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First Trust North American Energy Infrastructure Fund

233 hedge funds and large institutions have $1.51B invested in First Trust North American Energy Infrastructure Fund in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 101 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+7
Holders Change %
+3.1%
% of All Funds
4.07%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
27
Increased
101
Reduced
68
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HI
151
Harbour Investments
Wisconsin
$380K -$46.2K -1,892 -11%
PMG
152
ProVise Management Group
Florida
$380K
AWE
153
Avidian Wealth Enterprises
Texas
$375K +$97.2K +3,972 +35%
BA
154
Ballew Advisors
Mississippi
$367K -$375K -15,454 -51%
CCIA
155
Cherry Creek Investment Advisors
Colorado
$342K +$342K +13,971 New
DAM
156
Derbend Asset Management
Georgia
$334K +$334K +13,648 New
CRC
157
Curi RMB Capital
Illinois
$333K +$333K +13,616 New
MCCP
158
Mission Creek Capital Partners
California
$332K +$35K +1,429 +12%
MC
159
Moors & Cabot
Massachusetts
$328K +$832 +34 +0.3%
CFGS
160
Concourse Financial Group Securities
Alabama
$326K +$416 +17 +0.1%
SSWM
161
Sheets Smith Wealth Management
North Carolina
$324K +$416 +17 +0.1%
MPCG
162
Matrix Private Capital Group
New York
$320K
TC
163
Telemus Capital
Michigan
$319K
Franklin Resources
164
Franklin Resources
California
$317K
RFWA
165
RPg Family Wealth Advisory
Massachusetts
$307K +$307K +12,568 New
PFO
166
Pathstone Family Office
New Jersey
$306K +$306K +12,500 New
BAM
167
Belpointe Asset Management
Nevada
$299K +$101K +4,136 +51%
HAC
168
Harbor Advisory Corp
New Hampshire
$292K
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$291K
SLT
170
St Louis Trust
Missouri
$290K
AAP
171
Arax Advisory Partners
Colorado
$282K +$282K +11,538 New
MIM
172
MTM Investment Management
South Carolina
$276K -$24 -1 -0%
CRWM
173
Castle Rock Wealth Management
California
$276K +$24.5K +1,000 +10%
MIAN
174
Mariner Independent Advisor Network
Kansas
$264K
SIA
175
Soltis Investment Advisors
Utah
$254K +$254K +10,377 New