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First Trust North American Energy Infrastructure Fund

300 hedge funds and large institutions have $1.93B invested in First Trust North American Energy Infrastructure Fund in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 102 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+19
Holders Change %
+6.76%
% of All Funds
4.84%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
44
Increased
110
Reduced
102
Closed
20
Calls
$1.08M
Puts
Net Calls
+$1.08M
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
226
Western Wealth Management
Colorado
$231K -$241K -9,018 -51%
SOS
227
Silver Oak Securities
Tennessee
$229K +$25.2K +943 +12%
MCM
228
Morton Capital Management
California
$227K -$22.7K -850 -9%
KFGK
229
Keystone Financial Group (Kentucky)
Kentucky
$226K +$226K +8,460 New
TNBTD
230
Trustmark National Bank Trust Department
Mississippi
$219K
CCG
231
Chatham Capital Group
Georgia
$208K +$208K +7,785 New
TCM
232
True Capital Management
California
$204K +$204K +7,654 New
KNW
233
Kesler Norman & Wride
Utah
$204K -$179K -6,723 -47%
T
234
TRUADVICE
Florida
$204K -$7.46K -271 -4%
ASN
235
Advisory Services Network
Georgia
$203K -$23.3K -874 -10%
FFN
236
Focus Financial Network
Minnesota
$201K +$201K +7,519 New
DWT
237
Dorsey & Whitney Trust
South Dakota
$200K +$200K +7,494 New
PTC
238
Private Trust Company
Ohio
$191K +$150K +5,619 +368%
RIA
239
Realta Investment Advisors
Delaware
$182K +$33.5K +1,254 +23%
AF
240
Allworth Financial
California
$178K
MCC
241
Money Concepts Capital
Florida
$174K +$152K +5,704 +690%
AWA
242
Artemis Wealth Advisors
New York
$170K -$81.2K -3,042 -32%
William Blair & Company
243
William Blair & Company
Illinois
$161K -$19.1K -717 -11%
GWM
244
Geneos Wealth Management
Colorado
$154K +$9.34K +350 +6%
VF
245
VitalStone Financial
Texas
$132K +$132K +4,952 New
GCM
246
Gables Capital Management
Florida
$126K -$26.7K -1,000 -17%
SWM
247
Spire Wealth Management
Virginia
$120K +$1.28K +48 +1%
PFO
248
Pathstone Family Office
New Jersey
$116K
CIAS
249
Capital Investment Advisory Services
North Carolina
$116K +$5.47K +205 +5%
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$115K