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First Trust North American Energy Infrastructure Fund

229 hedge funds and large institutions have $1.45B invested in First Trust North American Energy Infrastructure Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 88 increasing their positions, 84 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
4.02%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
16
Increased
88
Reduced
84
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
101
Truist Financial
North Carolina
$1M +$31.1K +1,314 +3%
PWA
102
Peterson Wealth Advisors
Utah
$1M -$5.38M -227,218 -84%
Federated Hermes
103
Federated Hermes
Pennsylvania
$999K +$999K +42,211 New
WI
104
Wintrust Investments
Illinois
$957K -$202K -8,550 -17%
CAN
105
Cetera Advisor Networks
California
$927K -$456K -19,270 -33%
Betterment LLC
106
Betterment LLC
New York
$917K +$4.52K +191 +0.5%
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$905K -$296K -12,498 -25%
M
108
MOTCO
Texas
$881K +$4.85K +205 +0.6%
SPIA
109
Steward Partners Investment Advisory
New York
$851K -$41.1K -1,736 -5%
GWS
110
Glassman Wealth Services
Virginia
$808K
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$777K -$416K -17,567 -35%
MA
112
MCF Advisors
Kentucky
$777K -$134K -5,656 -15%
BWG
113
Beta Wealth Group
California
$758K -$64.2K -2,710 -8%
MSFS
114
Main Street Financial Solutions
Pennsylvania
$747K -$36.7K -1,550 -5%
NCM
115
Next Capital Management
New York
$746K -$39K -1,645 -5%
1IA
116
1834 Investment Advisors
Wisconsin
$707K -$104K -4,386 -13%
QCIG
117
Quad-Cities Investment Group
Iowa
$700K -$828 -35 -0.1%
GC
118
Grace Capital
Massachusetts
$700K +$38.2K +1,500 +6%
GVAG
119
Great Valley Advisor Group
Delaware
$672K -$46.6K -1,968 -6%
ACG
120
Allen Capital Group
Nebraska
$648K +$2.32K +98 +0.4%
SI
121
Stephens Inc
Arkansas
$622K -$1.56K -66 -0.3%
BFA
122
Beacon Financial Advisory
Ohio
$536K -$8.04K -340 -1%
SFG
123
StrategIQ Financial Group
Indiana
$523K
CA
124
Cambridge Advisors
Nebraska
$522K +$45.5K +1,924 +10%
VWA
125
Visionary Wealth Advisors
Illinois
$521K -$11.7K -495 -2%