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First Trust North American Energy Infrastructure Fund

229 hedge funds and large institutions have $1.45B invested in First Trust North American Energy Infrastructure Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 88 increasing their positions, 84 reducing their positions, and 17 closing their positions.

Holders
229
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
4.02%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
16
Increased
88
Reduced
84
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$347M 14,655,669 +99,531 +0.7%
TA
2
Tiedemann Advisors
New York
$85.3M 3,605,590 -847,879 -19%
CAM
3
Cresset Asset Management
Illinois
$79.9M 3,373,467 +617,328 +22%
Bank of America
4
Bank of America
North Carolina
$78.8M 3,327,904 -304,096 -8%
HighTower Advisors
5
HighTower Advisors
Illinois
$70.4M 2,973,714 +64,142 +2%
Wells Fargo
6
Wells Fargo
California
$61.5M 2,597,386 -93,657 -3%
CIA
7
Capital Investment Advisors
Georgia
$56.5M 2,388,913 +98,189 +4%
GT
8
Glenview Trust
Kentucky
$42.1M 1,779,145 +76,604 +4%
WANY
9
Wealthspire Advisors (New York)
New York
$32.6M 1,376,648 -106,079 -7%
GT
10
Glenmede Trust
Pennsylvania
$31.5M 1,331,292 +128,374 +11%
WF
11
Welch & Forbes
Massachusetts
$30.2M 1,274,238 -40,568 -3%
UBS Group
12
UBS Group
Switzerland
$29.3M 1,237,057 -13,795 -1%
LJAC
13
L.J. Altfest & Co
New York
$26.2M 1,107,851 +65,811 +6%
LPL Financial
14
LPL Financial
California
$26M 1,097,157 +68,279 +7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$24.4M 1,032,334 +45,098 +5%
Mariner
16
Mariner
Kansas
$23.5M 994,593 +943,094 +1,831%
ABTD
17
Arvest Bank Trust Division
Oklahoma
$21.2M 897,065 -3,192 -0.4%
FCIM
18
Fairview Capital Investment Management
California
$19.4M 819,375 -7,541 -0.9%
LF
19
Lee Financial
Texas
$15.8M 667,741 +93,887 +16%
FA
20
Forefront Analytics
Pennsylvania
$15.5M 656,254 +9,032 +1%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$11.7M 496,036 +17,389 +4%
IF
22
Intrua Financial
Texas
$11.4M 454,651 -17,795 -4%
AAS
23
Avantax Advisory Services
Texas
$11.2M 473,516 +12,399 +3%
UB
24
UMB Bank
Missouri
$11M 466,742 +14,989 +3%
JIP
25
Jaffetilchin Investment Partners
Florida
$10.6M 446,591 -32,272 -7%