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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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54 hedge funds and large institutions have $63.7M invested in FIRST TRUST ENERGY INFRASTRUCTURE FUND in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

24% more capital invested

Capital invested by funds: $51.5M → $63.7M (+$12.2M)

10% more funds holding

Funds holding: 49 → 54 (+5)

58% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 24

Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
10
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WANY
Wealthspire Advisors (New York)
New York
+$4.9M
2
RCM
Rivernorth Capital Management
Florida
+$2.22M
3
MFG
Magnus Financial Group
New York
+$682K
4
WAM
Wolverine Asset Management
Illinois
+$552K
5
Cohen & Steers
Cohen & Steers
New York
+$442K

Top Sellers

Rank Fund Capital Flow
1
KWM
Kingsview Wealth Management
Oregon
-$1.57M
2
CA
Cornerstone Advisors
North Carolina
-$770K
3
GC
Guggenheim Capital
Illinois
-$602K
4
AAM
Advisors Asset Management
Colorado
-$528K
5
Morgan Stanley
Morgan Stanley
New York
-$342K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$570K +$552K +54,417 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$530K -$16.2K -1,601 -3%
SCM
28
Sterneck Capital Management
Missouri
$419K -$25.2K -2,483 -6%
BWG
29
Beta Wealth Group
California
$381K +$369K +36,384 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$369K +$123K +12,124 +52%
CW
31
CreativeOne Wealth
Kansas
$333K +$323K +31,800 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$318K -$6.39K -630 -2%
MC
33
Matisse Capital
Oregon
$314K -$5.17K -510 -2%
Stifel Financial
34
Stifel Financial
Missouri
$283K -$23.3K -2,300 -8%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$264K +$256K +25,212 New
PFS
36
Prospera Financial Services
Texas
$245K +$237K +23,337 New
Bank of America
37
Bank of America
North Carolina
$243K +$53K +5,227 +29%
RSWM
38
Robertson Stephens Wealth Management
California
$226K – – –
CBA
39
Coastal Bridge Advisors
Connecticut
$222K -$297K -29,260 -58%
Walleye Trading
40
Walleye Trading
New York
$167K -$65.1K -6,418 -29%
SPIA
41
Steward Partners Investment Advisory
New York
$158K -$68.5K -6,750 -31%
HighTower Advisors
42
HighTower Advisors
Illinois
$135K +$132K +12,992 New
SS
43
Sunbelt Securities
Texas
$105K +$101K +10,000 New
SFS
44
Sowell Financial Services
Arkansas
$101K +$1.66K +164 +2%
AF
45
Advisornet Financial
Minnesota
$18K – – –
FHA
46
First Horizon Advisors
Tennessee
$16K – – –
VBCG
47
Valley Brook Capital Group
Pennsylvania
$10K +$10.1K +1,000 New
WT
48
Washington Trust
Rhode Island
$7K +$3.3K +325 +100%
AIM
49
Anchor Investment Management
South Carolina
$3.35K – – –
APA
50
American Portfolios Advisors
New York
$2.36K – – –
1
2
3

FIF Hedge Fund Activity: Q4 2020 in Review

54 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) for Q4 2020, worth a combined $63.7M — up 24% from $51.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FIF positions and 6 closed out — a net gain of 7 holders — while 10 added to existing stakes and 24 trimmed.

The largest buyer was Wealthspire Advisors (New York), opening a new position worth an estimated $4.9M. The largest seller was Kingsview Wealth Management, cutting an estimated $1.57M.

  • 54 institutional investors held FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) as of Q4 2020, up from 49 in Q3 2020.
  • Funds reported $63.7M of FIRST TRUST ENERGY INFRASTRUCTURE FUND stock for Q4 2020, up 24% quarter-over-quarter.
  • 13 funds opened new FIRST TRUST ENERGY INFRASTRUCTURE FUND positions in Q4 2020 and 6 closed out, a net change of +7 holders.
  • The largest FIRST TRUST ENERGY INFRASTRUCTURE FUND buyer in Q4 2020 was Wealthspire Advisors (New York), an estimated $4.9M added.
  • The largest FIRST TRUST ENERGY INFRASTRUCTURE FUND seller in Q4 2020 was Kingsview Wealth Management, an estimated $1.57M sold.

Based on aggregated 13F filings for Q4 2020.