,352

Change-99,352 (-100%)

Value$0 (-$1.6M)

Filed 2024-08-16

H D Vest Advisory Services

CLOSED

Shares0 from 97,024

Change-97,024 (-100%)

Value$0 (-$1.6M)

Filed 2024-08-09

Cornerstone Advisors, LLC

CLOSED

Shares0 from 93,195

Change-93,195 (-100%)

Value$0 (-$1.5M)

Filed 2024-08-09

AQR Arbitrage LLC

CLOSED

Shares0 from 84,554

Change-84,554 (-100%)

Value$0 (-$1.4M)

Filed 2024-08-14

LPL Financial LLC

CLOSED

Shares0 from 77,303

Change-77,303 (-100%)

Value$0 (-$1.3M)

Filed 2024-08-07

Retirement Planning Co of New England, Inc.

CLOSED

Shares0 from 57,041

Change-57,041 (-100%)

Value$0 (-$932.0K)

Filed 2024-08-08

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 54,093

Change-54,093 (-100%)

Value$0 (-$884)

Filed 2024-07-31

Jane Street Group, LLC

CLOSED

Shares0 from 53,930

Change-53,930 (-100%)

Value$0 (-$881.2K)

Filed 2024-08-15

Private Advisor Group, LLC

CLOSED

Shares0 from 49,260

Change-49,260 (-100%)

Value$0 (-$804.9K)

Filed 2024-08-05

Kingsview Wealth Management, LLC

CLOSED

Shares0 from 46,931

Change-46,931 (-100%)

Value$0 (-$766.8K)

Filed 2024-08-14

Garrison Financial Corp

CLOSED

Shares0 from 42,560

Change-42,560 (-100%)

Value$0 (-$695.4K)

Filed 2024-08-08

Guggenheim Capital LLC

CLOSED

Shares0 from 32,998

Change-32,998 (-100%)

Value$0 (-$539.2K)

Filed 2024-08-14

CSS LLC

CLOSED

Shares0 from 29,085

Change-29,085 (-100%)

Value$0 (-$475.2K)

Filed 2024-08-14

Truist Financial Corp

CLOSED

Shares0 from 29,017

Change-29,017 (-100%)

Value$0 (-$474.1K)

Filed 2024-08-21

Cetera Investment Advisers

CLOSED

Shares0 from 27,346

Change-27,346 (-100%)

Value$0 (-$446.8K)

Filed 2024-08-22

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 26,091

Change-26,091 (-100%)

Value$0 (-$426)

Filed 2024-07-26

Logan Stone Capital, LLC

CLOSED

Shares0 from 21,282

Change-21,282 (-100%)

Value$0 (-$347.7K)

Filed 2024-08-14

Sigma Planning Corp

CLOSED

Shares0 from 21,179

Change-21,179 (-100%)

Value$0 (-$346.1K)

Filed 2024-08-06

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 19,536

Change-19,536 (-100%)

Value$0 (-$319.2K)

Filed 2024-08-16

Stegent Equity Advisors, Inc.

CLOSED

Shares0 from 19,141

Change-19,141 (-100%)

Value$0 (-$312.8K)

Filed 2024-08-01

HighTower Advisors, LLC

CLOSED

Shares0 from 19,064

Change-19,064 (-100%)

Value$0 (-$312.0K)

Filed 2024-08-13

ICA Group Wealth Management, LLC

CLOSED

Shares0 from 16,706

Change-16,706 (-100%)

Value$0 (-$273.0K)

Filed 2024-08-08

Ameriprise Financial Inc

CLOSED

Shares0 from 16,579

Change-16,579 (-100%)

Value$0 (-$270.9K)

Filed 2024-08-14

L.M. Kohn & Company

CLOSED

Shares0 from 14,964

Change-14,964 (-100%)

Value$0 (-$244.5K)

Filed 2024-07-31

Rockefeller Capital Management L.P.

CLOSED

Shares0 from 14,657

Change-14,657 (-100%)

Value$0 (-$239.5K)

Filed 2024-08-12

Cresset Asset Management, LLC

CLOSED

Shares0 from 14,450

Change-14,450 (-100%)

Value$0 (-$236.1K)

Filed 2024-08-14

Terril Brothers, Inc.

CLOSED

Shares0 from 14,200

Change-14,200 (-100%)

Value$0 (-$232.0K)

Filed 2024-11-04

Invesco Ltd.

CLOSED

Shares0 from 13,498

Change-13,498 (-100%)

Value$0 (-$220.6K)

Filed 2024-08-13

Choreo, LLC

CLOSED

Shares0 from 12,492

Change-12,492 (-100%)

Value$0 (-$204.1K)

Filed 2024-08-07

Bokf, NA

CLOSED

Shares0 from 11,890

Change-11,890 (-100%)

Value$0 (-$194.6K)

Filed 2024-08-08

Cornerstone Advisory, LLC

CLOSED

Shares0 from 11,800

Change-11,800 (-100%)

Value$0 (-$192.8K)

Filed 2024-08-14

Ameritas Advisory Services, LLC

CLOSED

Shares0 from 11,765

Change-11,765 (-100%)

Value$0 (-$188.6K)

Filed 2024-07-29

Wedmont Private Capital

CLOSED

Shares0 from 11,644

Change-11,644 (-100%)

Value$0 (-$192.1K)

Filed 2024-07-15

LongView Wealth Management

CLOSED

Shares0 from 11,500

Change-11,500 (-100%)

Value$0 (-$187.9K)

Filed 2024-07-22

Clarus Group, Inc.

CLOSED

Shares0 from 10,990

Change-10,990 (-100%)

Value$0 (-$179.6K)

Filed 2024-07-22

Lakeview Capital Partners, LLC

CLOSED

Shares0 from 10,304

Change-10,304 (-100%)

Value$0 (-$168.4K)

Filed 2024-07-31

Comerica Bank

CLOSED

Shares0 from 5,190

Change-5,190 (-100%)

Value$0 (-$84.8K)

Filed 2024-08-15

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 3,770

Change-3,770 (-100%)

Value$0 (-$61.6K)

Filed 2024-08-08

SIT Investment Associates Inc

CLOSED

Shares0 from 3,200

Change-3,200 (-100%)

Value$0 (-$52)

Filed 2024-08-14

Covestor Ltd

CLOSED

Shares0 from 2,676

Change-2,676 (-100%)

Value$0 (-$44)

Filed 2024-08-09

CWM, LLC

CLOSED

Shares0 from 2,210

Change-2,210 (-100%)

Value$0 (-$36)

Filed 2024-07-10

NewEdge Advisors, LLC

CLOSED

Shares0 from 1,760

Change-1,760 (-100%)

Value$0 (-$28.8K)

Filed 2024-08-16

Pinnacle Bancorp, Inc.

CLOSED

Shares0 from 1,344

Change-1,344 (-100%)

Value$0 (-$22.0K)

Filed 2024-07-15

North Star Investment Management Corp.

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$16.3K)

Filed 2024-08-06

Lanark Financial, Inc.

CLOSED

Shares0 from 780

Change-780 (-100%)

Value$0 (-$12)

Filed 2024-07-10

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 650

Change-650 (-100%)

Value$0 (-$10.6K)

Filed 2024-08-09

Princeton Global Asset Management LLC

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$8.2K)

Filed 2024-08-12

Beacon Capital Management, LLC

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$8.2K)

Filed 2024-07-24

Central Trust Co

CLOSED

Shares0 from 480

Change-480 (-100%)

Value$0 (-$7.8K)

Filed 2024-08-05

SOA Wealth Advisors, Llc.

CLOSED

Shares0 from 223

Change-223 (-100%)

Value$0 (-$3.6K)

Filed 2024-07-17

Riggs Asset Managment Co. Inc.

CLOSED

Shares0 from 208

Change-208 (-100%)

Value$0 (-$3.4K)

Filed 2024-07-29

Wells Fargo & Company

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$3.3K)

Filed 2024-08-13

Allworth Financial LP

CLOSED

Shares0 from 175

Change-175 (-100%)

Value$0 (-$2.9K)

Filed 2024-07-24

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$1.6K)

Filed 2024-08-13

Compass Wealth Management LLC

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 (-$822)

Filed 2024-07-16

Global Retirement Partners, LLC

CLOSED

Shares0 from 40

Change-40 (-100%)

Value$0 (-$654)

Filed 2024-07-23

Richard W. Paul & Associates, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$33)

Filed 2024-07-23

Blue Bell Private Wealth Management, LLC

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2024-08-05

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2024-07-23

Reitz Capital Advisors LLC

N/A

Shares— from 44,193

Change-44,193 (-100%)

Value—

	Status
IFP Advisors, Inc	INCREASED	10,450	9,495	+955	+10%	$155.1K	$167.2K	+$12.1K	2024-07-30
Osaic Holdings, Inc.	DECREASED	1,000	133,186	-132,186	-99%	$2.2M	$16.0K	-$2.2M	2024-08-13
MGO One Seven LLC	CLOSED	0	634,741	-634,741	-100%	$10.4M	$0	-$10.4M	2024-08-07
Baird Financial Group, Inc.	CLOSED	0	541,186	-541,186	-100%	$8.8M	$0	-$8.8M	2024-08-14
Morgan Stanley	CLOSED	0	516,848	-516,848	-100%	$8.4M	$0	-$8.4M	2025-05-14
Advisors Asset Management, Inc.	CLOSED	0	515,398	-515,398	-100%	$8.4M	$0	-$8.4M	2026-08-21
Goldman Sachs Group Inc	CLOSED	0	446,004	-446,004	-100%	$7.3M	$0	-$7.3M	2024-08-13
Almitas Capital LLC	CLOSED	0	387,572	-387,572	-100%	$6.3M	$0	-$6.3M	2024-08-15
Saba Capital Management, L.P.A	CLOSED	0	386,478	-386,478	-100%	$6.3M	$0	-$6.3M	2024-08-14
Absolute Investment Advisers, LLC	CLOSED	0	275,719	-275,719	-100%	$4.5M	$0	-$4.5M	2025-01-31
Cohen & Steers, Inc.	CLOSED	0	270,358	-270,358	-100%	$4.4K	$0	-$4.4K	2024-08-13
Coastal Bridge Advisors, LLC	CLOSED	0	214,076	-214,076	-100%	$3.5M	$0	-$3.5M	2024-08-16
Yakira Capital Management, Inc.	CLOSED	0	211,683	-211,683	-100%	$3.5M	$0	-$3.5M	2024-08-13
Raymond James Financial Services Advisors, Inc.	CLOSED	0	200,059	-200,059	-100%	$3.3M	$0	-$3.3M	2024-07-19
Summit Financial, LLC	CLOSED	0	191,776	-191,776	-100%	$3.1M	$0	-$3.1M	2024-07-31
Hunting Hill Global Capital, LLC	CLOSED	0	188,104	-188,104	-100%	$3.1M	$0	-$3.1M	2024-07-17
Wolverine Asset Management LLC	CLOSED	0	132,153	-132,153	-100%	$2.2M	$0	-$2.2M	2024-08-01
Royal Bank of Canada	CLOSED	0	127,400	-127,400	-100%	$2.1M	$0	-$2.1M	2024-11-06
UBS Group AG	CLOSED	0	125,421	-125,421	-100%	$2.0M	$0	-$2.0M	2024-08-14
Mystic Asset Management, Inc.	CLOSED	0	118,771	-118,771	-100%	$1.9M	$0	-$1.9M	2024-08-08
Susquehanna International Group, LLP	CLOSED	0	111,169	-111,169	-100%	$1.8M	$0	-$1.8M	2024-08-15
Sowell Financial Services LLC	CLOSED	0	105,078	-105,078	-100%	$1.7M	$0	-$1.7M	2024-08-13
Quarry LP	CLOSED	0	99,352	-99,352	-100%	$1.6M	$0	-$1.6M	2024-08-16
H D Vest Advisory Services	CLOSED	0	97,024	-97,024	-100%	$1.6M	$0	-$1.6M	2024-08-09
Cornerstone Advisors, LLC	CLOSED	0	93,195	-93,195	-100%	$1.5M	$0	-$1.5M	2024-08-09
AQR Arbitrage LLC	CLOSED	0	84,554	-84,554	-100%	$1.4M	$0	-$1.4M	2024-08-14
LPL Financial LLC	CLOSED	0	77,303	-77,303	-100%	$1.3M	$0	-$1.3M	2024-08-07
Retirement Planning Co of New England, Inc.	CLOSED	0	57,041	-57,041	-100%	$932.0K	$0	-$932.0K	2024-08-08
Commonwealth Equity Services, LLC	CLOSED	0	54,093	-54,093	-100%	$884	$0	-$884	2024-07-31
Jane Street Group, LLC	CLOSED	0	53,930	-53,930	-100%	$881.2K	$0	-$881.2K	2024-08-15
Private Advisor Group, LLC	CLOSED	0	49,260	-49,260	-100%	$804.9K	$0	-$804.9K	2024-08-05
Kingsview Wealth Management, LLC	CLOSED	0	46,931	-46,931	-100%	$766.8K	$0	-$766.8K	2024-08-14
Garrison Financial Corp	CLOSED	0	42,560	-42,560	-100%	$695.4K	$0	-$695.4K	2024-08-08
Guggenheim Capital LLC	CLOSED	0	32,998	-32,998	-100%	$539.2K	$0	-$539.2K	2024-08-14
CSS LLC	CLOSED	0	29,085	-29,085	-100%	$475.2K	$0	-$475.2K	2024-08-14
Truist Financial Corp	CLOSED	0	29,017	-29,017	-100%	$474.1K	$0	-$474.1K	2024-08-21
Cetera Investment Advisers	CLOSED	0	27,346	-27,346	-100%	$446.8K	$0	-$446.8K	2024-08-22
Cambridge Investment Research Advisors, Inc.	CLOSED	0	26,091	-26,091	-100%	$426	$0	-$426	2024-07-26
Logan Stone Capital, LLC	CLOSED	0	21,282	-21,282	-100%	$347.7K	$0	-$347.7K	2024-08-14
Sigma Planning Corp	CLOSED	0	21,179	-21,179	-100%	$346.1K	$0	-$346.1K	2024-08-06
Northwestern Mutual Wealth Management Co	CLOSED	0	19,536	-19,536	-100%	$319.2K	$0	-$319.2K	2024-08-16
Stegent Equity Advisors, Inc.	CLOSED	0	19,141	-19,141	-100%	$312.8K	$0	-$312.8K	2024-08-01
HighTower Advisors, LLC	CLOSED	0	19,064	-19,064	-100%	$312.0K	$0	-$312.0K	2024-08-13
ICA Group Wealth Management, LLC	CLOSED	0	16,706	-16,706	-100%	$273.0K	$0	-$273.0K	2024-08-08
Ameriprise Financial Inc	CLOSED	0	16,579	-16,579	-100%	$270.9K	$0	-$270.9K	2024-08-14
L.M. Kohn & Company	CLOSED	0	14,964	-14,964	-100%	$244.5K	$0	-$244.5K	2024-07-31
Rockefeller Capital Management L.P.	CLOSED	0	14,657	-14,657	-100%	$239.5K	$0	-$239.5K	2024-08-12
Cresset Asset Management, LLC	CLOSED	0	14,450	-14,450	-100%	$236.1K	$0	-$236.1K	2024-08-14
Terril Brothers, Inc.	CLOSED	0	14,200	-14,200	-100%	$232.0K	$0	-$232.0K	2024-11-04
Invesco Ltd.	CLOSED	0	13,498	-13,498	-100%	$220.6K	$0	-$220.6K	2024-08-13
Choreo, LLC	CLOSED	0	12,492	-12,492	-100%	$204.1K	$0	-$204.1K	2024-08-07
Bokf, NA	CLOSED	0	11,890	-11,890	-100%	$194.6K	$0	-$194.6K	2024-08-08
Cornerstone Advisory, LLC	CLOSED	0	11,800	-11,800	-100%	$192.8K	$0	-$192.8K	2024-08-14
Ameritas Advisory Services, LLC	CLOSED	0	11,765	-11,765	-100%	$188.6K	$0	-$188.6K	2024-07-29
Wedmont Private Capital	CLOSED	0	11,644	-11,644	-100%	$192.1K	$0	-$192.1K	2024-07-15
LongView Wealth Management	CLOSED	0	11,500	-11,500	-100%	$187.9K	$0	-$187.9K	2024-07-22
Clarus Group, Inc.	CLOSED	0	10,990	-10,990	-100%	$179.6K	$0	-$179.6K	2024-07-22
Lakeview Capital Partners, LLC	CLOSED	0	10,304	-10,304	-100%	$168.4K	$0	-$168.4K	2024-07-31
Comerica Bank	CLOSED	0	5,190	-5,190	-100%	$84.8K	$0	-$84.8K	2024-08-15
Steward Partners Investment Advisory, LLC	CLOSED	0	3,770	-3,770	-100%	$61.6K	$0	-$61.6K	2024-08-08
SIT Investment Associates Inc	CLOSED	0	3,200	-3,200	-100%	$52	$0	-$52	2024-08-14
Covestor Ltd	CLOSED	0	2,676	-2,676	-100%	$44	$0	-$44	2024-08-09
CWM, LLC	CLOSED	0	2,210	-2,210	-100%	$36	$0	-$36	2024-07-10
NewEdge Advisors, LLC	CLOSED	0	1,760	-1,760	-100%	$28.8K	$0	-$28.8K	2024-08-16
Pinnacle Bancorp, Inc.	CLOSED	0	1,344	-1,344	-100%	$22.0K	$0	-$22.0K	2024-07-15
North Star Investment Management Corp.	CLOSED	0	1,000	-1,000	-100%	$16.3K	$0	-$16.3K	2024-08-06
Lanark Financial, Inc.	CLOSED	0	780	-780	-100%	$12	$0	-$12	2024-07-10
PNC Financial Services Group, Inc.	CLOSED	0	650	-650	-100%	$10.6K	$0	-$10.6K	2024-08-09
Princeton Global Asset Management LLC	CLOSED	0	500	-500	-100%	$8.2K	$0	-$8.2K	2024-08-12
Beacon Capital Management, LLC	CLOSED	0	500	-500	-100%	$8.2K	$0	-$8.2K	2024-07-24
Central Trust Co	CLOSED	0	480	-480	-100%	$7.8K	$0	-$7.8K	2024-08-05
SOA Wealth Advisors, Llc.	CLOSED	0	223	-223	-100%	$3.6K	$0	-$3.6K	2024-07-17
Riggs Asset Managment Co. Inc.	CLOSED	0	208	-208	-100%	$3.4K	$0	-$3.4K	2024-07-29
Wells Fargo & Company	CLOSED	0	200	-200	-100%	$3.3K	$0	-$3.3K	2024-08-13
Allworth Financial LP	CLOSED	0	175	-175	-100%	$2.9K	$0	-$2.9K	2024-07-24
Tower Research Capital LLC (TRC)	CLOSED	0	100	-100	-100%	$1.6K	$0	-$1.6K	2024-08-13
Compass Wealth Management LLC	CLOSED	0	50	-50	-100%	$822	$0	-$822	2024-07-16
Global Retirement Partners, LLC	CLOSED	0	40	-40	-100%	$654	$0	-$654	2024-07-23
Richard W. Paul & Associates, LLC	CLOSED	0	2	-2	-100%	$33	$0	-$33	2024-07-23
Blue Bell Private Wealth Management, LLC	CLOSED	0	0	0	—	$0	$0	$0	2024-08-05
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2024-07-23
Reitz Capital Advisors LLC	N/A	—	44,193	-44,193	-100%	$639.9K	—	—	—

Showing 82 of 82 institutions