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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.

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 %
CCM
101
Colorado Capital Management
Colorado
$1.38M -$13.3K -452 -1%
AWS
102
Atria Wealth Solutions
New York
$1.29M -$361K -12,235 -22%
MWM
103
MGB Wealth Management
Texas
$1.28M +$206 +7 +0%
M
104
MOTCO
Texas
$1.28M +$317K +10,731 +33%
Betterment LLC
105
Betterment LLC
New York
$1.24M +$14K +475 +1%
VCM
106
Virtue Capital Management
Tennessee
$1.24M +$95.5K +3,264 +8%
HW
107
Hancock Whitney
Mississippi
$1.2M -$485K -16,435 -29%
Citadel Advisors
108
Citadel Advisors
Florida
$1.16M +$1.09M +36,970 +1,591%
Truist Financial
109
Truist Financial
North Carolina
$1.13M +$54K +1,828 +5%
IWA
110
Icon Wealth Advisors
Texas
$1.12M +$6.53K +221 +0.6%
Envestnet Portfolio Solutions
111
Envestnet Portfolio Solutions
Illinois
$1.1M -$88.5K -2,996 -7%
WA
112
Waverly Advisors
Alabama
$1.1M +$1.1M +37,106 New
AWA
113
ARQ Wealth Advisors
Arizona
$1.08M +$1.08M +36,660 New
GDP
114
Great Diamond Partners
Maine
$1.03M -$35.2K -1,192 -3%
VPA
115
Vernal Point Advisors
California
$1.02M +$1.02M +34,378 New
SLT
116
St Louis Trust
Missouri
$1M
PO
117
Private Ocean
California
$965K -$26.8K -907 -3%
NA
118
NewEdge Advisors
Louisiana
$955K +$84.4K +2,857 +10%
CA
119
Continuum Advisory
Idaho
$933K -$10.7K -351 -1%
CA
120
Cambridge Advisors
Nebraska
$868K +$354 +12 +0%
CIA
121
Concurrent Investment Advisors
Florida
$862K -$171K -5,803 -17%
NCM
122
Next Capital Management
New York
$847K -$68.1K -2,306 -7%
HPC
123
Hobart Private Capital
North Carolina
$844K -$89.2K -3,019 -10%
RIA
124
Regal Investment Advisors
Michigan
$832K -$57.1K -1,933 -6%
CCA
125
Cottonwood Capital Advisors
Utah
$813K -$2.46K -86 -0.3%