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First Trust North American Energy Infrastructure Fund

202 hedge funds and large institutions have $1.38B invested in First Trust North American Energy Infrastructure Fund in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 85 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+42
Holders Change %
+26.25%
% of All Funds
4.59%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.3%
New
58
Increased
85
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WB
126
WesBanco Bank
West Virginia
$456K +$456K +18,567 New
William Blair & Company
127
William Blair & Company
Illinois
$447K -$12.3K -499 -3%
SS
128
Simplicity Solutions
Minnesota
$441K -$170K -6,923 -28%
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$432K -$38.6K -1,565 -8%
BWM
130
BerganKDV Wealth Management
Minnesota
$422K +$45.5K +1,852 +12%
LA
131
LVW Advisors
New York
$407K
HCMNY
132
Howard Capital Management (New York)
New York
$385K
HFS
133
HL Financial Services
Kentucky
$383K -$21.4K -871 -5%
SAM
134
SignalPoint Asset Management
Missouri
$365K +$16.3K +662 +5%
FAIM
135
Financial Advocates Investment Management
Washington
$357K +$357K +14,555 New
AIM
136
Aspen Investment Management
Michigan
$355K
CA
137
Cambridge Advisors
Nebraska
$355K +$106K +4,324 +43%
PFS
138
Prospera Financial Services
Texas
$352K -$196K -7,917 -36%
FPCP
139
Fort Point Capital Partners
California
$341K -$242K -9,862 -42%
KA
140
Klingman & Associates
New York
$336K
PGA
141
Premia Global Advisors
Florida
$330K +$330K +13,500 New
RIA
142
Regal Investment Advisors
Michigan
$328K -$9.58K -390 -3%
MIAN
143
Mariner Independent Advisor Network
Kansas
$317K -$315K -12,821 -50%
Bank of New York Mellon
144
Bank of New York Mellon
New York
$299K -$35.1K -1,434 -11%
FIB
145
First Interstate Bank
Montana
$294K
SFG
146
StrategIQ Financial Group
Indiana
$293K +$293K +11,915 New
BA
147
Ballew Advisors
Mississippi
$288K +$288K +11,707 New
MWP
148
MYCIO Wealth Partners
Pennsylvania
$286K +$3.83K +156 +1%
SSWM
149
Sheets Smith Wealth Management
North Carolina
$286K +$286K +11,659 New
CP
150
Camelot Portfolios
Ohio
$274K +$147 +6 +0.1%