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First Trust North American Energy Infrastructure Fund

282 hedge funds and large institutions have $2.22B invested in First Trust North American Energy Infrastructure Fund in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 130 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.13%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
32
Increased
77
Reduced
130
Closed
24
Calls
$266K
Puts
Net Calls
+$266K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Shares
Change %
GSC
151
G&S Capital
Colorado
$549K -$2.33K -84 -0.4%
EH
152
Equitable Holdings
New York
$543K +$16.6K +600 +3%
WC
153
Waterloo Capital
Texas
$538K +$538K +19,437 New
NWM
154
Northwest Wealth Management
Iowa
$537K -$22.2K -802 -4%
IC
155
Inscription Capital
Texas
$532K +$532K +19,203 New
AP
156
Americana Partners
Texas
$516K -$4.46K -163 -0.9%
SAM
157
SignalPoint Asset Management
Missouri
$503K -$27.1K -980 -5%
PWM
158
PBMares Wealth Management
Virginia
$502K -$3.54K -128 -0.7%
IAN
159
Integrated Advisors Network
Texas
$476K -$601K -21,707 -56%
MA
160
MCF Advisors
Kentucky
$469K +$1.94K +70 +0.4%
KIA
161
KLR Investment Advisors
Rhode Island
$464K -$11.9K -428 -2%
DWP
162
Destiny Wealth Partners
Florida
$462K
WE
163
Wealth Effects
Massachusetts
$449K -$5.34K -193 -1%
SSWM
164
Sheets Smith Wealth Management
North Carolina
$447K +$609 +22 +0.1%
CAM
165
Cozad Asset Management
Illinois
$439K +$10.3K +371 +2%
FWP
166
FAS Wealth Partners
Kansas
$435K +$435K +15,697 New
AIM
167
Aspen Investment Management
Michigan
$423K
CBFP
168
Cedar Brook Financial Partners
Ohio
$420K +$7.03K +256 +2%
BFA
169
Beacon Financial Advisory
Ohio
$417K -$78.1K -2,821 -16%
LNC
170
Lincoln National Corp
Pennsylvania
$411K +$83 +3 +0%
DFA
171
DHJJ Financial Advisors
Illinois
$411K
GFP
172
Gryphon Financial Partners
Ohio
$398K -$29.3K -1,239 -7%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$395K -$142K -5,143 -26%
SIA
174
Soltis Investment Advisors
Utah
$388K -$123K -4,442 -24%
MPCG
175
Matrix Private Capital Group
New York
$376K