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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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60 hedge funds and large institutions have $81.3M invested in FIRST TRUST ENERGY INFRASTRUCTURE FUND in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

11% more capital invested

Capital invested by funds: $73.3M → $81.3M (+$8M)

7% more funds holding

Funds holding: 56 → 60 (+4)

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$2.89M
2
SFS
Sowell Financial Services
Arkansas
+$520K
3
WANY
Wealthspire Advisors (New York)
New York
+$433K
4
CA
Cornerstone Advisors
North Carolina
+$356K
5
UBS Group
UBS Group
Switzerland
+$350K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$1.21M
2
WAM
Wolverine Asset Management
Illinois
-$922K
3
Morgan Stanley
Morgan Stanley
New York
-$510K
4
Invesco
Invesco
Georgia
-$437K
5
GC
Guggenheim Capital
Illinois
-$425K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
26
Guggenheim Capital
Illinois
$594K -$425K -31,656 -42%
PFS
27
Prospera Financial Services
Texas
$574K +$86.1K +6,407 +18%
SFS
28
Sowell Financial Services
Arkansas
$524K +$520K +38,687 New
SFS
29
Shaker Financial Services
Virginia
$485K – – –
SPIA
30
Steward Partners Investment Advisory
New York
$474K -$9.4K -700 -2%
LI
31
Latash Investments
Alaska
$459K +$6.14K +457 +1%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$437K -$16.3K -1,215 -4%
KNW
33
Kesler Norman & Wride
Utah
$433K -$20.6K -1,532 -5%
SCM
34
Sterneck Capital Management
Missouri
$403K -$9.54K -710 -2%
NA
35
Nottingham Advisors
New York
$395K +$47K +3,500 +14%
BWG
36
Beta Wealth Group
California
$351K – – –
WAM
37
Wolverine Asset Management
Illinois
$340K -$922K -68,612 -73%
Stifel Financial
38
Stifel Financial
Missouri
$332K +$15.3K +1,140 +5%
Bank of America
39
Bank of America
North Carolina
$328K -$954 -71 -0.3%
LPL Financial
40
LPL Financial
California
$290K -$115K -8,597 -29%
CBA
41
Coastal Bridge Advisors
Connecticut
$287K – – –
CW
42
CreativeOne Wealth
Kansas
$225K +$223K +16,600 New
Walleye Capital
43
Walleye Capital
New York
$210K +$43.9K +3,271 +27%
HighTower Advisors
44
HighTower Advisors
Illinois
$190K +$564 +42 +0.3%
GSWM
45
Golden State Wealth Management
California
$185K +$183K +13,632 New
V
46
Veritable
Delaware
$176K +$2.38K +177 +1%
CAN
47
Cetera Advisor Networks
California
$156K -$9.33K -695 -6%
CAWM
48
Capital Advisors Wealth Management
Washington
$147K +$146K +10,874 New
Walleye Trading
49
Walleye Trading
New York
$141K -$59.3K -4,412 -30%
SWM
50
Spire Wealth Management
Virginia
$126K – – –
1
2
3

FIF Hedge Fund Activity: Q4 2021 in Review

60 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) for Q4 2021, worth a combined $81.3M — up 11% from $73.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FIF positions and 4 closed out — a net gain of 4 holders — while 23 added to existing stakes and 21 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.89M. The largest seller was Advisors Asset Management, cutting an estimated $1.21M.

  • 60 institutional investors held FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) as of Q4 2021, up from 56 in Q3 2021.
  • Funds reported $81.3M of FIRST TRUST ENERGY INFRASTRUCTURE FUND stock for Q4 2021, up 11% quarter-over-quarter.
  • 8 funds opened new FIRST TRUST ENERGY INFRASTRUCTURE FUND positions in Q4 2021 and 4 closed out, a net change of +4 holders.
  • The largest FIRST TRUST ENERGY INFRASTRUCTURE FUND buyer in Q4 2021 was Wells Fargo, an estimated $2.89M added.
  • The largest FIRST TRUST ENERGY INFRASTRUCTURE FUND seller in Q4 2021 was Advisors Asset Management, an estimated $1.21M sold.

Based on aggregated 13F filings for Q4 2021.