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First Trust North American Energy Infrastructure Fund

272 hedge funds and large institutions have $1.84B invested in First Trust North American Energy Infrastructure Fund in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 20

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

18% more capital invested

Capital invested by funds: $1.56B → $1.84B (+$279M)

6% more funds holding

Funds holding: 257272 (+15)

2.06% more ownership

Funds ownership: 72.76%74.82% (+2.1%)

3% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 91

Holders
272
Holders Change
+15
Holders Change %
+5.84%
% of All Funds
4.29%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
38
Increased
94
Reduced
91
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$416M -$1.41M -54,616 -0.4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$119M +$86.2M +3,331,278 +338%
TA
3
Tiedemann Advisors
New York
$103M +$1.45M +55,856 +2%
Bank of America
4
Bank of America
North Carolina
$93.3M +$4.34M +167,777 +5%
CAM
5
Cresset Asset Management
Illinois
$88.3M -$4.22M -162,920 -5%
CIA
6
Capital Investment Advisors
Georgia
$72.6M +$3.79M +146,308 +6%
Wells Fargo
7
Wells Fargo
California
$64.3M -$707K -27,316 -1%
GT
8
Glenview Trust
Kentucky
$57.7M +$5.15M +198,919 +11%
HighTower Advisors
9
HighTower Advisors
Illinois
$45.6M -$35.6M -1,376,937 -46%
WANY
10
Wealthspire Advisors (New York)
New York
$43.5M +$4.13M +159,623 +11%
UBS Group
11
UBS Group
Switzerland
$40.4M +$3.24M +125,155 +9%
LPL Financial
12
LPL Financial
California
$36.4M +$4.67M +180,271 +16%
GT
13
Glenmede Trust
Pennsylvania
$35.9M -$919K -35,502 -3%
WF
14
Welch & Forbes
Massachusetts
$33.3M -$808K -31,236 -3%
LJAC
15
L.J. Altfest & Co
New York
$31.9M +$983K +37,969 +3%
AT
16
Arvest Trust
Oklahoma
$25.6M +$673K +26,010 +3%
Mariner
17
Mariner
Kansas
$25.4M -$1.34M -51,851 -5%
FCIM
18
Fairview Capital Investment Management
California
$23.2M +$185K +7,161 +0.9%
LF
19
Lee Financial
Texas
$21.1M +$1.39M +53,837 +8%
UB
20
UMB Bank
Missouri
$16.2M +$618K +23,893 +4%
RJA
21
Raymond James & Associates
Florida
$14.7M +$2.28M +87,989 +20%
AAS
22
Avantax Advisory Services
Texas
$13.3M -$316K -12,200 -2%
IF
23
Intrua Financial
Texas
$13M +$15.5K +598 +0.1%
Stifel Financial
24
Stifel Financial
Missouri
$12.7M +$1.99M +76,923 +20%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$12.4M -$210K -8,106 -2%