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First Trust North American Energy Infrastructure Fund

300 hedge funds and large institutions have $1.87B invested in First Trust North American Energy Infrastructure Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 120 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+10
Holders Change %
+3.45%
% of All Funds
4.36%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
28
Increased
100
Reduced
120
Closed
11
Calls
$168K
Puts
Net Calls
+$168K
Net Calls Change
-$364K
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
226
William Blair & Company
Illinois
$180K -$8.44K -277 -4%
RFG
227
REAP Financial Group
Texas
$174K -$81.4K -2,673 -32%
RIA
228
Realta Investment Advisors
Delaware
$172K +$548 +18 +0.3%
CA
229
Clearstead Advisors
Ohio
$147K -$60.9K -2,000 -29%
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$124K -$261K -8,554 -68%
IF
231
Integrity Financial
Wyoming
$122K
TAM
232
Tucker Asset Management
Colorado
$119K +$13.2K +432 +12%
LFG
233
Larson Financial Group
Missouri
$118K +$101K +3,308 +589%
CIAS
234
Capital Investment Advisory Services
North Carolina
$111K +$213 +7 +0.2%
RFA
235
Register Financial Advisors
Georgia
$110K +$366 +12 +0.3%
GWM
236
Geneos Wealth Management
Colorado
$110K
CAS
237
Coppell Advisory Solutions
Texas
$100K +$100K +3,294 New
BCM
238
Birch Capital Management
Texas
$93.6K
TSWM
239
Tyler-Stone Wealth Management
Ohio
$80.2K +$183 +6 +0.2%
Jones Financial Companies
240
Jones Financial Companies
Missouri
$79K +$41.1K +1,351 +109%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$77K +$7.34K +242 +11%
FDCP
242
Foster Dykema Cabot & Partners
Massachusetts
$76.2K +$76.2K +2,500 New
LC
243
Lindbrook Capital
California
$68.9K +$68.9K +2,263 New
PS
244
Principal Securities
Iowa
$68.1K -$2.59K -85 -4%
BTI
245
Blue Trust Inc
Georgia
$66.7K
Bessemer Group
246
Bessemer Group
New Jersey
$65K +$65K +2,130 New
BF
247
BOK Financial
Oklahoma
$60.2K
BlackRock
248
BlackRock
New York
$60.2K +$60.2K +1,975 New
TWP
249
Triad Wealth Partners
Kansas
$59.5K +$59.5K +1,955 New
VF
250
VitalStone Financial
Texas
$53.5K