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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
C
301
Covestor
United Kingdom
$1K
HCP
302
Hexagon Capital Partners
Arkansas
$400
WIM
303
WealthPlan Investment Management
Nebraska
-$4.7M -173,294 Closed
GIA
304
Gladstone Institutional Advisory
Florida
-$1.4M -56,320 Closed
GVAG
305
Great Valley Advisor Group
Delaware
-$1.31M -52,672 Closed
OFS
306
OneAscent Financial Services
Alabama
-$913K -36,702 Closed
ACG
307
Allen Capital Group
Nebraska
-$903K -36,288 Closed
SWM
308
SFG Wealth Management
Maryland
-$429K -17,236 Closed
KCM
309
Karp Capital Management
California
-$314K -12,603 Closed
SWP
310
Stratos Wealth Partners
Ohio
-$285K -11,471 Closed
HW
311
Hamilton Wealth
California
-$270K -10,848 Closed
WMS
312
Wealth Management Solutions
Pennsylvania
-$260K -10,468 Closed
CWM
313
Curi Wealth Management
North Carolina
-$240K -9,646 Closed
CWM
314
Castle Wealth Management
Florida
-$209K -8,412 Closed
KAM
315
KEB Asset Management
Illinois
-$205K -8,235 Closed
OPW
316
Oxler Private Wealth
New York
-$53.9K -556 Closed
HGERS
317
Householder Group Estate & Retirement Specialist
Arizona
-$11K -458 Closed
M1FG
318
Mach-1 Financial Group
Arkansas
-$4K -200 Closed
MWM
319
Mascoma Wealth Management
New Hampshire
-$5K -182 Closed
FWM
320
Focused Wealth Management
New York
-$3K -132 Closed
CTC
321
Central Trust Company
Missouri
-$2K -69 Closed