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First Trust North American Energy Infrastructure Fund

229 hedge funds and large institutions have $1.45B invested in First Trust North American Energy Infrastructure Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 88 increasing their positions, 84 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
4.02%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
16
Increased
88
Reduced
84
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GM
151
GeoWealth Management
Illinois
$336K -$3.2M -134,933 -90%
HI
152
Harbour Investments
Wisconsin
$328K -$39.7K -1,679 -11%
SLT
153
St Louis Trust
Missouri
$328K +$47.4K +2,000 +17%
FH
154
FWG Holdings
Florida
$325K +$325K +13,710 New
DAM
155
Derbend Asset Management
Georgia
$323K +$71 +3 +0%
CRC
156
Curi RMB Capital
Illinois
$322K
MCCP
157
Mission Creek Capital Partners
California
$322K +$1.18K +50 +0.4%
CRWM
158
Castle Rock Wealth Management
California
$320K +$37.6K +1,500 +13%
MC
159
Moors & Cabot
Massachusetts
$319K +$878 +37 +0.3%
SSWM
160
Sheets Smith Wealth Management
North Carolina
$318K +$5.08K +215 +2%
MPCG
161
Matrix Private Capital Group
New York
$310K
Franklin Resources
162
Franklin Resources
California
$307K
TC
163
Telemus Capital
Michigan
$305K -$3.55K -150 -1%
CFGS
164
Concourse Financial Group Securities
Alabama
$298K -$17.4K -736 -6%
RFWA
165
RPg Family Wealth Advisory
Massachusetts
$297K
PFO
166
Pathstone Family Office
New Jersey
$296K
Financial Engines Advisors
167
Financial Engines Advisors
California
$292K +$292K +12,364 New
HAC
168
Harbor Advisory Corp
New Hampshire
$283K
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$282K
VCM
170
Virtue Capital Management
Tennessee
$282K +$282K +11,933 New
MIM
171
MTM Investment Management
South Carolina
$267K
KCM
172
Karp Capital Management
California
$266K +$266K +11,230 New
GWM
173
Geneos Wealth Management
Colorado
$265K +$168K +7,030 +172%
T
174
TRUADVICE
Florida
$255K -$750K -30,007 -75%
MIAN
175
Mariner Independent Advisor Network
Kansas
$250K -$5.16K -218 -2%