Latest Institutional Transactions on First Trust Energy Infrastructure Fund (FIF)
This table provides information on the latest institutional transactions involving First Trust Energy Infrastructure Fund (FIF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
6.68KNew |
N/A
|
6.68K
$0
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.9K- 99.84% |
$0 - $792K
|
70
$0
|
|
Q1 2024 | |||||||
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
99.3KNew |
$1.57M - $1.8M
|
99.3K
$0
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
314KNew |
$4.98M - $5.7M
|
314K
$0
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
62.2KNew |
$987K - $1.13M
|
62.2K
$0
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
80.9K+ 350.29% |
$1.28M - $1.47M
|
104K
$0
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5.9KNew |
$93.5K - $107K
|
5.9K
$0
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.64K- 2.99% |
$57.6K - $66K
|
118K
$0
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.34K+ 141.95% |
$21.2K - $24.3K
|
2.28K
$0
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.18K- 3.27% |
$18.6K - $21.3K
|
34.8K
$0
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
4.8K+ 2.26% |
$76.1K - $87.2K
|
217K
$0
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
204K+ 200.82% |
$3.24M - $3.71M
|
306K
$0
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.95K+ 7.68% |
$62.5K - $71.6K
|
55.3K
$0
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
70.3K+ 266.03% |
$1.11M - $1.28M
|
96.8K
$0
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
61.9KNew |
$981K - $1.12M
|
61.9K
$0
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.7K+ 123.94% |
$360K - $412K
|
41K
$0
|
|
May 14, 2024
Q1 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
128K+ 426.89% |
$2.03M - $2.33M
|
158K
$0
|
|
May 14, 2024
Q1 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
354K+ 553.31% |
$5.61M - $6.42M
|
418K
$0
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.6KNew |
$216K - $248K
|
13.6K
$0
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-11K- 3.59% |
$175K - $200K
|
296K
$0
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.61K- 5.4% |
$57.3K - $65.6K
|
63.3K
$0
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.9K- 15.22% |
$77.6K - $88.9K
|
27.3K
$0
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.19K- 0.68% |
$66.5K - $76.2K
|
615K
$0
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
600New |
$9.51K - $10.9K
|
600
$0
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
495+ 4.08% |
$7.85K - $8.99K
|
12.6K
$0
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
267+ 1.79% |
$4.23K - $4.85K
|
15.2K
$0
|
|
May 13, 2024
Q1 2024
|
Latash Investments, LLC
Anchorage, AK |
BUY
|
- |
448+ 1.14% |
$7.1K - $8.14K
|
39.7K
$0
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-339- 0.68% |
$5.37K - $6.16K
|
49.8K
$0
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
30+ 0.26% |
$476 - $545
|
11.4K
$0
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-47.2K- 10.51% |
$748K - $857K
|
402K
$0
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.7K- 37.47% |
$185K - $212K
|
19.5K
$0
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.16K- 9.35% |
$129K - $148K
|
79.1K
$0
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
850+ 6.84% |
$13.5K - $15.4K
|
13.3K
$0
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-549- 2.81% |
$8.7K - $9.97K
|
19K
$0
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.3K- 32.45% |
$195K - $223K
|
25.6K
$0
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-37K- 4.13% |
$586K - $671K
|
858K
$0
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
115+ 0.16% |
$1.82K - $2.09K
|
70.9K
$0
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
44+ 0.07% |
$697 - $799
|
63.2K
$0
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.57K- 2.19% |
$24.9K - $28.6K
|
70.2K
$0
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
976+ 5.81% |
$15.5K - $17.7K
|
17.8K
$0
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.25K- 2.03% |
$19.9K - $22.8K
|
60.3K
$0
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
700+ 31.11% |
$11.1K - $12.7K
|
2.95K
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.23K- 3.65% |
$19.6K - $22.4K
|
32.6K
$0
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
5+ 1.95% |
$79.3 - $90.8
|
262
$0
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
47.8K+ 96.45% |
$757K - $868K
|
97.3K
$0
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-15.8K- 25.56% |
$251K - $287K
|
46K
$0
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2.31K+ 78.47% |
$36.7K - $42K
|
5.26K
$0
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.59K- 3.7% |
$120K - $138K
|
197K
$0
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
5.91KNew |
$93.7K - $107K
|
5.91K
$0
|