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First Trust North American Energy Infrastructure Fund

211 hedge funds and large institutions have $1.43B invested in First Trust North American Energy Infrastructure Fund in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 81 increasing their positions, 77 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-7
Holders Change %
-3.21%
% of All Funds
4.57%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
27
Increased
81
Reduced
77
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCWS
101
McKinley Carter Wealth Services
West Virginia
$915K -$1.29M -52,162 -59%
SWP
102
Stratos Wealth Partners
Ohio
$891K +$668 +27 +0.1%
IA
103
IFP Advisors
Florida
$880K +$577K +23,272 +190%
NEPWA
104
New England Private Wealth Advisors
Massachusetts
$852K +$4.36K +176 +0.5%
IFWM
105
Institute for Wealth Management
Colorado
$841K -$136K -5,488 -14%
FAAS
106
First Allied Advisory Services
California
$834K -$31.9K -1,299 -4%
CAN
107
Cetera Advisor Networks
California
$832K -$2.77M -112,869 -77%
AI
108
Atria Investments
North Carolina
$714K +$714K +28,877 New
William Blair & Company
109
William Blair & Company
Illinois
$689K -$32.7K -1,325 -5%
PMG
110
ProVise Management Group
Florida
$686K -$40.1K -1,622 -6%
DCM
111
Disciplina Capital Management
Tennessee
$683K
TC
112
Telemus Capital
Michigan
$662K -$10.6K -430 -2%
WWM
113
Western Wealth Management
Colorado
$645K +$444 +18 +0.1%
SI
114
Stephens Inc
Arkansas
$626K +$396 +16 +0.1%
KWM
115
Kingsview Wealth Management
Oregon
$620K +$620K +25,082 New
IWP
116
Icon Wealth Partners
Texas
$608K
OIA
117
OneDigital Investment Advisors
Kansas
$606K +$606K +24,508 New
SFA
118
Semmax Financial Advisors
North Carolina
$586K +$171K +6,891 +41%
GC
119
Grace Capital
Massachusetts
$581K +$77.1K +3,000 +15%
FAM
120
Formidable Asset Management
Ohio
$560K +$560K +4,952 New
SSB
121
Sandy Spring Bank
Maryland
$512K +$379K +15,342 +285%
HFS
122
Howard Financial Services
Texas
$490K -$66.2K -2,675 -12%
M&T Bank
123
M&T Bank
New York
$478K -$40.6K -1,640 -8%
QCIG
124
Quad-Cities Investment Group
Iowa
$455K +$13K +525 +3%
SAM
125
SignalPoint Asset Management
Missouri
$435K +$18.4K +743 +4%