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First Trust North American Energy Infrastructure Fund

282 hedge funds and large institutions have $2.22B invested in First Trust North American Energy Infrastructure Fund in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 130 reducing their positions, and 24 closing their positions.

Holders
282
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.13%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
32
Increased
77
Reduced
130
Closed
24
Calls
$266K
Puts
Net Calls
+$266K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
101
Private Advisory Group
Washington
$1.2M -$815K -29,436 -41%
BWA
102
BlueChip Wealth Advisors
Georgia
$1.19M +$1.19M +42,925 New
Betterment LLC
103
Betterment LLC
New York
$1.15M +$5.79K +209 +0.5%
Envestnet Portfolio Solutions
104
Envestnet Portfolio Solutions
Illinois
$1.11M -$289K -10,422 -21%
VCM
105
Virtue Capital Management
Tennessee
$1.09M +$36.2K +1,301 +3%
IWA
106
Icon Wealth Advisors
Texas
$1.05M +$1.05M +37,791 New
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$1.02M -$178K -6,417 -15%
CA
108
Cetera Advisors
Colorado
$1.02M +$39.3K +1,418 +4%
Truist Financial
109
Truist Financial
North Carolina
$1M -$97K -3,503 -9%
GDP
110
Great Diamond Partners
Maine
$997K +$73.5K +2,653 +8%
SLT
111
St Louis Trust
Missouri
$997K
SWA
112
Stratos Wealth Advisors
Ohio
$992K +$377K +13,602 +61%
CIA
113
Concurrent Investment Advisors
Florida
$969K +$969K +34,994 New
IWC
114
Integrated Wealth Concepts
Massachusetts
$949K -$161K -5,825 -15%
PO
115
Private Ocean
California
$930K +$6.31K +228 +0.7%
M
116
MOTCO
Texas
$902K -$15.4K -557 -2%
SPC
117
Sigma Planning Corp
Michigan
$880K -$789K -28,506 -47%
HPC
118
Hobart Private Capital
North Carolina
$875K +$875K +31,601 New
FHB
119
First Hawaiian Bank
Hawaii
$869K -$166K -6,000 -16%
NCM
120
Next Capital Management
New York
$858K -$69.7K -2,517 -8%
CA
121
Continuum Advisory
Idaho
$855K -$39.4K -1,423 -4%
SFG
122
StrategIQ Financial Group
Indiana
$842K +$18.9K +684 +2%
RIA
123
Regal Investment Advisors
Michigan
$834K -$54.7K -1,977 -6%
CA
124
Cambridge Advisors
Nebraska
$813K -$4.18K -151 -0.5%
NA
125
NewEdge Advisors
Louisiana
$803K +$18.4K +675 +2%