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First Trust North American Energy Infrastructure Fund

259 hedge funds and large institutions have $1.78B invested in First Trust North American Energy Infrastructure Fund in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+43
Holders Change %
+19.91%
% of All Funds
5.11%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
59
Increased
104
Reduced
67
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CS
151
Credit Suisse
Switzerland
$436K +$436K +17,100 New
PFS
152
Prospera Financial Services
Texas
$431K -$7.03K -276 -2%
SFG
153
StrategIQ Financial Group
Indiana
$428K +$192K +7,515 +81%
1IA
154
1834 Investment Advisors
Wisconsin
$422K +$108K +4,225 +34%
RIA
155
Regal Investment Advisors
Michigan
$419K +$6.38K +250 +2%
AIM
156
Aspen Investment Management
Michigan
$407K +$25.5K +1,000 +7%
AW
157
ACG Wealth
Georgia
$395K +$395K +15,512 New
IFWM
158
Institute for Wealth Management
Colorado
$385K -$50.1K -1,966 -12%
ACA
159
Aptus Capital Advisors
Alabama
$382K +$382K +15,431 New
BWCS
160
Beirne Wealth Consulting Services
Connecticut
$381K -$2.66M -104,421 -87%
V
161
Veritable
Delaware
$369K -$1.18M -46,384 -76%
MCCP
162
Mission Creek Capital Partners
California
$365K +$365K +14,330 New
BA
163
Ballew Advisors
Mississippi
$364K +$487 +19 +0.1%
GWM
164
Geneos Wealth Management
Colorado
$360K +$153 +6 +0%
CA
165
Cetera Advisors
Colorado
$353K +$79.6K +3,149 +29%
KA
166
Klingman & Associates
New York
$349K
LNC
167
Lincoln National Corp
Pennsylvania
$345K +$8.52K +334 +3%
MC
168
Moors & Cabot
Massachusetts
$343K +$995 +39 +0.3%
SS
169
Sunbelt Securities
Texas
$330K +$535 +21 +0.2%
FTIOP
170
Fiduciary Trust International of Pennsylvania
Pennsylvania
$330K +$330K +12,960 New
LFAS
171
Level Four Advisory Services
Texas
$329K +$51.6K +2,031 +19%
AWM
172
Avitas Wealth Management
California
$325K -$3K -118 -0.9%
FAIM
173
Financial Advocates Investment Management
Washington
$323K +$14.4K +564 +5%
APWM
174
Atlas Private Wealth Management
New York
$313K +$313K +12,265 New
SSWM
175
Sheets Smith Wealth Management
North Carolina
$307K +$56.2K +2,203 +22%