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FIF

FIRST TRUST ENERGY INFRASTRUCTURE FUND

Delisted

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

41 hedge funds and large institutions have $78.8M invested in FIRST TRUST ENERGY INFRASTRUCTURE FUND in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

8% more funds holding

Funds holding: 3841 (+3)

0% more capital invested

Capital invested by funds: $78.7M → $78.8M (+$18.8K)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
19
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.8M +$1.28M +78,287 +7%
AAM
2
Advisors Asset Management
Colorado
$10.6M +$1.09M +66,670 +11%
Wells Fargo
3
Wells Fargo
California
$8.45M +$821K +50,263 +10%
PAIM
4
Punch & Associates Investment Management
Minnesota
$6.05M +$1.44M +88,361 +30%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.01M -$334K -20,470 -6%
Bank of America
6
Bank of America
North Carolina
$4.51M +$330K +20,205 +8%
GC
7
Guggenheim Capital
Illinois
$4.33M -$624K -38,176 -12%
UBS Group
8
UBS Group
Switzerland
$2.91M +$150K +9,185 +5%
Invesco
9
Invesco
Georgia
$2.86M -$1.52M -93,335 -34%
AIA
10
Armor Investment Advisors
North Carolina
$2.26M +$8.04K +492 +0.3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.27M +$199K +12,157 +18%
SCM
12
Sterneck Capital Management
Missouri
$1.24M -$97.5K -5,967 -7%
LPL Financial
13
LPL Financial
California
$1.18M +$13.7K +841 +1%
Ameriprise
14
Ameriprise
Minnesota
$1.13M +$62.3K +3,814 +6%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$889K -$17.8K -1,089 -2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$797K +$18.6K +1,139 +2%
CBA
17
Coastal Bridge Advisors
Connecticut
$796K -$11.1K -680 -1%
RJA
18
Raymond James & Associates
Florida
$785K +$96.5K +5,908 +13%
DA
19
Doliver Advisors
Texas
$674K +$699K +42,814 New
AG
20
Advisor Group
Arizona
$459K +$180 +11 +0%
Stifel Financial
21
Stifel Financial
Missouri
$456K +$113K +6,948 +32%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$452K +$43K +2,630 +10%
AF
23
Advisornet Financial
Minnesota
$438K +$9.8K +600 +2%
OC
24
Oppenheimer & Co
New York
$407K +$28.1K +1,721 +7%
PAS
25
Partnervest Advisory Services
California
$328K -$134K -8,193 -28%

FIF Hedge Fund Activity: Q3 2018 in Review

41 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) for Q3 2018, worth a combined $78.8M — up 0.02% from $78.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FIF positions and 4 closed out — a net gain of 3 holders — while 19 added to existing stakes and 11 trimmed.

The largest buyer was Punch & Associates Investment Management, adding an estimated $1.44M. The largest seller was Invesco, cutting an estimated $1.52M.

  • 41 institutional investors held FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) as of Q3 2018, up from 38 in Q2 2018.
  • Funds reported $78.8M of FIRST TRUST ENERGY INFRASTRUCTURE FUND stock for Q3 2018, up 0.02% quarter-over-quarter.
  • 7 funds opened new FIRST TRUST ENERGY INFRASTRUCTURE FUND positions in Q3 2018 and 4 closed out, a net change of +3 holders.
  • The largest FIRST TRUST ENERGY INFRASTRUCTURE FUND buyer in Q3 2018 was Punch & Associates Investment Management, an estimated $1.44M added.
  • The largest FIRST TRUST ENERGY INFRASTRUCTURE FUND seller in Q3 2018 was Invesco, an estimated $1.52M sold.

Based on aggregated 13F filings for Q3 2018.