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FIF

FIRST TRUST ENERGY INFRASTRUCTURE FUND
FIF

Delisted

FIF was delisted on the 3rd of May, 2024.

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48 hedge funds and large institutions have $57.9M invested in FIRST TRUST ENERGY INFRASTRUCTURE FUND in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $49.9M → $57.9M (+$7.97M)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0% more funds holding

Funds holding: 48 → 48 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

Holders
48
Holders Change
–
Holders Change %
0%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
15
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.32M
2
Morgan Stanley
Morgan Stanley
New York
+$1.28M
3
KWM
Kingsview Wealth Management
Oregon
+$1.09M
4
Ameriprise
Ameriprise
Minnesota
+$852K
5
CA
Cornerstone Advisors
North Carolina
+$810K

Top Sellers

Rank Fund Capital Flow
1
WANY
Wealthspire Advisors (New York)
New York
-$1.42M
2
AAM
Advisors Asset Management
Colorado
-$1.08M
3
Bank of America
Bank of America
North Carolina
-$945K
4
ACM
Anfield Capital Management
California
-$579K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$337K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$335K +$348K +33,465 New
Bank of America
27
Bank of America
North Carolina
$332K -$945K -90,901 -73%
MC
28
Matisse Capital
Oregon
$326K +$338K +32,510 New
LI
29
Latash Investments
Alaska
$317K – – –
Stifel Financial
30
Stifel Financial
Missouri
$293K -$3.29K -317 -1%
RSWM
31
Robertson Stephens Wealth Management
California
$225K +$234K +22,495 New
JMPWA
32
JP Morgan Private Wealth Advisors
California
$203K – – –
PFS
33
Prospera Financial Services
Texas
$177K +$183K +17,650 New
1W
34
1776 Wealth
Georgia
$126K -$150K -14,450 -53%
SWP
35
Stratos Wealth Partners
Ohio
$108K – – –
FIM
36
Frontier Investment Management
Texas
$106K -$211K -20,270 -66%
Walleye Capital
37
Walleye Capital
New York
$106K +$110K +10,601 New
SFS
38
Sowell Financial Services
Arkansas
$93K -$34.4K -3,309 -26%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$87K – – –
CAN
40
Cetera Advisor Networks
California
$53K +$54.8K +5,270 New
PAG
41
Private Advisor Group
New Jersey
$33K +$34.3K +3,296 New
AF
42
Advisornet Financial
Minnesota
$28K – – –
FHA
43
First Horizon Advisors
Tennessee
$15K – – –
CAM
44
Costello Asset Management
Pennsylvania
$6K +$6.12K +589 New
AIM
45
Anchor Investment Management
South Carolina
$3.21K – – –
APA
46
American Portfolios Advisors
New York
$2.25K – – –
MSFP
47
Mark Sheptoff Financial Planning
Connecticut
$2K +$2.08K +200 New
PA
48
Parallel Advisors
California
$2K +$2.09K +201 New
WANY
49
Wealthspire Advisors (New York)
New York
– -$1.42M -157,453 Closed
ACM
50
Anfield Capital Management
California
– -$579K -64,422 Closed
1
2
3

FIF Hedge Fund Activity: Q2 2020 in Review

48 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) for Q2 2020, worth a combined $57.9M — up 16% from $49.9M a quarter earlier.

Fund positioning in FIF was balanced in Q2 2020: 11 funds opened new positions, 11 closed out, 15 added to existing stakes and 14 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.32M. The largest seller was Wealthspire Advisors (New York), exiting entirely with an estimated $1.42M sold.

  • 48 institutional investors held FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $57.9M of FIRST TRUST ENERGY INFRASTRUCTURE FUND stock for Q2 2020, up 16% quarter-over-quarter.
  • 11 funds opened new FIRST TRUST ENERGY INFRASTRUCTURE FUND positions in Q2 2020 and 11 closed out, a net change of 0 holders.
  • The largest FIRST TRUST ENERGY INFRASTRUCTURE FUND buyer in Q2 2020 was Wells Fargo, an estimated $1.32M added.
  • The largest FIRST TRUST ENERGY INFRASTRUCTURE FUND seller in Q2 2020 was Wealthspire Advisors (New York), an estimated $1.42M sold.

Based on aggregated 13F filings for Q2 2020.