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First Trust North American Energy Infrastructure Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
51
Peterson Wealth Advisors
Utah
$4.15M +$104K +4,096 +3%
AIS
52
Accurate Investment Solutions
Pennsylvania
$3.96M -$16.4K -650 -0.4%
SWA
53
Stratos Wealth Advisors
Ohio
$3.86M -$582K -23,024 -13%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$3.85M -$1.34M -53,117 -26%
FWM
55
Frontier Wealth Management
Missouri
$3.65M +$121K +4,798 +3%
MFG
56
Magnus Financial Group
New York
$3.63M +$3.59M +141,994 New
Betterment LLC
57
Betterment LLC
New York
$3.5M
EVM
58
Eaton Vance Management
Massachusetts
$3.41M
AP
59
Appleton Partners
Massachusetts
$3.15M -$12.2K -482 -0.4%
CAM
60
Cresset Asset Management
Illinois
$3.08M +$3.05M +120,574 New
BWCS
61
Beirne Wealth Consulting Services
Connecticut
$3.05M -$77K -3,048 -2%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$2.96M +$1.73M +68,263 +144%
FIA
63
Foundations Investment Advisors
Arizona
$2.95M +$515K +20,378 +21%
CL
64
Choreo LLC
Illinois
$2.76M -$83K -3,286 -3%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$2.66M +$120K +4,751 +5%
CCM
66
Colorado Capital Management
Colorado
$2.62M -$61.8K -2,447 -2%
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$2.54M +$215K +8,526 +9%
GVAG
68
Great Valley Advisor Group
Delaware
$2.49M +$150K +5,953 +7%
PPA
69
Parametric Portfolio Associates
Washington
$2.42M -$145K -5,739 -6%
FHC
70
First Heartland Consultants
Missouri
$2.37M +$83.5K +3,305 +4%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$2.26M +$377K +14,921 +20%
PNC
72
Park National Corp
Ohio
$2.1M +$180K +7,131 +10%
FIM
73
Fernwood Investment Management
Massachusetts
$2.05M +$74.8K +2,960 +4%
CPIG
74
Chicago Partners Investment Group
Illinois
$1.94M -$73.1K -2,892 -4%
FA
75
FDx Advisors
Illinois
$1.8M +$383K +15,150 +27%