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First Trust North American Energy Infrastructure Fund

302 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 45 funds opening new positions, 111 increasing their positions, 102 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 20

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

7% more funds holding

Funds holding: 282302 (+20)

6% more capital invested

Capital invested by funds: $1.82B → $1.93B (+$109M)

9% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 102

1.87% less ownership

Funds ownership: 76.72%74.85% (-1.9%)

Holders
302
Holders Change
+20
Holders Change %
+7.09%
% of All Funds
4.85%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
45
Increased
111
Reduced
102
Closed
20
Calls
$1.08M
Puts
Net Calls
+$1.08M
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
251
Capital Investment Advisory Services
North Carolina
$116K +$5.45K +205 +5%
PNC Financial Services Group
252
PNC Financial Services Group
Pennsylvania
$115K
CA
253
Clearstead Advisors
Ohio
$109K +$28.5K +1,074 +36%
CAS
254
Coppell Advisory Solutions
Texas
$104K +$103K +3,878 New
CASC
255
Coppell Advisory Solutions Corp
Texas
$104K +$103K +3,878 New
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$83K
ACA
257
Aptus Capital Advisors
Alabama
$76.4K
USCWA
258
U.S. Capital Wealth Advisors
Texas
$68.9K +$68.6K +2,583 New
GWANC
259
Guardian Wealth Advisors (North Carolina)
North Carolina
$64.1K +$63.8K +2,400 New
BCM
260
Birch Capital Management
Texas
$59.5K +$29.5K +1,110 +99%
OIS
261
Okabena Investment Services
Minnesota
$59K
BTI
262
Blue Trust Inc
Georgia
$56K
TAM
263
Tucker Asset Management
Colorado
$49.9K +$3.64K +137 +8%
RCM
264
Raleigh Capital Management
North Carolina
$44.2K -$1.67K -63 -4%
AWM
265
Accurate Wealth Management
Florida
$43.5K +$42.5K +1,601 New
SC
266
Solstein Capital
California
$35.2K
BEI
267
Benjamin Edwards Inc
Missouri
$34K
WWP
268
WR Wealth Planners
Missouri
$32.3K
OC
269
Oakworth Capital
Alabama
$30.7K
TSWM
270
Tyler-Stone Wealth Management
Ohio
$29K +$11K +415 +60%
STCOSD
271
Sageworth Trust Company of South Dakota
South Dakota
$28K
GRP
272
Global Retirement Partners
California
$26.1K +$8.21K +309 +46%
BAM
273
Bellevue Asset Management
Washington
$24.4K
KC
274
Kenfarb & Co
Kentucky
$21K
POIA
275
Pin Oak Investment Advisors
Texas
$18K