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First Trust North American Energy Infrastructure Fund

300 hedge funds and large institutions have $1.87B invested in First Trust North American Energy Infrastructure Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 120 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+10
Holders Change %
+3.45%
% of All Funds
4.36%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
28
Increased
100
Reduced
120
Closed
11
Calls
$168K
Puts
Net Calls
+$168K
Net Calls Change
-$364K
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
126
Cottonwood Capital Advisors
Utah
$844K -$24.9K -815 -3%
CCIA
127
Cherry Creek Investment Advisors
Colorado
$843K +$29.5K +967 +4%
MG
128
Mather Group
Illinois
$822K -$16K -543 -2%
MFG
129
Magnus Financial Group
New York
$806K -$15.3K -503 -2%
AC
130
Apella Capital
Connecticut
$797K +$3.17K +104 +0.4%
KIA
131
Kraematon Investment Advisors
Massachusetts
$789K +$4.2K +138 +0.5%
Renaissance Technologies
132
Renaissance Technologies
New York
$780K -$1.37M -44,900 -64%
QCIG
133
Quad-Cities Investment Group
Iowa
$773K +$396 +13 +0.1%
AWM
134
Aprio Wealth Management
Georgia
$761K -$54.6K -1,794 -7%
KPWS
135
Kestra Private Wealth Services
Texas
$750K -$75.9K -2,493 -9%
KA
136
Kovack Advisors
Florida
$713K +$713K +23,422 New
SPIA
137
Steward Partners Investment Advisory
New York
$701K -$487 -16 -0.1%
HI
138
Harbour Investments
Wisconsin
$677K -$13.2K -433 -2%
AI
139
Atria Investments
North Carolina
$650K +$650K +21,340 New
WWM
140
Wagner Wealth Management
South Carolina
$645K +$16.6K +544 +3%
MSFS
141
Main Street Financial Solutions
Pennsylvania
$641K -$171K -5,601 -21%
SI
142
Stephens Inc
Arkansas
$640K
GSC
143
G&S Capital
Colorado
$613K -$24.7K -794 -4%
VWA
144
Visionary Wealth Advisors
Illinois
$609K -$41.8K -1,372 -6%
EH
145
Equitable Holdings
New York
$606K +$1.74K +57 +0.3%
Marshall Wace
146
Marshall Wace
United Kingdom
$600K -$54.7K -1,795 -8%
NWM
147
Northwest Wealth Management
Iowa
$596K +$1.71K +56 +0.3%
AP
148
Americana Partners
Texas
$566K -$13K -428 -2%
GFP
149
Gryphon Financial Partners
Ohio
$560K
CA
150
Claro Advisors
Massachusetts
$556K -$239K -7,855 -30%