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First Trust North American Energy Infrastructure Fund

272 hedge funds and large institutions have $1.84B invested in First Trust North American Energy Infrastructure Fund in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 20

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

18% more capital invested

Capital invested by funds: $1.56B → $1.84B (+$279M)

6% more funds holding

Funds holding: 257272 (+15)

2.06% more ownership

Funds ownership: 72.76%74.82% (+2.1%)

3% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 91

Holders
272
Holders Change
+15
Holders Change %
+5.84%
% of All Funds
4.29%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
38
Increased
94
Reduced
91
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
226
PNC Financial Services Group
Pennsylvania
$115K
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$86K
MCC
228
Money Concepts Capital
Florida
$84K +$78.1K +3,019 New
ACA
229
Aptus Capital Advisors
Alabama
$83K +$78.1K +3,018 New
FAG
230
Fortitude Advisory Group
Washington
$60K
CIAS
231
Capital Investment Advisory Services
North Carolina
$59K +$647 +25 +1%
RCM
232
Raleigh Capital Management
North Carolina
$54K -$15.1K -582 -23%
NFSG
233
Newbridge Financial Services Group
Florida
$45K
Koshinski Asset Management
234
Koshinski Asset Management
Illinois
$42.4K
BEI
235
Benjamin Edwards Inc
Missouri
$37K -$7.01K -271 -17%
SC
236
Solstein Capital
California
$36K
AIP
237
Ahrens Investment Partners
Louisiana
$34K
WWP
238
WR Wealth Planners
Missouri
$33.5K +$31.3K +1,211 New
OC
239
Oakworth Capital
Alabama
$32K
STCOSD
240
Sageworth Trust Company of South Dakota
South Dakota
$29K
FHA
241
First Horizon Advisors
Tennessee
$29K +$27.6K +1,065 New
CA
242
Clearstead Advisors
Ohio
$28K
ST
243
Sageworth Trust
Pennsylvania
$28K
RDFA
244
Ritter Daniher Financial Advisory
Ohio
$28K +$25.9K +1,000 New
BAM
245
Bellevue Asset Management
Washington
$26K
TRCT
246
Tower Research Capital (TRC)
New York
$25K +$23.5K +909 New
POIA
247
Pin Oak Investment Advisors
Texas
$19K
TSWM
248
Tyler-Stone Wealth Management
Ohio
$19K
GRP
249
Global Retirement Partners
California
$19K +$17.7K +684 New
TAM
250
Tucker Asset Management
Colorado
$18.1K