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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 %
WWM
201
Western Wealth Management
Colorado
$269K +$3.23K +106 +1%
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$254K +$27K +887 +12%
Susquehanna International Group
203
Susquehanna International Group
Pennsylvania
$248K -$6.92M -227,112 -97%
ASN
204
Advisory Services Network
Georgia
$247K +$8.8K +289 +4%
EWM
205
Endowment Wealth Management
Wisconsin
$246K -$19K -623 -7%
HFS
206
Howard Financial Services
Texas
$241K +$2.44K +80 +1%
PTC
207
Private Trust Company
Ohio
$240K
SWP
208
Stratos Wealth Partners
Ohio
$239K -$2.44K -80 -1%
IA
209
IFP Advisors
Florida
$236K -$38.9K -1,276 -14%
FFN
210
Focus Financial Network
Minnesota
$227K -$5.12K -163 -2%
AWM
211
AE Wealth Management
Kansas
$226K +$226K +7,424 New
IWM
212
IHT Wealth Management
Illinois
$221K +$221K +7,264 New
WS
213
Wedbush Securities
California
$221K +$221K +7,254 New
GVAG
214
Great Valley Advisor Group
Delaware
$220K
PFGIA
215
Patriot Financial Group Insurance Agency
Massachusetts
$220K +$9.47K +311 +5%
UL
216
Unionview LLC
Washington
$216K +$792 +26 +0.4%
BWG
217
Beta Wealth Group
California
$216K -$9.05K -297 -4%
SI
218
Saxon Interests
Texas
$214K
NS
219
NBC Securities
Alabama
$213K -$29.4K -965 -12%
LMKC
220
L.M. Kohn & Company
Ohio
$207K -$6.09K -200 -3%
AAS
221
Ameritas Advisory Services
Nebraska
$207K
MCM
222
MV Capital Management
Maryland
$206K +$206K +6,775 New
IAIM
223
International Assets Investment Management
Florida
$198K -$19.4K -636 -9%
SOS
224
Silver Oak Securities
Tennessee
$191K -$31.2K -1,023 -14%
GWS
225
Glassman Wealth Services
Virginia
$184K -$9.75K -320 -5%