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First Trust North American Energy Infrastructure Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
251
Blue Trust Inc
Georgia
$86.2K +$18.3K +570 +25%
TAM
252
Tucker Asset Management
Colorado
$80.9K -$48.4K -1,504 -38%
PS
253
Principal Securities
Iowa
$80.4K +$4.99K +155 +7%
OWP
254
ORG Wealth Partners
Texas
$72.1K +$69K +2,145 New
EB
255
Eastern Bank
Massachusetts
$69.9K +$66.9K +2,080 New
AWM
256
Abound Wealth Management
Tennessee
$63.7K +$61K +1,895 New
VF
257
VitalStone Financial
Texas
$59.4K +$354 +11 +0.6%
GI
258
GAMMA Investing
California
$57K
CHC
259
City Holding Co
West Virginia
$47.6K
SC
260
Solstein Capital
California
$44.3K
WI
261
Wintrust Investments
Illinois
$43K -$381K -11,856 -90%
WWP
262
WR Wealth Planners
Missouri
$40.7K
OSAM
263
O'Shaughnessy Asset Management
Connecticut
$40.5K
BF
264
BOK Financial
Oklahoma
$38.4K -$27.3K -849 -43%
CA
265
Clearstead Advisors
Ohio
$33.6K -$123K -3,825 -79%
PA
266
Parallel Advisors
California
$33.6K -$869 -27 -3%
MPWT
267
MassMutual Private Wealth & Trust
Connecticut
$33.6K
BAM
268
Bellevue Asset Management
Washington
$31K
DWM
269
Darwin Wealth Management
Florida
$30.2K +$28.9K +899 New
GRP
270
Global Retirement Partners
California
$28.9K -$8.56K -266 -24%
FCM
271
Fourpath Capital Management
Oklahoma
$27.4K +$26.2K +815 New
HIA
272
Harbor Investment Advisory
Maryland
$23.6K
POIA
273
Pin Oak Investment Advisors
Texas
$23K
CA
274
CoreCap Advisors
Michigan
$22.9K
MFT
275
Moisand Fitzgerald Tamayo
Florida
$20.3K +$19.4K +603 New