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First Trust North American Energy Infrastructure Fund

226 hedge funds and large institutions have $1.35B invested in First Trust North American Energy Infrastructure Fund in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 86 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-5
Holders Change %
-2.16%
% of All Funds
3.98%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
26
Increased
86
Reduced
71
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CW
176
CreativeOne Wealth
Kansas
$203K -$33.1K -1,456 -14%
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
$203K -$18.1K -793 -8%
HA
178
HYA Advisors
Missouri
$200K +$200K +8,789 New
BAM
179
Belpointe Asset Management
Nevada
$185K +$8.96K +392 +5%
Citigroup
180
Citigroup
New York
$170K +$9.07K +398 +6%
IA
181
IFP Advisors
Florida
$148K +$45 +2 +0%
APWM
182
Atlas Private Wealth Management
New York
$139K -$85.2K -3,750 -38%
AWA
183
Arkadios Wealth Advisors
Georgia
$134K +$61.3K +2,689 +84%
GCM
184
Gables Capital Management
Florida
$131K
JCM
185
Jacobi Capital Management
Pennsylvania
$128K -$17.4K -764 -12%
OIS
186
Okabena Investment Services
Minnesota
$120K
BAM
187
Barrett Asset Management
New York
$111K
GWM
188
Geneos Wealth Management
Colorado
$106K
APA
189
American Portfolios Advisors
New York
$99.9K
BAM
190
Bellevue Asset Management
Washington
$89K
IAIM
191
International Assets Investment Management
Florida
$83K
TF
192
TimeScale Financial
Massachusetts
$83K +$83K +3,642 New
CIAS
193
Capital Investment Advisory Services
North Carolina
$81K +$4.56K +200 +6%
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$76K
NFG
195
Next Financial Group
Texas
$70K -$1.78K -78 -2%
TLFA
196
True Link Financial Advisors
California
$58K
BEI
197
Benjamin Edwards Inc
Missouri
$30K -$701 -31 -2%
OC
198
Oakworth Capital
Alabama
$26K
CAC
199
Certified Advisory Corp
Florida
$25K +$25K +1,092 New
GWSG
200
GPS Wealth Strategies Group
Colorado
$23K +$23K +1,050 New