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FIF

FIRST TRUST ENERGY INFRASTRUCTURE FUND

Delisted

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

45 hedge funds and large institutions have $82.2M invested in FIRST TRUST ENERGY INFRASTRUCTURE FUND in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% less capital invested

Capital invested by funds: $82.2M → $82.2M (-$45K)

4% less funds holding

Funds holding: 4745 (-2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
19
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17M -$1.55M -97,766 -8%
AAM
2
Advisors Asset Management
Colorado
$12.5M +$397K +25,039 +3%
Wells Fargo
3
Wells Fargo
California
$10.5M -$164K -10,374 -2%
PAIM
4
Punch & Associates Investment Management
Minnesota
$6.69M +$71K +4,480 +1%
GC
5
Guggenheim Capital
Illinois
$3.77M -$147K -9,243 -4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.58M -$362K -22,807 -9%
Bank of America
7
Bank of America
North Carolina
$3.12M +$34.8K +2,196 +1%
UBS Group
8
UBS Group
Switzerland
$2.65M -$510K -32,169 -16%
AIA
9
Armor Investment Advisors
North Carolina
$2.4M +$15.2K +961 +0.6%
LPL Financial
10
LPL Financial
California
$2.11M +$930K +58,681 +80%
Invesco
11
Invesco
Georgia
$1.85M +$484K +30,523 +36%
RJA
12
Raymond James & Associates
Florida
$1.74M -$392K -24,698 -18%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.24M +$14.9K +938 +1%
KACA
14
Kayne Anderson Capital Advisors
California
$1.11M +$951K +60,000 +600%
Ameriprise
15
Ameriprise
Minnesota
$1.1M -$43.6K -2,753 -4%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$1.08M +$308K +19,420 +40%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.01M +$73.4K +4,629 +8%
SCM
18
Sterneck Capital Management
Missouri
$977K -$15.5K -980 -2%
CBA
19
Coastal Bridge Advisors
Connecticut
$805K
KIM
20
Karpus Investment Management
New York
$797K
MSAM
21
Moloney Securities Asset Management
Missouri
$683K +$94.2K +5,945 +16%
CRC
22
Curi RMB Capital
Illinois
$612K -$589K -37,143 -49%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$569K +$105K +6,627 +23%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$564K +$83.7K +5,281 +18%
AG
25
Advisor Group
Arizona
$502K +$11.7K +738 +2%

FIF Hedge Fund Activity: Q2 2019 in Review

45 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) for Q2 2019, worth a combined $82.2M — down 0.05% from $82.2M a quarter earlier.

Fund positioning in FIF was balanced in Q2 2019: 3 funds opened new positions, 3 closed out, 19 added to existing stakes and 14 trimmed.

The largest buyer was Kayne Anderson Capital Advisors, adding an estimated $951K. The largest seller was Morgan Stanley, cutting an estimated $1.55M.

  • 45 institutional investors held FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) as of Q2 2019, down from 47 in Q1 2019.
  • Funds reported $82.2M of FIRST TRUST ENERGY INFRASTRUCTURE FUND stock for Q2 2019, down 0.05% quarter-over-quarter.
  • 3 funds opened new FIRST TRUST ENERGY INFRASTRUCTURE FUND positions in Q2 2019 and 3 closed out, a net change of 0 holders.
  • The largest FIRST TRUST ENERGY INFRASTRUCTURE FUND buyer in Q2 2019 was Kayne Anderson Capital Advisors, an estimated $951K added.
  • The largest FIRST TRUST ENERGY INFRASTRUCTURE FUND seller in Q2 2019 was Morgan Stanley, an estimated $1.55M sold.

Based on aggregated 13F filings for Q2 2019.