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First Trust North American Energy Infrastructure Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
151
Next Financial Group
Texas
$9K – – –
CP
152
Corbenic Partners
Pennsylvania
$7K +$7.02K +282 New
FCB
153
First Command Bank
Texas
$6K +$6.15K +247 New
FCFS
154
First Command Financial Services
Texas
$6K +$6.15K +247 New
IWM
155
IHT Wealth Management
Illinois
$5K -$12K -483 -72%
PA
156
Parallel Advisors
California
$5K +$25 +1 +0.5%
Manulife (Manufacturers Life Insurance)
157
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K – – –
AWM
158
AllSquare Wealth Management
New York
$2K +$1.87K +75 New
CPA
159
Clear Perspective Advisors
Illinois
$1K +$896 +36 New
DWM
160
Darwin Wealth Management
Florida
– -$1.71M -69,752 Closed
WCM
161
Weatherstone Capital Management
Colorado
– -$463K -18,853 Closed
HW
162
Hancock Whitney
Mississippi
– -$265K -10,774 Closed
IFWM
163
Institute for Wealth Management
Colorado
– -$209K -8,444 Closed
CWM
164
Concert Wealth Management
California
– -$202K -8,144 Closed
BCI
165
Brinker Capital Investments
Pennsylvania
– -$150K -6,109 Closed
BGC
166
Blue Granite Capital
South Carolina
– -$37K -1,500 Closed
MCIA
167
Mountain Capital Investment Advisors
Colorado
– -$20K -798 Closed
BRC
168
Bell Rock Capital
Delaware
– -$11K -441 Closed
Creative Planning
169
Creative Planning
Kansas
– -$7K -281 Closed
MSFP
170
Mark Sheptoff Financial Planning
Connecticut
– -$1K -59 Closed