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First Trust North American Energy Infrastructure Fund

282 hedge funds and large institutions have $2.22B invested in First Trust North American Energy Infrastructure Fund in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 130 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.13%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
32
Increased
77
Reduced
130
Closed
24
Calls
$266K
Puts
Net Calls
+$266K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
126
Kestra Private Wealth Services
Texas
$800K -$81.3K -2,935 -9%
HI
127
Harbour Investments
Wisconsin
$793K -$39.9K -1,441 -5%
CCA
128
Cottonwood Capital Advisors
Utah
$791K +$12.3K +445 +2%
MG
129
Mather Group
Illinois
$786K -$192K -6,930 -20%
KIA
130
Kraematon Investment Advisors
Massachusetts
$773K +$19.1K +690 +3%
RFWA
131
RPg Family Wealth Advisory
Massachusetts
$760K +$210K +7,575 +38%
QCIG
132
Quad-Cities Investment Group
Iowa
$740K -$24.8K -887 -3%
MSFS
133
Main Street Financial Solutions
Pennsylvania
$738K
MFG
134
Magnus Financial Group
New York
$736K -$90.3K -3,261 -11%
CCIA
135
Cherry Creek Investment Advisors
Colorado
$726K +$9.17K +331 +1%
KA
136
Kovack Advisors
Florida
$726K -$10.8K -389 -1%
AC
137
Apella Capital
Connecticut
$724K -$93.8K -3,366 -11%
CA
138
Claro Advisors
Massachusetts
$716K +$6.18K +223 +0.9%
OCM
139
Objective Capital Management
Ohio
$669K +$1.72K +62 +0.3%
SPIA
140
Steward Partners Investment Advisory
New York
$656K -$3.35K -121 -0.5%
IGWM
141
ICA Group Wealth Management
Colorado
$646K -$44.7K -1,614 -6%
PFG
142
Prosperity Financial Group
California
$633K -$24.1K -871 -4%
Jane Street
143
Jane Street
New York
$618K -$10.2M -367,961 -94%
VWA
144
Visionary Wealth Advisors
Illinois
$617K -$41.5K -1,500 -6%
WI
145
Wintrust Investments
Illinois
$600K -$136K -4,900 -18%
SI
146
Stephens Inc
Arkansas
$598K -$57.1K -2,063 -9%
GM
147
GeoWealth Management
Illinois
$579K +$233K +8,414 +67%
WWM
148
Wagner Wealth Management
South Carolina
$565K +$3.49K +126 +0.6%
AWA
149
Arkadios Wealth Advisors
Georgia
$562K -$5.51K -199 -1%
RJT
150
Raymond James Trust
Florida
$556K -$45.6K -1,645 -8%