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First Trust North American Energy Infrastructure Fund

209 hedge funds and large institutions have $1.51B invested in First Trust North American Energy Infrastructure Fund in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 91 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-2
Holders Change %
-0.95%
% of All Funds
4.55%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.35%
New
27
Increased
91
Reduced
67
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
51
Peterson Wealth Advisors
Utah
$3.97M +$194K +7,719 +5%
AIS
52
Accurate Investment Solutions
Pennsylvania
$3.91M +$198K +7,868 +5%
Betterment LLC
53
Betterment LLC
New York
$3.51M +$132K +5,256 +4%
FWM
54
Frontier Wealth Management
Missouri
$3.47M -$15.8K -629 -0.5%
EVM
55
Eaton Vance Management
Massachusetts
$3.35M
AP
56
Appleton Partners
Massachusetts
$3.11M +$126K +5,000 +4%
BWCS
57
Beirne Wealth Consulting Services
Connecticut
$3.08M +$22.5K +896 +0.7%
WS
58
Wela Strategies
Georgia
$2.88M +$13.9K +551 +0.5%
CL
59
Choreo LLC
Illinois
$2.8M +$24K +953 +0.9%
CCM
60
Colorado Capital Management
Colorado
$2.63M +$15.1K +600 +0.6%
PPA
61
Parametric Portfolio Associates
Washington
$2.53M -$85K -3,380 -3%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$2.5M +$2.19K +87 +0.1%
FIA
63
Foundations Investment Advisors
Arizona
$2.47M +$493K +19,325 +25%
GVAG
64
Great Valley Advisor Group
Delaware
$2.3M +$2.3M +91,240 New
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$2.28M +$239K +9,490 +12%
FHC
66
First Heartland Consultants
Missouri
$2.25M +$2.25M +89,456 New
M
67
MOTCO
Texas
$2.23M -$41.7K -1,659 -2%
CPIG
68
Chicago Partners Investment Group
Illinois
$2.06M +$352K +13,740 +21%
FIM
69
Fernwood Investment Management
Massachusetts
$1.94M -$10.8K -430 -0.6%
PNC
70
Park National Corp
Ohio
$1.88M +$470K +18,713 +33%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$1.84M +$274K +10,876 +17%
UR
72
USCA RIA
Texas
$1.71M +$192K +7,613 +13%
TW
73
Transform Wealth
Colorado
$1.64M +$1.64M +64,976 New
HW
74
Hancock Whitney
Mississippi
$1.6M -$269K -10,716 -14%
ACG
75
Allen Capital Group
Nebraska
$1.57M +$1.57M +62,323 New