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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 %
AWM
201
AE Wealth Management
Kansas
$255K -$56.8K -2,076 -18%
FHC
202
First Heartland Consultants
Missouri
$252K +$6.02K +217 +2%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$251K +$115K +4,141 +84%
AAP
204
Arax Advisory Partners
Colorado
$250K -$1.28M -46,346 -84%
FCA
205
FinTrust Capital Advisors
South Carolina
$246K
WWM
206
Western Wealth Management
Colorado
$241K
KFGK
207
Keystone Financial Group (Kentucky)
Kentucky
$234K -$1.74K -63 -0.7%
IAIM
208
International Assets Investment Management
Florida
$234K -$16.6K -600 -7%
Creative Planning
209
Creative Planning
Kansas
$226K +$2.27K +82 +1%
FPWM
210
FSB Premier Wealth Management
Iowa
$219K +$443 +16 +0.2%
PTC
211
Private Trust Company
Ohio
$218K
BWG
212
Beta Wealth Group
California
$215K -$54.5K -1,970 -20%
FFN
213
Focus Financial Network
Minnesota
$215K +$498 +18 +0.2%
ASN
214
Advisory Services Network
Georgia
$214K -$2.85K -103 -1%
OC
215
Oppenheimer & Co
New York
$214K -$59K -2,131 -22%
HFS
216
Howard Financial Services
Texas
$213K +$2.27K +82 +1%
IF
217
Integrity Financial
Wyoming
$207K -$9.14K -330 -4%
KNW
218
Kesler Norman & Wride
Utah
$207K +$207K +7,484 New
GVAG
219
Great Valley Advisor Group
Delaware
$201K +$201K +7,271 New
AF
220
Allworth Financial
California
$184K
GWS
221
Glassman Wealth Services
Virginia
$176K -$111K -4,000 -39%
William Blair & Company
222
William Blair & Company
Illinois
$167K +$8.25K +298 +5%
NS
223
NBC Securities
Alabama
$153K +$71.9K +2,611 +89%
TAM
224
Tucker Asset Management
Colorado
$151K +$498 +18 +0.3%
CAS
225
Coppell Advisory Solutions
Texas
$139K +$31.2K +1,126 +29%