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First Trust North American Energy Infrastructure Fund

290 hedge funds and large institutions have $1.81B invested in First Trust North American Energy Infrastructure Fund in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
4.2%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
30
Increased
105
Reduced
115
Closed
17
Calls
$532K
Puts
Net Calls
+$532K
Net Calls Change
+$266K
Name Holding Trade Value Shares
Change
Shares
Change %
NRC
76
New Republic Capital
North Carolina
$2.25M +$628K +21,257 +39%
DWP
77
Daymark Wealth Partners
Ohio
$2.22M -$20.6K -696 -0.9%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$2.15M -$51.4K -1,740 -2%
LWMNY
79
Landmark Wealth Management (New York)
New York
$2.12M +$49.9K +1,691 +2%
Renaissance Technologies
80
Renaissance Technologies
New York
$2.08M -$588K -19,900 -22%
GJIA
81
Glass Jacobson Investment Advisors
Maryland
$1.99M -$31.8K -1,076 -2%
OWA
82
ORBA Wealth Advisors
Illinois
$1.96M -$22.4K -760 -1%
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$1.94M -$201K -6,799 -9%
KWM
84
Kingsview Wealth Management
Oregon
$1.85M +$55.4K +1,877 +3%
FIM
85
Fernwood Investment Management
Massachusetts
$1.81M -$50.2K -1,700 -3%
OPS
86
Orion Portfolio Solutions
Nebraska
$1.75M -$135K -4,559 -7%
BCI
87
Brinker Capital Investments
Pennsylvania
$1.75M -$135K -4,559 -7%
AI
88
Auour Investments
Massachusetts
$1.73M +$6.91K +234 +0.4%
PWA
89
PCG Wealth Advisors
Kansas
$1.66M -$102K -3,461 -6%
MCA
90
Magnolia Capital Advisors
Mississippi
$1.62M -$7.01K -240 -0.4%
WIP
91
WealthCare Investment Partners
Rhode Island
$1.62M -$370K -12,546 -19%
SPC
92
Sigma Planning Corp
Michigan
$1.58M +$641K +21,713 +68%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$1.57M +$480K +16,249 +44%
CA
94
Cetera Advisors
Colorado
$1.55M +$467K +15,817 +43%
BFEC
95
Benjamin F. Edwards & Company
Missouri
$1.55M +$29.2K +988 +2%
CAN
96
Cetera Advisor Networks
California
$1.53M -$120K -4,060 -7%
WAM
97
Walker Asset Management
Missouri
$1.47M +$48.2K +1,631 +3%
CAGAS
98
Capital Advisory Group Advisory Services
Minnesota
$1.4M +$12.8K +434 +0.9%
BWA
99
BlueChip Wealth Advisors
Georgia
$1.39M +$119K +4,035 +9%
BBL
100
Beck Bode LLC
Massachusetts
$1.38M -$190K -6,437 -12%