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First Trust North American Energy Infrastructure Fund

272 hedge funds and large institutions have $1.84B invested in First Trust North American Energy Infrastructure Fund in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 20

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

18% more capital invested

Capital invested by funds: $1.56B → $1.84B (+$279M)

6% more funds holding

Funds holding: 257272 (+15)

2.06% more ownership

Funds ownership: 72.76%74.82% (+2.1%)

3% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 91

Holders
272
Holders Change
+15
Holders Change %
+5.84%
% of All Funds
4.29%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
38
Increased
94
Reduced
91
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
176
Moors & Cabot
Massachusetts
$388K +$14.1K +543 +4%
MCCP
177
Mission Creek Capital Partners
California
$382K +$3.29K +127 +0.9%
BA
178
Ballew Advisors
Mississippi
$378K -$47.6K -1,838 -12%
CRWM
179
Castle Rock Wealth Management
California
$363K
MPCG
180
Matrix Private Capital Group
New York
$363K
FHC
181
First Heartland Consultants
Missouri
$361K +$85.2K +3,293 +34%
Franklin Resources
182
Franklin Resources
California
$359K
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
$356K -$322K -12,446 -49%
BWG
184
Beta Wealth Group
California
$349K -$502K -19,407 -61%
RFWA
185
RPg Family Wealth Advisory
Massachusetts
$348K
PFO
186
Pathstone Family Office
New Jersey
$346K
DAM
187
Derbend Asset Management
Georgia
$341K
PGWM
188
Pitti Group Wealth Management
New York
$336K -$330K -12,764 -51%
PFGIA
189
Patriot Financial Group Insurance Agency
Massachusetts
$330K
IF
190
Integrity Financial
Wyoming
$322K -$1.29K -50 -0.4%
MIM
191
MTM Investment Management
South Carolina
$313K
TC
192
Telemus Capital
Michigan
$312K -$41.7K -1,610 -13%
WPC
193
Wedmont Private Capital
Pennsylvania
$310K +$287K +11,088 New
MWM
194
Maripau Wealth Management
Indiana
$308K -$28.2K -1,089 -9%
Financial Engines Advisors
195
Financial Engines Advisors
California
$304K -$35.8K -1,383 -11%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$303K +$281K +10,867 New
HAC
197
Harbor Advisory Corp
New Hampshire
$297K -$31.2K -1,207 -10%
LMKC
198
L.M. Kohn & Company
Ohio
$297K +$277K +10,703 New
SIA
199
Soltis Investment Advisors
Utah
$293K +$9.42K +364 +4%
KCM
200
Karp Capital Management
California
$291K -$66.4K -2,565 -20%