EMLP icon

First Trust North American Energy Infrastructure Fund

300 hedge funds and large institutions have $1.87B invested in First Trust North American Energy Infrastructure Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 120 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+10
Holders Change %
+3.45%
% of All Funds
4.36%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
28
Increased
100
Reduced
120
Closed
11
Calls
$168K
Puts
Net Calls
+$168K
Net Calls Change
-$364K
Name Holding Trade Value Shares
Change
Shares
Change %
GM
176
GeoWealth Management
Illinois
$355K +$97.8K +3,212 +38%
APP
177
Avantax Planning Partners
Iowa
$355K +$7.34K +241 +2%
BA
178
Ballew Advisors
Mississippi
$353K +$18.7K +602 +6%
AA
179
Ancora Advisors
Ohio
$351K +$48.9K +1,606 +16%
IA
180
IFG Advisory
Georgia
$350K +$350K +11,481 New
MCCP
181
Mission Creek Capital Partners
California
$349K +$579 +19 +0.2%
Citadel Advisors
182
Citadel Advisors
Florida
$344K -$853K -28,005 -71%
MC
183
Moors & Cabot
Massachusetts
$339K +$33.1K +1,088 +11%
Creative Planning
184
Creative Planning
Kansas
$338K +$609 +20 +0.2%
MIM
185
MTM Investment Management
South Carolina
$337K
ACP
186
Aveo Capital Partners
Colorado
$327K -$155K -5,100 -32%
PMG
187
ProVise Management Group
Florida
$327K -$45.7K -1,500 -12%
NRI
188
NFP Retirement Inc
California
$321K +$944 +31 +0.3%
DWA
189
Divergent Wealth Advisors
Utah
$319K +$914 +30 +0.3%
AF
190
Allworth Financial
California
$311K
Kovitz Investment Group Partners
191
Kovitz Investment Group Partners
Illinois
$310K
IGWM
192
ICA Group Wealth Management
Colorado
$306K -$399K -13,107 -57%
PWA
193
Peterson Wealth Advisors
Utah
$306K -$4.66K -153 -2%
CIG
194
Cascade Investment Group
Colorado
$303K -$1.52K -50 -0.5%
SCM
195
Sebold Capital Management
Illinois
$281K -$71.9K -2,362 -20%
PFG
196
Prosperity Financial Group
California
$281K -$15.3K -503 -5%
VCP
197
Verus Capital Partners
Arizona
$279K +$279K +9,169 New
AAP
198
Arax Advisory Partners
Colorado
$277K +$61 +2 +0%
Bank of New York Mellon
199
Bank of New York Mellon
New York
$275K +$275K +9,014 New
FCA
200
FinTrust Capital Advisors
South Carolina
$270K