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First Trust North American Energy Infrastructure Fund

231 hedge funds and large institutions have $1.23B invested in First Trust North American Energy Infrastructure Fund in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 66 increasing their positions, 95 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+14
Holders Change %
+6.45%
% of All Funds
4.1%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
46
Increased
66
Reduced
95
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
151
Concourse Financial Group Securities
Alabama
$288K -$40.6K -1,939 -12%
VCM
152
Vivaldi Capital Management
Illinois
$280K +$40.9K +1,950 +17%
MPCG
153
Matrix Private Capital Group
New York
$275K
CA
154
Cambridge Advisors
Nebraska
$274K -$2.33K -111 -0.8%
PFS
155
Prospera Financial Services
Texas
$274K +$131K +6,213 +91%
Franklin Resources
156
Franklin Resources
California
$272K
OIA
157
OneDigital Investment Advisors
Kansas
$259K -$118K -5,620 -31%
RFWA
158
RPg Family Wealth Advisory
Massachusetts
$258K -$1.22K -58 -0.5%
KPWS
159
Kestra Private Wealth Services
Texas
$256K +$256K +12,344 New
MCCP
160
Mission Creek Capital Partners
California
$253K -$8.81K -421 -3%
SSWM
161
Sheets Smith Wealth Management
North Carolina
$251K -$4.93K -235 -2%
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$250K
BF
163
BOK Financial
Oklahoma
$246K
RJT
164
Raymond James Trust
Florida
$245K -$163K -7,785 -40%
MIAN
165
Mariner Independent Advisor Network
Kansas
$242K +$242K +11,553 New
MIM
166
MTM Investment Management
South Carolina
$237K +$237K +11,288 New
SPC
167
Sigma Planning Corp
Michigan
$234K +$14.7K +702 +7%
NA
168
NewEdge Advisors
Louisiana
$222K -$434K -20,747 -66%
CRWM
169
Castle Rock Wealth Management
California
$222K +$222K +10,080 New
CCG
170
Chatham Capital Group
Georgia
$221K -$50.4K -2,400 -19%
CW
171
CreativeOne Wealth
Kansas
$217K +$217K +10,391 New
WWM
172
Western Wealth Management
Colorado
$210K +$210K +10,005 New
NEPWA
173
New England Private Wealth Advisors
Massachusetts
$209K -$97.3K -4,651 -32%
PA
174
Pinnacle Associates
New York
$209K -$21K -1,000 -9%
CL
175
Choreo LLC
Illinois
$208K -$12.1K -576 -5%