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First Trust North American Energy Infrastructure Fund

229 hedge funds and large institutions have $1.45B invested in First Trust North American Energy Infrastructure Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 88 increasing their positions, 84 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
4.02%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
16
Increased
88
Reduced
84
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NWM
126
Northwest Wealth Management
Iowa
$516K +$23.6K +997 +5%
SAM
127
SignalPoint Asset Management
Missouri
$504K -$9.68K -409 -2%
DWP
128
Destiny Wealth Partners
Florida
$493K
CCIA
129
Cherry Creek Investment Advisors
Colorado
$483K +$152K +6,446 +46%
AWA
130
ARQ Wealth Advisors
Arizona
$479K +$29.7K +1,252 +7%
RIA
131
Regal Investment Advisors
Michigan
$476K +$6.41K +271 +1%
LNC
132
Lincoln National Corp
Pennsylvania
$464K -$15.2K -643 -3%
PWM
133
PBMares Wealth Management
Virginia
$448K +$39K +1,645 +10%
IWP
134
Icon Wealth Partners
Texas
$445K
UCFA
135
United Capital Financial Advisors
Texas
$437K -$201K -8,478 -31%
AWE
136
Avidian Wealth Enterprises
Texas
$435K +$72.3K +3,057 +20%
TLP
137
Trinity Legacy Partners
Texas
$427K
AIM
138
Aspen Investment Management
Michigan
$424K -$2.37K -100 -0.6%
HW
139
Hancock Whitney
Mississippi
$415K -$1.71M -72,282 -80%
CBFP
140
Cedar Brook Financial Partners
Ohio
$407K +$2.77K +117 +0.7%
DFA
141
DHJJ Financial Advisors
Illinois
$401K
GFP
142
Gryphon Financial Partners
Ohio
$398K -$123K -5,189 -24%
STB
143
S&T Bank
Pennsylvania
$398K
CA
144
Claro Advisors
Massachusetts
$398K +$3.29K +139 +0.8%
OIA
145
OneDigital Investment Advisors
Kansas
$395K -$20.6K -870 -5%
EH
146
Equitable Holdings
New York
$391K
BFA
147
Beaumont Financial Advisors
Massachusetts
$382K +$2.49K +105 +0.7%
PMG
148
ProVise Management Group
Florida
$368K
BA
149
Ballew Advisors
Mississippi
$363K -$4.69K -193 -1%
IWC
150
Integrated Wealth Concepts
Massachusetts
$358K +$358K +15,134 New