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First Trust North American Energy Infrastructure Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IAN
101
Integrated Advisors Network
Texas
$1.08M -$7.39K -299 -0.7%
AP
102
Americana Partners
Texas
$1.06M -$6.28K -254 -0.6%
Betterment LLC
103
Betterment LLC
New York
$967K +$519 +21 +0.1%
WI
104
Wintrust Investments
Illinois
$953K -$55.6K -2,250 -6%
ACG
105
Allen Capital Group
Nebraska
$953K +$267K +10,814 +40%
CAN
106
Cetera Advisor Networks
California
$940K -$37.1K -1,502 -4%
M
107
MOTCO
Texas
$929K
AC
108
Apella Capital
Connecticut
$909K -$391K -15,805 -30%
GM
109
GeoWealth Management
Illinois
$903K +$543K +21,983 +155%
BF
110
BOK Financial
Oklahoma
$892K -$171K -6,918 -16%
PWA
111
Peterson Wealth Advisors
Utah
$868K -$188K -7,622 -18%
Renaissance Technologies
112
Renaissance Technologies
New York
$847K +$839K +33,945 New
MSFS
113
Main Street Financial Solutions
Pennsylvania
$824K +$36.3K +1,470 +5%
VCM
114
Virtue Capital Management
Tennessee
$824K +$521K +21,089 +177%
SLT
115
St Louis Trust
Missouri
$817K +$467K +18,885 +136%
BIM
116
Bullseye Investment Management
Ohio
$816K +$808K +32,694 New
IWP
117
Icon Wealth Partners
Texas
$806K +$334K +13,500 +72%
GC
118
Grace Capital
Massachusetts
$791K +$104K +4,200 +15%
1IA
119
1834 Investment Advisors
Wisconsin
$776K +$29.2K +1,183 +4%
QCIG
120
Quad-Cities Investment Group
Iowa
$761K +$22.2K +898 +3%
CCA
121
Cottonwood Capital Advisors
Utah
$760K +$752K +30,448 New
BWG
122
Beta Wealth Group
California
$758K
GVAG
123
Great Valley Advisor Group
Delaware
$747K +$38.6K +1,561 +6%
GWS
124
Glassman Wealth Services
Virginia
$744K -$107K -4,350 -13%
KAS
125
Kestra Advisory Services
Texas
$713K -$520K -21,041 -42%