FIRST TRUST ENERGY INFRASTRUCTURE FUND
FIF
FIF was delisted on the 3rd of May, 2024.
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, 13 reducing their positions, and 11 closing their positions.
17% more capital invested
Capital invested by funds: $49.7M → $57.9M (+$8.21M)
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
0% more funds holding
Funds holding: 48 → 48 (0)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.32M |
| 2 |
Morgan Stanley
New York
|
+$1.28M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$1.09M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$852K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$810K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WANY
Wealthspire Advisors (New York)
New York
|
-$1.42M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.08M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$945K |
| 4 |
ACM
Anfield Capital Management
Irvine,
California
|
-$579K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$337K |
FIF Hedge Fund Activity: Q2 2020 in Review
48 of the 4,888 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 17% from $49.7M 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 13 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 17% 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.