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First Trust North American Energy Infrastructure Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IAN
176
Integrated Advisors Network
Texas
$595K
DWP
177
Destiny Wealth Partners
Florida
$591K
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$550K +$546K +15,416 New
AIM
179
Aspen Investment Management
Michigan
$544K
IF
180
Intrua Financial
Texas
$543K -$345K -9,740 -39%
RIA
181
Regal Investment Advisors
Michigan
$541K
ISFAN
182
Investor's Fiduciary Advisor Network
Washington
$538K +$535K +15,115 New
WE
183
Wealth Effects
Massachusetts
$524K -$1.67K -47 -0.3%
CAL
184
Capital Analysts LLC
Pennsylvania
$523K -$39.5K -1,114 -7%
MG
185
Mather Group
Illinois
$521K -$161K -4,543 -24%
D.E. Shaw & Co
186
D.E. Shaw & Co
New York
$512K +$509K +14,363 New
SSWM
187
Sheets Smith Wealth Management
North Carolina
$505K -$1.49K -42 -0.3%
IA
188
IFP Advisors
Florida
$498K +$23.8K +673 +5%
Kovitz Investment Group Partners
189
Kovitz Investment Group Partners
Illinois
$493K +$12.4K +349 +3%
OC
190
Oppenheimer & Co
New York
$486K +$105K +2,968 +28%
SIA
191
Soltis Investment Advisors
Utah
$482K +$1.27K +36 +0.3%
BFA
192
Beaumont Financial Advisors
Massachusetts
$467K -$2.87K -81 -0.6%
MPCG
193
Matrix Private Capital Group
New York
$465K -$10.8K -305 -2%
Focus Partners Wealth
194
Focus Partners Wealth
Massachusetts
$461K +$459K +12,943 New
AA
195
Ancora Advisors
Ohio
$454K +$42.5K +1,201 +10%
Marshall Wace
196
Marshall Wace
United Kingdom
$453K +$451K +12,720 New
CRWM
197
Castle Rock Wealth Management
California
$432K -$10.6K -300 -3%
Lido Advisors
198
Lido Advisors
California
$429K +$213 +6 +0%
APP
199
Avantax Planning Partners
Iowa
$415K +$142 +4 +0%
RFWA
200
RPg Family Wealth Advisory
Massachusetts
$413K +$7.37K +208 +2%