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First Trust North American Energy Infrastructure Fund

272 hedge funds and large institutions have $1.84B invested in First Trust North American Energy Infrastructure Fund in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 20

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

18% more capital invested

Capital invested by funds: $1.56B → $1.84B (+$279M)

6% more funds holding

Funds holding: 257272 (+15)

2.06% more ownership

Funds ownership: 72.76%74.82% (+2.1%)

3% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 91

Holders
272
Holders Change
+15
Holders Change %
+5.84%
% of All Funds
4.29%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
38
Increased
94
Reduced
91
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$11.7M +$2.08M +80,482 +24%
FA
27
Forefront Analytics
Pennsylvania
$11.6M +$493K +19,038 +5%
DCM
28
Disciplina Capital Management
Tennessee
$11.5M -$730K -28,223 -6%
BRWA
29
B. Riley Wealth Advisors
Florida
$10.9M +$655K +25,316 +7%
JP Morgan Chase
30
JP Morgan Chase
New York
$9.49M +$370K +14,304 +4%
SMG
31
Spectrum Management Group
Indiana
$8.96M +$121K +4,672 +1%
CA
32
Crumly & Associates
Illinois
$8.91M +$3.02M +116,561 +57%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$8.34M +$3.78M +146,122 +94%
BIA
34
Barry Investment Advisors
Massachusetts
$8.31M +$776K +29,971 +11%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$8.3M +$1.02M +39,223 +15%
JIP
36
Jaffetilchin Investment Partners
Florida
$7.65M -$4.4M -170,102 -37%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$6.65M -$150K -5,814 -2%
MML Investors Services
38
MML Investors Services
Massachusetts
$6.55M -$8.36K -323 -0.1%
FA
39
FDx Advisors
Illinois
$6.48M +$915K +35,343 +18%
BFG
40
Beacon Financial Group
Texas
$6.44M +$16.3K +629 +0.3%
BPA
41
Beacon Pointe Advisors
California
$6.29M +$5.88M +227,034 New
ATPW
42
Ashton Thomas Private Wealth
Arizona
$6.15M +$1.14M +44,213 +25%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$6M -$899K -34,736 -14%
WP
44
WealthSource Partners
California
$5.91M -$162K -6,258 -3%
FA
45
Flagstar Advisors
New York
$5.74M -$104K -4,032 -2%
WP
46
WealthPLAN Partners
Nebraska
$5.03M +$337K +13,032 +7%
WIM
47
WealthPlan Investment Management
Nebraska
$5.03M +$4.87M +188,279 New
FWM
48
Frontier Wealth Management
Missouri
$4.67M -$349K -13,483 -8%
Osaic Holdings
49
Osaic Holdings
Arizona
$4.63M +$186K +7,189 +4%
PNC
50
Park National Corp
Ohio
$4.6M +$1.22M +47,015 +39%