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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 %
CHA
276
Carmichael Hill & Associates
Maryland
$2.05K
C
277
Covestor
United Kingdom
$1K +$29 +1 +3%
FWM
278
FSA Wealth Management
Massachusetts
$1K +$1K +31 New
SAM
279
Smartleaf Asset Management
Massachusetts
$802 +$802 +29 New
NMG
280
New Millennium Group
Utah
$692
HCP
281
Hexagon Capital Partners
Arkansas
$416
Fidelity Investments
282
Fidelity Investments
Massachusetts
$55
SWC
283
Spectrum Wealth Counsel
Indiana
$19 +$19 +1 New
AI
284
Atria Investments
North Carolina
-$1.48M -55,885 Closed
OWM
285
OneAscent Wealth Management
Alabama
-$606K -22,919 Closed
PGWM
286
Pitti Group Wealth Management
New York
-$379K -14,335 Closed
SAG
287
SageView Advisory Group
California
-$342K -12,943 Closed
ACG
288
Allen Capital Group
Nebraska
-$249K -9,726 Closed
PP
289
Patron Partners
Texas
-$252K -9,550 Closed
EW
290
Evoke Wealth
California
-$248K -9,369 Closed
AAS
291
Ameritas Advisory Services
Nebraska
-$248K -9,315 Closed
Lido Advisors
292
Lido Advisors
California
-$215K -8,155 Closed
BBNA
293
Bremer Bank National Association
Minnesota
-$212K -8,025 Closed
CCG
294
Chatham Capital Group
Georgia
-$206K -7,785 Closed
AWA
295
Artemis Wealth Advisors
New York
-$167K -6,310 Closed
RIA
296
Realta Investment Advisors
Delaware
-$152K -5,638 Closed
SWM
297
Spire Wealth Management
Virginia
-$122K -4,604 Closed
OIS
298
Okabena Investment Services
Minnesota
-$58.4K -2,212 Closed
WWP
299
WR Wealth Planners
Missouri
-$32K -1,211 Closed
Legacy Financial Group (Iowa)
300
Legacy Financial Group (Iowa)
Iowa
-$12.6K -478 Closed