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First Trust North American Energy Infrastructure Fund

231 hedge funds and large institutions have $1.23B invested in First Trust North American Energy Infrastructure Fund in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 66 increasing their positions, 95 reducing their positions, and 30 closing their positions.

Holders
231
Holders Change
+14
Holders Change %
+6.45%
% of All Funds
4.1%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
46
Increased
66
Reduced
95
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$298M 14,206,606 -2,685,745 -16%
TA
2
Tiedemann Advisors
New York
$93.1M 4,440,628 -217,787 -5%
HighTower Advisors
3
HighTower Advisors
Illinois
$74.9M 3,573,556 +3,126,422 +699%
Wells Fargo
4
Wells Fargo
California
$55M 2,623,262 -684,297 -21%
Bank of America
5
Bank of America
North Carolina
$54.8M 2,615,166 -1,046,996 -29%
CAM
6
Cresset Asset Management
Illinois
$46.3M 2,207,526 +582,875 +36%
CIA
7
Capital Investment Advisors
Georgia
$42.6M 2,030,448 +122,045 +6%
WF
8
Welch & Forbes
Massachusetts
$29.8M 1,419,608 -8,810 -0.6%
WANY
9
Wealthspire Advisors (New York)
New York
$27.7M 1,319,373 +989,767 +300%
UBS Group
10
UBS Group
Switzerland
$27M 1,289,630 -160,385 -11%
GT
11
Glenview Trust
Kentucky
$26.8M 1,278,407 +162,664 +15%
GT
12
Glenmede Trust
Pennsylvania
$26.8M 1,278,194 -188,392 -13%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$25.5M 1,213,647 +351,581 +41%
A
14
AdvicePeriod
California
$21.1M 1,006,816 -22,540 -2%
LJAC
15
L.J. Altfest & Co
New York
$19.7M 938,046 -36,314 -4%
LPL Financial
16
LPL Financial
California
$19.1M 909,238 -48,290 -5%
ABTD
17
Arvest Bank Trust Division
Oklahoma
$17.8M 846,476 +35,877 +4%
FCIM
18
Fairview Capital Investment Management
California
$16.3M 774,923 +284,050 +58%
FA
19
Forefront Analytics
Pennsylvania
$13.4M 636,925 +17,591 +3%
MA
20
MCF Advisors
Kentucky
$11.8M 562,920 -24,548 -4%
RJA
21
Raymond James & Associates
Florida
$9.81M 467,962 -16,034 -3%
AAS
22
Avantax Advisory Services
Texas
$9.08M 433,008 +50,956 +13%
VWM
23
Venturi Wealth Management
Texas
$8.92M 425,319 -122,821 -22%
FWM
24
Frontier Wealth Management
Missouri
$8.09M 385,851 +49,813 +15%
DCM
25
Disciplina Capital Management
Tennessee
$7.28M 347,192 +146,444 +73%