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First Trust North American Energy Infrastructure Fund

300 hedge funds and large institutions have $1.87B invested in First Trust North American Energy Infrastructure Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 120 reducing their positions, and 11 closing their positions.

Holders
300
Holders Change
+10
Holders Change %
+3.45%
% of All Funds
4.36%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
28
Increased
100
Reduced
120
Closed
11
Calls
$168K
Puts
Net Calls
+$168K
Net Calls Change
-$364K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$498M 16,338,216 +619,968 +4%
CIA
2
Capital Investment Advisors
Georgia
$108M 3,545,194 +72,246 +2%
AG
3
AlTi Global
New York
$105M 3,455,571 -19,414 -0.6%
GT
4
Glenview Trust
Kentucky
$75.4M 2,475,546 +23,501 +1%
Wells Fargo
5
Wells Fargo
California
$65.7M 2,158,567 +64,792 +3%
CAM
6
Cresset Asset Management
Illinois
$63.1M 2,072,094 +170,643 +9%
WANY
7
Wealthspire Advisors (New York)
New York
$57.4M 1,884,183 +26,372 +1%
LPL Financial
8
LPL Financial
California
$52.3M 1,717,583 +70,047 +4%
Bank of America
9
Bank of America
North Carolina
$49.7M 1,631,215 -102,943 -6%
UBS Group
10
UBS Group
Switzerland
$42.3M 1,388,713 +36,233 +3%
CWM
11
Comprehensive Wealth Management
Washington
$41.7M 1,369,573 -81,752 -6%
CPO
12
Cerity Partners OCIO
New York
$41.1M 1,348,595 +1,348,595 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$38.5M 1,263,190 -193,173 -13%
WF
14
Welch & Forbes
Massachusetts
$33.7M 1,103,293 -4,371 -0.4%
GT
15
Glenmede Trust
Pennsylvania
$33M 1,084,579 +37,493 +4%
LJAC
16
L.J. Altfest & Co
New York
$30.4M 998,105 -29,967 -3%
AT
17
Arvest Trust
Oklahoma
$27.9M 915,671 +5,279 +0.6%
Mariner
18
Mariner
Kansas
$25.3M 829,951 -25,856 -3%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$25.1M 825,535 +8,549 +1%
LF
20
Lee Financial
Texas
$22.9M 752,508 -370 -0%
JIP
21
Jaffetilchin Investment Partners
Florida
$22.2M 730,083 +20,275 +3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$15.5M 507,844 +31,817 +7%
UB
23
UMB Bank
Missouri
$14M 458,064 -11,049 -2%
AAS
24
Avantax Advisory Services
Texas
$12.6M 414,396 +81,537 +24%
BIA
25
Barry Investment Advisors
Massachusetts
$12.3M 401,059 +4,547 +1%