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First Trust North American Energy Infrastructure Fund

290 hedge funds and large institutions have $1.81B invested in First Trust North American Energy Infrastructure Fund in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
4.2%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
30
Increased
105
Reduced
115
Closed
17
Calls
$532K
Puts
Net Calls
+$532K
Net Calls Change
+$266K
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
126
Kestra Private Wealth Services
Texas
$801K -$52.4K -1,776 -6%
MFG
127
Magnus Financial Group
New York
$797K +$11.4K +385 +1%
AWM
128
Aprio Wealth Management
Georgia
$791K +$791K +26,790 New
CCIA
129
Cherry Creek Investment Advisors
Colorado
$789K +$14.1K +476 +2%
MSFS
130
Main Street Financial Solutions
Pennsylvania
$787K
MG
131
Mather Group
Illinois
$786K
CA
132
Claro Advisors
Massachusetts
$771K +$6.82K +231 +0.9%
AC
133
Apella Capital
Connecticut
$769K +$1.63K +55 +0.2%
IC
134
Inscription Capital
Texas
$763K +$196K +6,633 +35%
KIA
135
Kraematon Investment Advisors
Massachusetts
$760K -$63.8K -2,160 -8%
SWA
136
Stratos Wealth Advisors
Ohio
$759K -$299K -10,130 -28%
QCIG
137
Quad-Cities Investment Group
Iowa
$749K -$31.9K -1,081 -4%
OCM
138
Objective Capital Management
Ohio
$734K +$21.2K +718 +3%
IGWM
139
ICA Group Wealth Management
Colorado
$684K -$5.61K -190 -0.8%
SPIA
140
Steward Partners Investment Advisory
New York
$680K -$18.9K -639 -3%
HI
141
Harbour Investments
Wisconsin
$669K -$176K -5,954 -21%
Marshall Wace
142
Marshall Wace
United Kingdom
$635K +$635K +21,500 New
VWA
143
Visionary Wealth Advisors
Illinois
$631K -$27.3K -925 -4%
SI
144
Stephens Inc
Arkansas
$620K -$17.2K -584 -3%
WWM
145
Wagner Wealth Management
South Carolina
$609K +$6.38K +216 +1%
GSC
146
G&S Capital
Colorado
$606K +$20.6K +696 +4%
AWA
147
Arkadios Wealth Advisors
Georgia
$596K -$3.4K -115 -0.6%
RJT
148
Raymond James Trust
Florida
$593K
EH
149
Equitable Holdings
New York
$586K +$6.44K +218 +1%
NWM
150
Northwest Wealth Management
Iowa
$576K +$2.81K +95 +0.5%