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First Trust North American Energy Infrastructure Fund

282 hedge funds and large institutions have $2.22B invested in First Trust North American Energy Infrastructure Fund in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 130 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.13%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
32
Increased
77
Reduced
130
Closed
24
Calls
$266K
Puts
Net Calls
+$266K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
226
Geneos Wealth Management
Colorado
$122K -$111 -4 -0.1%
BCM
227
Birch Capital Management
Texas
$110K +$5.37K +194 +5%
GCM
228
Gables Capital Management
Florida
$103K
CIAS
229
Capital Investment Advisory Services
North Carolina
$101K +$138 +5 +0.1%
CA
230
Clearstead Advisors
Ohio
$83.1K -$138K -5,000 -63%
TSWM
231
Tyler-Stone Wealth Management
Ohio
$72.4K
VF
232
VitalStone Financial
Texas
$66K -$19.8K -716 -23%
LFG
233
Larson Financial Group
Missouri
$64.9K +$63.2K +2,281 +3,739%
Citadel Advisors
234
Citadel Advisors
Florida
$64.4K -$958K -34,581 -94%
BTI
235
Blue Trust Inc
Georgia
$60K
BF
236
BOK Financial
Oklahoma
$54.7K +$12.8K +462 +31%
PS
237
Principal Securities
Iowa
$48.5K +$48.5K +1,752 New
GI
238
GAMMA Investing
California
$46.2K +$46.2K +1,695 New
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$44.3K -$22.2K -800 -33%
RCM
240
Raleigh Capital Management
North Carolina
$41.4K -$4.29K -155 -9%
Franklin Resources
241
Franklin Resources
California
$40.4K -$24.7K -893 -38%
CHC
242
City Holding Co
West Virginia
$39.2K +$39.2K +1,416 New
ACA
243
Aptus Capital Advisors
Alabama
$37.8K -$315K -11,360 -89%
SC
244
Solstein Capital
California
$36.5K
BEI
245
Benjamin Edwards Inc
Missouri
$31K -$18.1K -644 -37%
GRP
246
Global Retirement Partners
California
$30.8K
BWM
247
BKM Wealth Management
Wisconsin
$27.7K +$27.7K +1,000 New
BAM
248
Bellevue Asset Management
Washington
$25.5K
GWANC
249
Guardian Wealth Advisors (North Carolina)
North Carolina
$25K -$1.11K -40 -4%
HNB
250
Huntington National Bank
Ohio
$23K -$70K