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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.

New
Increased
Maintained
Reduced
Closed
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 %
Betterment LLC
101
Betterment LLC
New York
$1.28M +$305 +10 +0%
HW
102
Hancock Whitney
Mississippi
$1.26M +$22.1K +724 +2%
AWS
103
Atria Wealth Solutions
New York
$1.26M -$66.4K -2,177 -5%
BBL
104
Beck Bode LLC
Massachusetts
$1.25M -$175K -5,740 -12%
IWA
105
Icon Wealth Advisors
Texas
$1.22M +$7.89K +248 +0.7%
AWA
106
ARQ Wealth Advisors
Arizona
$1.2M +$86.5K +2,841 +8%
NA
107
NewEdge Advisors
Louisiana
$1.19M +$206K +6,752 +21%
HPC
108
Hobart Private Capital
North Carolina
$1.18M +$306K +10,052 +35%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$1.16M -$467K -15,171 -29%
CCM
110
Colorado Capital Management
Colorado
$1.16M -$257K -8,428 -18%
DCM
111
Disciplina Capital Management
Tennessee
$1.12M -$55.9M -613,102 -98%
SLT
112
St Louis Trust
Missouri
$1.1M
Envestnet Portfolio Solutions
113
Envestnet Portfolio Solutions
Illinois
$1.08M -$50.8K -1,667 -4%
GDP
114
Great Diamond Partners
Maine
$1.01M -$53.4K -1,753 -5%
AWA
115
Arkadios Wealth Advisors
Georgia
$965K +$351K +11,510 +57%
CA
116
Continuum Advisory
Idaho
$929K -$822 -27 -0.1%
IF
117
Intrua Financial
Texas
$906K -$4.39M -144,072 -83%
CIA
118
Concurrent Investment Advisors
Florida
$901K +$11.4K +373 +1%
CA
119
Cambridge Advisors
Nebraska
$888K -$6.7K -220 -0.7%
NCM
120
Next Capital Management
New York
$873K
IC
121
Inscription Capital
Texas
$871K +$83.9K +2,754 +11%
Truist Financial
122
Truist Financial
North Carolina
$870K -$291K -9,568 -25%
RIA
123
Regal Investment Advisors
Michigan
$859K +$853 +28 +0.1%
SEIA
124
Signature Estate & Investment Advisors
California
$856K +$474K +15,564 +124%
SWA
125
Stratos Wealth Advisors
Ohio
$849K +$66.3K +2,175 +8%