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First Trust North American Energy Infrastructure Fund

226 hedge funds and large institutions have $1.35B invested in First Trust North American Energy Infrastructure Fund in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 86 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-5
Holders Change %
-2.16%
% of All Funds
3.98%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
26
Increased
86
Reduced
71
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DCM
26
Disciplina Capital Management
Tennessee
$8.03M +$107K +4,711 +1%
UB
27
UMB Bank
Missouri
$7.91M +$1.16M +50,795 +17%
LF
28
Lee Financial
Texas
$6.89M +$5.93M +260,011 +618%
MA
29
MCF Advisors
Kentucky
$6.85M -$5.99M -262,458 -47%
AOG
30
Alpha Omega Group
Virginia
$6.44M -$579K -25,377 -8%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$6.33M +$105K +4,590 +2%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$5.87M +$1.36M +59,449 +30%
PWA
33
Peterson Wealth Advisors
Utah
$5.58M +$399K +17,514 +8%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$5.42M -$107K -4,688 -2%
BIA
35
Barry Investment Advisors
Massachusetts
$5.09M +$797K +34,952 +19%
FWM
36
Frontier Wealth Management
Missouri
$4.94M -$3.86M -169,410 -44%
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$4.76M +$2.94M +128,956 +162%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$4.59M +$38.8K +1,699 +0.9%
BFG
39
Beacon Financial Group
Texas
$4.55M
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$4.52M +$269K +11,770 +6%
PWPCM
41
Perella Weinberg Partners Capital Management
New York
$4.36M +$4.36M +191,028 New
EVM
42
Eaton Vance Management
Massachusetts
$4.14M -$297K -13,035 -7%
WP
43
WealthSource Partners
California
$4.02M +$4.02M +176,190 New
MML Investors Services
44
MML Investors Services
Massachusetts
$3.88M +$818K +35,842 +27%
FA
45
FDx Advisors
Illinois
$3.83M +$497K +21,793 +15%
QWM
46
QP Wealth Management
New Jersey
$3.71M +$439K +19,250 +13%
Osaic Holdings
47
Osaic Holdings
Arizona
$3.69M +$1.05M +46,179 +40%
SC
48
Savant Capital
Illinois
$3.45M -$268K -11,768 -7%
AFM
49
Andesa Financial Management
Pennsylvania
$3.37M +$2.06M +90,134 +156%
MPWT
50
MassMutual Private Wealth & Trust
Connecticut
$3.29M -$1.91M -83,665 -37%