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First Trust North American Energy Infrastructure Fund

311 hedge funds and large institutions have $2.08B invested in First Trust North American Energy Infrastructure Fund in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 123 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+11
Holders Change %
+3.67%
% of All Funds
4.5%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
37
Increased
109
Reduced
123
Closed
21
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
-$152K
Name Holding Trade Value Shares
Change
Shares
Change %
KFGK
151
Keystone Financial Group (Kentucky)
Kentucky
$620K +$620K +18,454 New
CA
152
Claro Advisors
Massachusetts
$619K +$5.28K +157 +0.9%
MCA
153
Magnolia Capital Advisors
Mississippi
$608K -$1.2M -35,774 -66%
PWM
154
PBMares Wealth Management
Virginia
$605K -$1.08K -32 -0.2%
SAM
155
SignalPoint Asset Management
Missouri
$604K
AP
156
Americana Partners
Texas
$599K -$25.7K -764 -4%
MA
157
MCF Advisors
Kentucky
$577K +$2.02K +60 +0.4%
CAM
158
Cozad Asset Management
Illinois
$570K +$36.1K +1,074 +7%
RJT
159
Raymond James Trust
Florida
$569K +$10.1K +300 +2%
Jones Financial Companies
160
Jones Financial Companies
Missouri
$564K +$478K +14,275 +550%
IAN
161
Integrated Advisors Network
Texas
$561K -$6.72K -200 -1%
DWP
162
Destiny Wealth Partners
Florida
$557K
GWP
163
Gateway Wealth Partners
Wisconsin
$552K +$28.5K +849 +5%
CAL
164
Capital Analysts LLC
Pennsylvania
$531K -$7.74K -230 -1%
AIM
165
Aspen Investment Management
Michigan
$513K
RIA
166
Regal Investment Advisors
Michigan
$510K -$438K -13,026 -46%
MC
167
Moors & Cabot
Massachusetts
$504K +$130K +3,871 +35%
WE
168
Wealth Effects
Massachusetts
$496K -$22.7K -675 -4%
SSWM
169
Sheets Smith Wealth Management
North Carolina
$478K -$2.72K -81 -0.6%
Kovitz Investment Group Partners
170
Kovitz Investment Group Partners
Illinois
$453K +$111K +3,318 +33%
SIA
171
Soltis Investment Advisors
Utah
$453K +$1.48K +44 +0.3%
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
$453K +$179K +5,330 +65%
MPCG
173
Matrix Private Capital Group
New York
$449K -$7.29K -217 -2%
IA
174
IFP Advisors
Florida
$447K +$186K +5,540 +71%
BFA
175
Beaumont Financial Advisors
Massachusetts
$443K +$168 +5 +0%