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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 %
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$22K -$56.2K -2,004 -72%
CWP
252
Concord Wealth Partners
Virginia
$20.4K +$20.4K +736 New
POIA
253
Pin Oak Investment Advisors
Texas
$19K
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$15.2K -$295K -10,655 -95%
CFGS
255
Concourse Financial Group Securities
Alabama
$14K
BSB
256
Bangor Savings Bank
Maine
$13.8K
AWM
257
Avior Wealth Management
Nebraska
$13.8K -$75.6K -2,730 -85%
KFI
258
Key Financial Inc
Pennsylvania
$11.8K
NB
259
NBT Bank
New York
$11.1K +$11.1K +400 New
AIC
260
Archer Investment Corporation
Indiana
$7.89K
SS
261
Sunbelt Securities
Texas
$7.76K +$55 +2 +0.7%
SL
262
Salomon & Ludwin
Virginia
$7.27K
CPA
263
Clear Point Advisors
New York
$6.75K +$6.75K +244 New
US Bancorp
264
US Bancorp
Minnesota
$6.2K
APC
265
Aspire Private Capital
North Carolina
$6.17K
BWM
266
Baystate Wealth Management
Massachusetts
$5.65K +$28 +1 +0.5%
CFD
267
Creative Financial Designs
Indiana
$5.26K
CJ
268
Caitlin John
Michigan
$4.4K +$4.4K +159 New
SIS
269
Sound Income Strategies
Florida
$4.1K
IPW
270
Impact Partnership Wealth
Georgia
$3.68K
NC
271
NewSquare Capital
Pennsylvania
$3.38K
CAM
272
Creekmur Asset Management
Illinois
$2.87K +$2.87K +104 New
GI
273
Gradient Investments
Minnesota
$2.82K
PS
274
Planned Solutions
California
$2.19K +$2.19K +79 New
AWM
275
AllSquare Wealth Management
New York
$2.08K