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First Trust North American Energy Infrastructure Fund

216 hedge funds and large institutions have $1.31B invested in First Trust North American Energy Infrastructure Fund in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 82 increasing their positions, 88 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-19
Holders Change %
-8.09%
% of All Funds
4.44%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
19
Increased
82
Reduced
88
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
201
US Bancorp
Minnesota
$10K
GFPC
202
Global Financial Private Client
Florida
$9.05K -$18.1K -902 -67%
OPS
203
Orion Portfolio Solutions
Nebraska
$9K +$2.07K +98 +30%
AIC
204
Archer Investment Corporation
Indiana
$5.68K
PA
205
Procyon Advisors
Connecticut
$5K +$5K +242 New
SFS
206
Sowell Financial Services
Arkansas
$4K -$56.9K -2,817 -93%
FHA
207
Flagship Harbor Advisors
Massachusetts
$4K
SFA
208
Semmax Financial Advisors
North Carolina
$4K
VCM
209
Versant Capital Management
Arizona
$3K
FHA
210
First Horizon Advisors
Tennessee
$3K +$47 +3 +2%
RBC
211
Roble Belko & Company
Pennsylvania
$3K +$3K +160 New
SIM
212
Sonora Investment Management
Arizona
$2K
LAS
213
Lloyd Advisory Services
Georgia
$2K +$22 +1 +1%
CHA
214
Carmichael Hill & Associates
Maryland
$1K
AWM
215
AllSquare Wealth Management
New York
$1K
CCMG
216
Clark Capital Management Group
Pennsylvania
-$3.35M -188,008 Closed
LNWWM
217
Laird Norton Wetherby Wealth Management
California
-$2.9M -163,062 Closed
AIS
218
Accurate Investment Solutions
Pennsylvania
-$2.59M -145,514 Closed
GVAG
219
Great Valley Advisor Group
Delaware
-$519K -29,185 Closed
CG
220
CFO4Life Group
Texas
-$397K -22,293 Closed
CS
221
Credit Suisse
Switzerland
-$337K -18,959 Closed
AW
222
ACG Wealth
Georgia
-$284K -15,937 Closed
MCWS
223
McKinley Carter Wealth Services
West Virginia
-$283K -15,918 Closed
KM
224
Kalos Management
Georgia
-$289K -14,300 Closed
IFWM
225
Institute for Wealth Management
Colorado
-$253K -14,237 Closed