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First Trust North American Energy Infrastructure Fund

204 hedge funds and large institutions have $1.37B invested in First Trust North American Energy Infrastructure Fund in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 82 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+3
Holders Change %
+1.49%
% of All Funds
4.67%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
20
Increased
72
Reduced
82
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$380K +$355K +15,119 +1,428%
William Blair & Company
127
William Blair & Company
Illinois
$372K -$23.1K -985 -6%
HCMNY
128
Howard Capital Management (New York)
New York
$367K
SAM
129
SignalPoint Asset Management
Missouri
$361K
AIM
130
Aspen Investment Management
Michigan
$351K
HCIA
131
Hochman Cole Investment Advisors
Illinois
$335K
FAIM
132
Financial Advocates Investment Management
Washington
$330K -$51K -2,170 -13%
KA
133
Klingman & Associates
New York
$321K
Koshinski Asset Management
134
Koshinski Asset Management
Illinois
$311K +$311K +13,260 New
BHB
135
Bank Hapoalim BM
Israel
$308K
GC
136
Grace Capital
Massachusetts
$305K -$93.8K -4,000 -24%
AWA
137
Arete Wealth Advisors
Illinois
$304K +$5.52K +235 +2%
CA
138
Cetera Advisors
Colorado
$299K -$26.5K -1,120 -8%
1IA
139
1834 Investment Advisors
Wisconsin
$295K
AWM
140
AE Wealth Management
Kansas
$292K -$11.6K -497 -4%
FIB
141
First Interstate Bank
Montana
$278K
BRWA
142
B. Riley Wealth Advisors
Florida
$268K -$147K -6,254 -35%
Citigroup
143
Citigroup
New York
$266K -$91.4K -3,891 -26%
BA
144
Ballew Advisors
Mississippi
$264K +$361 +16 +0.1%
RA
145
RFG Advisory
Alabama
$264K +$264K +11,274 New
JCM
146
Jacobi Capital Management
Pennsylvania
$261K -$6.34K -270 -2%
WSTAM
147
Wilbanks Smith & Thomas Asset Management
Virginia
$261K +$261K +11,106 New
SFG
148
StrategIQ Financial Group
Indiana
$255K -$40.1K -1,710 -14%
EWM
149
Empirical Wealth Management
Washington
$253K -$2.35K -100 -0.9%
LFAS
150
Level Four Advisory Services
Texas
$252K +$1.5K +64 +0.6%