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First Trust North American Energy Infrastructure Fund

233 hedge funds and large institutions have $1.51B invested in First Trust North American Energy Infrastructure Fund in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 101 increasing their positions, 68 reducing their positions, and 19 closing their positions.

Holders
233
Holders Change
+7
Holders Change %
+3.1%
% of All Funds
4.07%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
27
Increased
101
Reduced
68
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$356M 14,556,138 +252,031 +2%
TA
2
Tiedemann Advisors
New York
$109M 4,453,469 +91 +0%
Bank of America
3
Bank of America
North Carolina
$88.8M 3,632,000 -19,780 -0.5%
HighTower Advisors
4
HighTower Advisors
Illinois
$71.2M 2,909,572 +127,845 +5%
CAM
5
Cresset Asset Management
Illinois
$67.4M 2,756,139 +210,326 +8%
Wells Fargo
6
Wells Fargo
California
$65.8M 2,691,043 +50,316 +2%
CIA
7
Capital Investment Advisors
Georgia
$56M 2,290,724 +131,541 +6%
GT
8
Glenview Trust
Kentucky
$41.6M 1,702,541 +278,414 +20%
WANY
9
Wealthspire Advisors (New York)
New York
$36.3M 1,482,727 +145,793 +11%
WF
10
Welch & Forbes
Massachusetts
$32.2M 1,314,806 -34,523 -3%
UBS Group
11
UBS Group
Switzerland
$30.6M 1,250,852 -10,864 -0.9%
GT
12
Glenmede Trust
Pennsylvania
$29.4M 1,202,918 +135,623 +13%
LJAC
13
L.J. Altfest & Co
New York
$25.5M 1,042,040 +28,490 +3%
LPL Financial
14
LPL Financial
California
$25.2M 1,028,878 +69,655 +7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$24.1M 987,236 +66,216 +7%
A
16
AdvicePeriod
California
$23.4M 955,074 -28,370 -3%
ABTD
17
Arvest Bank Trust Division
Oklahoma
$22M 900,257 -222,062 -20%
FCIM
18
Fairview Capital Investment Management
California
$20.2M 826,916 +59,883 +8%
FA
19
Forefront Analytics
Pennsylvania
$15.8M 647,222 +6,384 +1%
LF
20
Lee Financial
Texas
$14M 573,854 +271,771 +90%
RJA
21
Raymond James & Associates
Florida
$13M 533,430 +32,976 +7%
JIP
22
Jaffetilchin Investment Partners
Florida
$11.7M 478,863 +75,395 +19%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$11.7M 478,647 +59,476 +14%
IF
24
Intrua Financial
Texas
$11.6M 472,446 +82,437 +21%
AAS
25
Avantax Advisory Services
Texas
$11.3M 461,117 +39,991 +9%