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First Trust North American Energy Infrastructure Fund

216 hedge funds and large institutions have $1.56B invested in First Trust North American Energy Infrastructure Fund in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+7
Holders Change %
+3.35%
% of All Funds
4.74%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
31
Increased
78
Reduced
76
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCIM
26
Fairview Capital Investment Management
California
$10.7M +$428K +16,725 +4%
RJA
27
Raymond James & Associates
Florida
$10.4M +$2.94M +115,074 +40%
WANY
28
Wealthspire Advisors (New York)
New York
$10.2M +$3.01M +117,548 +42%
PAG
29
Private Advisor Group
New Jersey
$9.91M +$583K +22,788 +6%
BFA
30
Beaumont Financial Advisors
Massachusetts
$9.72M +$213K +8,326 +2%
MA
31
MCF Advisors
Kentucky
$9M +$543K +21,224 +6%
JIP
32
Jaffetilchin Investment Partners
Florida
$8.58M -$107K -4,166 -1%
BTS
33
BB&T Securities
Virginia
$8.27M +$3.46M +135,212 +72%
CCMG
34
Clark Capital Management Group
Pennsylvania
$8.12M -$252K -9,853 -3%
WC
35
Whitnell & Co
Illinois
$7.68M +$734K +28,701 +11%
Stifel Financial
36
Stifel Financial
Missouri
$6.91M -$2.35M -91,527 -25%
ACG
37
Allen Capital Group
Nebraska
$6.77M +$5.21M +208,561 +335%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$6.62M -$817K -31,910 -11%
BFG
39
Beacon Financial Group
Texas
$6.28M -$85.3K -3,332 -1%
AA
40
Ancora Advisors
Ohio
$6.15M -$126K -4,913 -2%
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$6.11M -$146K -5,690 -2%
CG
42
CFO4Life Group
Texas
$5.93M +$204K +7,979 +4%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$5.46M +$144K +5,619 +3%
JWA
44
JFS Wealth Advisors
Pennsylvania
$5.35M -$216K -8,448 -4%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$5.31M +$41.5K +1,621 +0.8%
MML Investors Services
46
MML Investors Services
Massachusetts
$5.09M +$611K +23,876 +14%
LNWWM
47
Laird Norton Wetherby Wealth Management
California
$4.55M +$32.5K +1,271 +0.7%
AG
48
Advisor Group
Arizona
$4.35M -$276K -10,803 -6%
PWA
49
Peterson Wealth Advisors
Utah
$4.15M +$105K +4,096 +3%
AIS
50
Accurate Investment Solutions
Pennsylvania
$3.96M -$16.6K -650 -0.4%