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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 %
BFA
176
Beaumont Financial Advisors
Massachusetts
$358K
IA
177
IFG Advisory
Georgia
$357K -$17.5K -632 -5%
CAL
178
Capital Analysts LLC
Pennsylvania
$357K -$101K -3,646 -22%
Pathstone Holdings
179
Pathstone Holdings
New Jersey
$346K +$346K +12,500 New
PMG
180
ProVise Management Group
Florida
$338K
D.E. Shaw & Co
181
D.E. Shaw & Co
New York
$331K +$331K +11,942 New
CRWM
182
Castle Rock Wealth Management
California
$330K
WPC
183
Wedmont Private Capital
Pennsylvania
$329K +$2.83K +101 +0.9%
SCM
184
Sebold Capital Management
Illinois
$321K -$184K -6,644 -36%
DAM
185
Derbend Asset Management
Georgia
$317K +$3.41K +123 +1%
MCCP
186
Mission Creek Capital Partners
California
$314K -$969 -35 -0.3%
MIM
187
MTM Investment Management
South Carolina
$307K
RFG
188
REAP Financial Group
Texas
$306K +$306K +11,065 New
CIG
189
Cascade Investment Group
Colorado
$304K -$44.7K -1,615 -13%
AA
190
Ancora Advisors
Ohio
$299K -$26.4K -952 -8%
EWM
191
Endowment Wealth Management
Wisconsin
$298K -$73.7K -2,663 -20%
BA
192
Ballew Advisors
Mississippi
$295K
DWA
193
Divergent Wealth Advisors
Utah
$293K +$293K +10,572 New
PWA
194
Peterson Wealth Advisors
Utah
$287K -$5.43K -196 -2%
MC
195
Moors & Cabot
Massachusetts
$287K -$16.8K -606 -6%
TC
196
Telemus Capital
Michigan
$281K
SWP
197
Stratos Wealth Partners
Ohio
$275K +$275K +9,925 New
IA
198
IFP Advisors
Florida
$261K -$84.5K -3,053 -24%
AWM
199
Apollon Wealth Management
South Carolina
$259K -$60.9K -2,199 -19%
SOS
200
Silver Oak Securities
Tennessee
$257K +$45.8K +1,653 +22%