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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
NFSG
276
Newbridge Financial Services Group
Florida
$17.6K -$23K -865 -57%
BSB
277
Bangor Savings Bank
Maine
$13K
CFGS
278
Concourse Financial Group Securities
Alabama
$12K +$12K +450 New
TRCT
279
Tower Research Capital (TRC)
New York
$12K +$12K +452 New
FA
280
Fiduciary Alliance
South Carolina
$11.2K +$11.2K +420 New
CA
281
CoreCap Advisors
Michigan
$10.7K -$504K -18,959 -98%
KFI
282
Key Financial Inc
Pennsylvania
$10.6K
LFG
283
Larson Financial Group
Missouri
$9.63K
HI
284
Hoey Investments
Pennsylvania
$9.31K
AP
285
Arlington Partners
Alabama
$8.17K +$8.13K +306 New
AIC
286
Archer Investment Corporation
Indiana
$7.61K
LAM
287
Lakewood Asset Management
Illinois
$7K +$6.72K +253 New
CFD
288
Creative Financial Designs
Indiana
$6.43K
APC
289
Aspire Private Capital
North Carolina
$6K -$5.98K -225 -50%
US Bancorp
290
US Bancorp
Minnesota
$5.98K -$6.24K -235 -51%
PAG
291
Private Advisor Group
New Jersey
$3.96K +$559K +21,057 +17%
SIS
292
Sound Income Strategies
Florida
$3.95K -$983 -37 -20%
CS
293
Comerica Securities
Michigan
$2.94K +$2.92K +110 New
GI
294
Gradient Investments
Minnesota
$2.72K
AWM
295
AllSquare Wealth Management
New York
$2K
CHA
296
Carmichael Hill & Associates
Maryland
$1.98K
MWM
297
MinichMacGregor Wealth Management
New York
$1.87K +$1.86K +70 New
EWA
298
EverSource Wealth Advisors
Alabama
$1.6K +$1.59K +60 New
MPCL
299
My Personal CFO LLC
Washington
$1.04K +$1.04K +39 New
NMG
300
New Millennium Group
Utah
$1.03K -$80 -3 -7%