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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
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$13K
US Bancorp
252
US Bancorp
Minnesota
$13K +$5.8K +224 +95%
DC
253
DeDora Capital
California
$12K +$11.4K +441 New
CWP
254
Concord Wealth Partners
Virginia
$12K +$11.6K +450 New
HI
255
Hoey Investments
Pennsylvania
$10K
LFG
256
Larson Financial Group
Missouri
$10K
KFI
257
Key Financial Inc
Pennsylvania
$9K
AIC
258
Archer Investment Corporation
Indiana
$7.97K
CFD
259
Creative Financial Designs
Indiana
$7K +$6.24K +241 New
AF
260
Allworth Financial
California
$5K
MWM
261
Mascoma Wealth Management
New Hampshire
$5K
CHA
262
Carmichael Hill & Associates
Maryland
$4K
SIS
263
Sound Income Strategies
Florida
$4K
GI
264
Gradient Investments
Minnesota
$3K -$6.06K -234 -70%
C
265
Covestor
United Kingdom
$2K -$388 -15 -15%
AWM
266
AllSquare Wealth Management
New York
$2K
CTC
267
Central Trust Company
Missouri
$2K +$1.79K +69 New
GFPC
268
Global Financial Private Client
Florida
$1.59K
BNP Paribas Financial Markets
269
BNP Paribas Financial Markets
France
$111 +$104 +4 New
CP
270
Castleview Partners
Texas
-$2.13K -53,099 Closed
VWM
271
Venturi Wealth Management
Texas
-$494K -19,779 Closed
IC
272
IEQ Capital
California
-$441K -17,669 Closed
OIA
273
OneDigital Investment Advisors
Kansas
-$430K -17,241 Closed
FH
274
FWG Holdings
Florida
-$421K -16,314 Closed
STB
275
S&T Bank
Pennsylvania
-$364K -14,564 Closed