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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 %
GI
251
GAMMA Investing
California
$51.6K
CHC
252
City Holding Co
West Virginia
$43.1K
SC
253
Solstein Capital
California
$40.1K
WWP
254
WR Wealth Planners
Missouri
$36.9K
RWMG
255
Redwood Wealth Management Group
New Jersey
$36.6K +$36.6K +1,200 New
OSAM
256
O'Shaughnessy Asset Management
Connecticut
$35.9K
GRP
257
Global Retirement Partners
California
$34.3K
BEI
258
Benjamin Edwards Inc
Missouri
$34K +$400 +13 +1%
PA
259
Parallel Advisors
California
$31.3K
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$30.5K
ACA
261
Aptus Capital Advisors
Alabama
$29.3K -$17K -558 -37%
BAM
262
Bellevue Asset Management
Washington
$28.1K
GWANC
263
Guardian Wealth Advisors (North Carolina)
North Carolina
$27.5K -$4.72K -155 -15%
Franklin Resources
264
Franklin Resources
California
$24.7K
HIA
265
Harbor Investment Advisory
Maryland
$21.4K +$15.6K +513 +271%
CFD
266
Creative Financial Designs
Indiana
$21.3K +$15.5K +510 +268%
POIA
267
Pin Oak Investment Advisors
Texas
$21K
CA
268
CoreCap Advisors
Michigan
$20.8K
TSMHT
269
Thurston Springer Miller Herd & Titak
Indiana
$16.8K +$16.8K +550 New
BSB
270
Bangor Savings Bank
Maine
$15.2K
AWM
271
Avior Wealth Management
Nebraska
$15.1K -$522K -17,127 -97%
KFI
272
Key Financial Inc
Pennsylvania
$12.9K
NSIM
273
North Star Investment Management
Illinois
$12.3K
CFGS
274
Concourse Financial Group Securities
Alabama
$10.9K -$4.54K -149 -29%
RCM
275
Raleigh Capital Management
North Carolina
$9.47K +$91 +3 +1%