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First Trust North American Energy Infrastructure Fund

281 hedge funds and large institutions have $1.82B invested in First Trust North American Energy Infrastructure Fund in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 98 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+10
Holders Change %
+3.69%
% of All Funds
4.86%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
27
Increased
100
Reduced
98
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HW
201
Hamilton Wealth
California
$270K +$270K +10,848 New
HAC
202
Harbor Advisory Corp
New Hampshire
$267K
RFWA
203
RPg Family Wealth Advisory
Massachusetts
$262K
WMS
204
Wealth Management Solutions
Pennsylvania
$260K -$199K -8,011 -43%
MWM
205
Maripau Wealth Management
Indiana
$258K -$35.7K -1,336 -12%
MIAN
206
Mariner Independent Advisor Network
Kansas
$257K +$75 +3 +0%
CWM
207
Curi Wealth Management
North Carolina
$240K +$240K +9,646 New
AAS
208
Ameritas Advisory Services
Nebraska
$234K +$1.3K +52 +0.6%
AWA
209
Artemis Wealth Advisors
New York
$234K +$25 +1 +0%
MCM
210
Morton Capital Management
California
$233K
OC
211
Oppenheimer & Co
New York
$232K +$2.04K +82 +0.9%
IAIM
212
International Assets Investment Management
Florida
$230K
CAM
213
Cozad Asset Management
Illinois
$228K +$32.3K +1,300 +17%
RJT
214
Raymond James Trust
Florida
$226K +$226K +9,089 New
AAP
215
Arax Advisory Partners
Colorado
$219K -$28.2K -1,134 -11%
AWM
216
AE Wealth Management
Kansas
$219K +$219K +8,803 New
LMKC
217
L.M. Kohn & Company
Ohio
$217K -$49.9K -2,000 -19%
APA
218
American Portfolios Advisors
New York
$215K +$30.5K +1,225 +17%
ASN
219
Advisory Services Network
Georgia
$211K -$51.4K -2,067 -20%
CWM
220
Castle Wealth Management
Florida
$209K -$102K -4,120 -33%
T
221
TRUADVICE
Florida
$206K -$15.8K -586 -7%
KAM
222
KEB Asset Management
Illinois
$205K +$205K +8,235 New
TNBTD
223
Trustmark National Bank Trust Department
Mississippi
$204K
SOS
224
Silver Oak Securities
Tennessee
$202K -$16.8K -637 -8%
William Blair & Company
225
William Blair & Company
Illinois
$168K -$12K -481 -7%