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First Trust North American Energy Infrastructure Fund

226 hedge funds and large institutions have $1.35B invested in First Trust North American Energy Infrastructure Fund in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 86 increasing their positions, 71 reducing their positions, and 28 closing their positions.

Holders
226
Holders Change
-5
Holders Change %
-2.16%
% of All Funds
3.98%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
26
Increased
86
Reduced
71
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$326M 14,304,107 +97,501 +0.7%
TA
2
Tiedemann Advisors
New York
$102M 4,453,378 +12,750 +0.3%
Bank of America
3
Bank of America
North Carolina
$83.3M 3,651,780 +1,036,614 +40%
HighTower Advisors
4
HighTower Advisors
Illinois
$63.4M 2,781,727 -791,829 -22%
Wells Fargo
5
Wells Fargo
California
$60.2M 2,640,727 +17,465 +0.7%
CAM
6
Cresset Asset Management
Illinois
$58.1M 2,545,813 +338,287 +15%
CIA
7
Capital Investment Advisors
Georgia
$49.3M 2,159,183 +128,735 +6%
GT
8
Glenview Trust
Kentucky
$32.5M 1,424,127 +145,720 +11%
WF
9
Welch & Forbes
Massachusetts
$30.8M 1,349,329 -70,279 -5%
WANY
10
Wealthspire Advisors (New York)
New York
$30.5M 1,336,934 +17,561 +1%
UBS Group
11
UBS Group
Switzerland
$28.8M 1,261,716 -27,914 -2%
ABTD
12
Arvest Bank Trust Division
Oklahoma
$25.6M 1,122,319 +275,843 +33%
GT
13
Glenmede Trust
Pennsylvania
$24.3M 1,067,295 -210,899 -16%
LJAC
14
L.J. Altfest & Co
New York
$23.1M 1,013,550 +75,504 +8%
A
15
AdvicePeriod
California
$22.4M 983,444 -23,372 -2%
LPL Financial
16
LPL Financial
California
$21.9M 959,223 +49,985 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$21M 921,020 -292,627 -24%
FCIM
18
Fairview Capital Investment Management
California
$17.5M 767,033 -7,890 -1%
FA
19
Forefront Analytics
Pennsylvania
$14.6M 640,838 +3,913 +0.6%
RJA
20
Raymond James & Associates
Florida
$11.4M 500,454 +32,492 +7%
AAS
21
Avantax Advisory Services
Texas
$9.6M 421,126 -11,882 -3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$9.56M 419,171 +90,356 +27%
IF
23
Intrua Financial
Texas
$9.23M 390,009 +94,577 +32%
JIP
24
Jaffetilchin Investment Partners
Florida
$9.2M 403,468 +388,987 +2,686%
Stifel Financial
25
Stifel Financial
Missouri
$8.5M 372,663 +33,895 +10%