We are live on ! Find out more
EMLP icon

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
MIAN
201
Mariner Independent Advisor Network
Kansas
$286K -$52.1K -2,013 -16%
AA
202
Aire Advisors
California
$277K +$259K +10,019 New
IFG
203
Independent Financial Group
California
$269K -$48K -1,855 -16%
AWM
204
AE Wealth Management
Kansas
$266K +$20.5K +792 +9%
AWA
205
Arkadios Wealth Advisors
Georgia
$265K -$28.6K -1,105 -10%
WWMSC
206
Wagner Wealth Management (South Carolina)
South Carolina
$265K
IAIM
207
International Assets Investment Management
Florida
$264K -$58K -2,243 -19%
HA
208
HYA Advisors
Missouri
$262K +$1.55K +60 +0.6%
MCM
209
Morton Capital Management
California
$259K
AAS
210
Ameritas Advisory Services
Nebraska
$259K -$22.5K -870 -9%
OC
211
Oppenheimer & Co
New York
$258K
PP
212
Patron Partners
Texas
$230K +$215K +8,324 New
FHA
213
Flagship Harbor Advisors
Massachusetts
$229K -$6.46M -249,799 -97%
William Blair & Company
214
William Blair & Company
Illinois
$228K -$4.74K -183 -2%
T
215
TRUADVICE
Florida
$223K -$53.7K -2,075 -20%
RJT
216
Raymond James Trust
Florida
$218K +$204K +7,883 New
CCG
217
Chatham Capital Group
Georgia
$216K +$201K +7,785 New
AAP
218
Arax Advisory Partners
Colorado
$215K -$13.4K -518 -6%
BFS
219
Bickling Financial Services
Massachusetts
$212K +$198K +7,652 New
FWM
220
ForthRight Wealth Management
Georgia
$206K +$193K +7,446 New
APA
221
American Portfolios Advisors
New York
$205K +$10.1K +390 +6%
GWM
222
Geneos Wealth Management
Colorado
$181K -$122K -4,721 -42%
CAL
223
Capital Analysts LLC
Pennsylvania
$178K +$24.8K +959 +18%
GCM
224
Gables Capital Management
Florida
$159K
OIS
225
Okabena Investment Services
Minnesota
$146K