FIRST TRUST ENERGY INFRASTRUCTURE FUND
FIF
FIF was delisted on the 3rd of May, 2024.
48 hedge funds and large institutions have $49.9M invested in FIRST TRUST ENERGY INFRASTRUCTURE FUND in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
12% more funds holding
Funds holding: 43 → 48 (+5)
0% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 16
43% less capital invested
Capital invested by funds: $87.1M → $49.9M (-$37.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
+$2.29M |
| 2 |
WANY
Wealthspire Advisors (New York)
New York
|
+$2.29M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$1.38M |
| 4 |
ACM
Anfield Capital Management
Irvine,
California
|
+$937K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$832K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.56M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.48M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$775K |
| 4 |
KACA
Kayne Anderson Capital Advisors
Los Angeles,
California
|
-$625K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$197K |
FIF Hedge Fund Activity: Q1 2020 in Review
48 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) for Q1 2020, worth a combined $49.9M — down 43% from $87.1M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FIF positions and 4 closed out — a net gain of 8 holders — while 16 added to existing stakes and 16 trimmed.
The largest buyer was Wealthspire Advisors (Maryland), opening a new position worth an estimated $2.29M. The largest seller was Morgan Stanley, cutting an estimated $1.56M.
- 48 institutional investors held FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) as of Q1 2020, up from 43 in Q4 2019.
- Funds reported $49.9M of FIRST TRUST ENERGY INFRASTRUCTURE FUND stock for Q1 2020, down 43% quarter-over-quarter.
- 12 funds opened new FIRST TRUST ENERGY INFRASTRUCTURE FUND positions in Q1 2020 and 4 closed out, a net change of +8 holders.
- The largest FIRST TRUST ENERGY INFRASTRUCTURE FUND buyer in Q1 2020 was Wealthspire Advisors (Maryland), an estimated $2.29M added.
- The largest FIRST TRUST ENERGY INFRASTRUCTURE FUND seller in Q1 2020 was Morgan Stanley, an estimated $1.56M sold.
Based on aggregated 13F filings for Q1 2020.