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First Trust North American Energy Infrastructure Fund

256 hedge funds and large institutions have $1.56B invested in First Trust North American Energy Infrastructure Fund in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 112 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+27
Holders Change %
+11.79%
% of All Funds
3.95%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
44
Increased
112
Reduced
56
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
26
Raymond James & Associates
Florida
$11M +$1.99M +79,608 +22%
FA
27
Forefront Analytics
Pennsylvania
$10M -$6.36M -255,098 -39%
Stifel Financial
28
Stifel Financial
Missouri
$9.57M +$175K +7,004 +2%
BRWA
29
B. Riley Wealth Advisors
Florida
$9.23M +$691K +27,678 +8%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$8.52M +$809K +32,407 +10%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$8.2M +$680K +27,258 +9%
SMG
32
Spectrum Management Group
Indiana
$7.96M +$75.1K +3,007 +1%
BIA
33
Barry Investment Advisors
Massachusetts
$6.74M +$911K +36,481 +16%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$6.51M +$121K +4,850 +2%
FHA
35
Flagship Harbor Advisors
Massachusetts
$6.44M +$6.44M +258,084 New
Baird Financial Group
36
Baird Financial Group
Wisconsin
$6.28M +$36.6K +1,465 +0.6%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$6.14M +$86.3K +3,456 +1%
MML Investors Services
38
MML Investors Services
Massachusetts
$5.91M +$990K +39,686 +20%
BFG
39
Beacon Financial Group
Texas
$5.78M +$61.6K +2,458 +1%
WP
40
WealthSource Partners
California
$5.48M +$75.6K +3,028 +1%
FA
41
Flagstar Advisors
New York
$5.28M -$133K -5,339 -2%
CA
42
Crumly & Associates
Illinois
$5.27M +$3.29M +128,163 +166%
FA
43
FDx Advisors
Illinois
$4.96M +$81.7K +3,273 +2%
Osaic Holdings
44
Osaic Holdings
Arizona
$4.58M +$339K +13,572 +8%
FWM
45
Frontier Wealth Management
Missouri
$4.49M -$87K -3,486 -2%
WP
46
WealthPLAN Partners
Nebraska
$4.47M +$665K +26,035 +17%
ATPW
47
Ashton Thomas Private Wealth
Arizona
$4.44M +$4.44M +177,766 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$3.87M +$63.9K +2,561 +2%
G
49
GenTrust
Florida
$3.76M +$465K +18,144 +14%
PWPCM
50
Perella Weinberg Partners Capital Management
New York
$3.72M