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First Trust North American Energy Infrastructure Fund

203 hedge funds and large institutions have $1.25B invested in First Trust North American Energy Infrastructure Fund in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 93 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
4.66%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.23%
New
23
Increased
93
Reduced
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LGWM
176
Litman Gregory Wealth Management
California
$59K +$59K +2,700 New
US Bancorp
177
US Bancorp
Minnesota
$55K -$6.77K -306 -11%
AIM
178
Advantage Investment Management
Iowa
$52K -$13.1K -592 -20%
ASN
179
Advisory Services Network
Georgia
$37K -$7.17K -324 -16%
TFS
180
TrustCore Financial Services
Tennessee
$34K
EDRH
181
Edmond de Rothschild Holding
Switzerland
$33K -$681K -30,950 -95%
Manulife (Manufacturers Life Insurance)
182
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25K +$7.85K +362 +46%
WP
183
WealthShield Partners
North Carolina
$22K -$1.09K -50 -5%
AAM
184
Advisors Asset Management
Colorado
$22K
APP
185
Avantax Planning Partners
Iowa
$22K +$22K +1,000 New
AA
186
AlphaMark Advisors
Kentucky
$18K -$10.1K -450 -36%
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$15K -$12.7K -594 -46%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$12K +$136 +6 +1%
TSW
189
Thompson Siegel & Walmsley
Virginia
$11K
SBL
190
Sargent Bickham Lagudis
Colorado
$11K
CAC
191
Certified Advisory Corp
Florida
$8K
FCB
192
First Command Bank
Texas
$5.41K
WCAMG
193
Woodard & Company Asset Management Group
North Carolina
$5K -$9.29K -455 -65%
FCFS
194
First Command Financial Services
Texas
$5K
FHA
195
First Horizon Advisors
Tennessee
$5K +$57 +3 +1%
SFM
196
Signet Financial Management
New Jersey
$4K +$4K +200 New
PA
197
Parallel Advisors
California
$3K -$660 -31 -18%
GI
198
Gradient Investments
Minnesota
$3K +$3K +127 New
AWM
199
AllSquare Wealth Management
New York
$2K
WF
200
WealthTrust Fairport
Ohio
$2K +$2K +100 New