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First Trust North American Energy Infrastructure Fund

300 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 44 funds opening new positions, 110 increasing their positions, 102 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+19
Holders Change %
+6.76%
% of All Funds
4.84%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
44
Increased
110
Reduced
102
Closed
20
Calls
$1.08M
Puts
Net Calls
+$1.08M
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
251
Clearstead Advisors
Ohio
$109K +$28.7K +1,074 +36%
CAS
252
Coppell Advisory Solutions
Texas
$104K +$104K +3,878 New
CASC
253
Coppell Advisory Solutions Corp
Texas
$104K +$104K +3,878 New
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$83K
ACA
255
Aptus Capital Advisors
Alabama
$76.4K
USCWA
256
U.S. Capital Wealth Advisors
Texas
$68.9K +$68.9K +2,583 New
GWANC
257
Guardian Wealth Advisors (North Carolina)
North Carolina
$64.1K +$64.1K +2,400 New
BCM
258
Birch Capital Management
Texas
$59.5K +$29.6K +1,110 +99%
OIS
259
Okabena Investment Services
Minnesota
$59K
BTI
260
Blue Trust Inc
Georgia
$56K
TAM
261
Tucker Asset Management
Colorado
$49.9K +$3.67K +137 +8%
RCM
262
Raleigh Capital Management
North Carolina
$44.2K -$1.68K -63 -4%
AWM
263
Accurate Wealth Management
Florida
$43.5K +$43.5K +1,601 New
SC
264
Solstein Capital
California
$35.2K
BEI
265
Benjamin Edwards Inc
Missouri
$34K
WWP
266
WR Wealth Planners
Missouri
$32.3K
OC
267
Oakworth Capital
Alabama
$30.7K
TSWM
268
Tyler-Stone Wealth Management
Ohio
$29K +$10.9K +415 +60%
STCOSD
269
Sageworth Trust Company of South Dakota
South Dakota
$28K
GRP
270
Global Retirement Partners
California
$26.1K +$8.25K +309 +46%
BAM
271
Bellevue Asset Management
Washington
$24.4K
KC
272
Kenfarb & Co
Kentucky
$21K
POIA
273
Pin Oak Investment Advisors
Texas
$18K
NFSG
274
Newbridge Financial Services Group
Florida
$17.6K -$23.1K -865 -57%
BSB
275
Bangor Savings Bank
Maine
$13K