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First Trust North American Energy Infrastructure Fund

300 hedge funds and large institutions have $1.87B invested in First Trust North American Energy Infrastructure Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 120 reducing their positions, and 11 closing their positions.

Holders
300
Holders Change
+10
Holders Change %
+3.45%
% of All Funds
4.36%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
28
Increased
100
Reduced
120
Closed
11
Calls
$168K
Puts
Net Calls
+$168K
Net Calls Change
-$364K
Name Holding Trade Value Shares
Change
Shares
Change %
LWMNY
76
Landmark Wealth Management (New York)
New York
$2.08M -$104K -3,424 -5%
VPA
77
Vernal Point Advisors
California
$2.07M +$1.02M +33,455 +97%
GJIA
78
Glass Jacobson Investment Advisors
Maryland
$2.05M +$731 +24 +0%
OWA
79
ORBA Wealth Advisors
Illinois
$2.01M -$5.42K -178 -0.3%
KWM
80
Kingsview Wealth Management
Oregon
$2.01M +$101K +3,316 +5%
PO
81
Private Ocean
California
$1.94M +$946K +31,052 +95%
FIM
82
Fernwood Investment Management
Massachusetts
$1.87M
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$1.87M -$139K -4,563 -7%
ECA
84
Elevated Capital Advisors
Utah
$1.82M -$2.06M -67,769 -53%
AI
85
Auour Investments
Massachusetts
$1.78M -$5.3K -174 -0.3%
OP
86
ORG Partners
Indiana
$1.73M +$1.73M +56,850 New
OPS
87
Orion Portfolio Solutions
Nebraska
$1.72M -$79.1K -2,596 -4%
BCI
88
Brinker Capital Investments
Pennsylvania
$1.72M -$79.1K -2,596 -4%
PWA
89
PCG Wealth Advisors
Kansas
$1.66M -$51.1K -1,678 -3%
MCA
90
Magnolia Capital Advisors
Mississippi
$1.64M -$46.8K -1,536 -3%
WIP
91
WealthCare Investment Partners
Rhode Island
$1.6M -$66.7K -2,191 -4%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$1.56M -$35.2K -1,155 -2%
SPC
93
Sigma Planning Corp
Michigan
$1.55M -$78.3K -2,570 -5%
BWA
94
BlueChip Wealth Advisors
Georgia
$1.48M +$48.5K +1,591 +3%
WAM
95
Walker Asset Management
Missouri
$1.43M -$90.2K -2,962 -6%
CAGAS
96
Capital Advisory Group Advisory Services
Minnesota
$1.37M -$76K -2,496 -5%
WA
97
Waverly Advisors
Alabama
$1.36M +$231K +7,578 +20%
MWM
98
MGB Wealth Management
Texas
$1.35M +$219 +7 +0%
M
99
MOTCO
Texas
$1.32M +$2.01K +66 +0.2%
VCM
100
Virtue Capital Management
Tennessee
$1.3M -$42.2K -1,330 -3%