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FIRST TR MLP & ENERGY INCOME F COM
FIRST TR MLP & ENERGY INCOME F COM. Institutional holdings reported to the SEC.
Institutional Holders (2016Q4)
Portfolio Summary: 55 Institutional holders with a total value of $154,962,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 ROYAL FUND MANAGEMENT, LLC 1,577 25,000 0.02%
52 Bartlett & Co. LLC 1,462 24,000 0.02%
53 WFG Advisors, LP 1,000 16,000 0.01%
54 SEI INVESTMENTS CO 787 13,000 0.01%
55 GENEOS WEALTH MANAGEMENT INC. 800 12,000 0.01%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.