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First Trust North American Energy Infrastructure Fund

281 hedge funds and large institutions have $1.79B invested in First Trust North American Energy Infrastructure Fund in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 90 increasing their positions, 125 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
-9
Holders Change %
-3.1%
% of All Funds
4.48%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
16
Increased
90
Reduced
125
Closed
25
Calls
$235K
Puts
Net Calls
+$235K
Net Calls Change
+$525K
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
226
Tucker Asset Management
Colorado
$144K +$48.8K +1,846 +51%
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$130K
SWM
228
Spire Wealth Management
Virginia
$122K -$3.86K -146 -3%
GWM
229
Geneos Wealth Management
Colorado
$117K -$13.4K -508 -10%
CAS
230
Coppell Advisory Solutions
Texas
$104K -$18.7K -701 -15%
BCM
231
Birch Capital Management
Texas
$99.7K
GCM
232
Gables Capital Management
Florida
$98.4K
CIAS
233
Capital Investment Advisory Services
North Carolina
$95.9K
AWM
234
Avior Wealth Management
Nebraska
$85.3K +$14K +531 +20%
VF
235
VitalStone Financial
Texas
$82K -$28.5K -1,080 -26%
NS
236
NBC Securities
Alabama
$77K +$77K +2,946 New
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$74K +$22.6K +852 +44%
HNB
238
Huntington National Bank
Ohio
$70K -$93.2K
TSWM
239
Tyler-Stone Wealth Management
Ohio
$69K +$185 +7 +0.3%
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$63.4K -$40.8K -1,545 -39%
Franklin Resources
241
Franklin Resources
California
$62.2K
BTI
242
Blue Trust Inc
Georgia
$61K
OIS
243
Okabena Investment Services
Minnesota
$58.4K
BEI
244
Benjamin Edwards Inc
Missouri
$46K -$53 -2 -0.1%
RCM
245
Raleigh Capital Management
North Carolina
$43.6K +$423 +16 +1%
BF
246
BOK Financial
Oklahoma
$39.8K -$12.1K -460 -23%
SC
247
Solstein Capital
California
$34.8K
WWP
248
WR Wealth Planners
Missouri
$32K
GRP
249
Global Retirement Partners
California
$28.6K +$6.75K +266 +31%
GWANC
250
Guardian Wealth Advisors (North Carolina)
North Carolina
$24.9K -$1.51K -57 -6%