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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.48K- 6.58% |
$86.9K - $99.6K
|
77.8K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.11K+ 5.42% |
$81K - $92.8K
|
99.4K
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
143+ 1.81% |
$2.27K - $2.6K
|
8.02K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
222+ 1.8% |
$3.52K - $4.03K
|
12.5K
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-7.45K- 36.83% |
$118K - $135K
|
12.8K
$0
|
|
| Q4 2023 | |||||||
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-180- 12.98% |
$2.49K - $2.98K
|
1.21K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
13.1KNew |
$182K - $217K
|
13.1K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
40.9KNew |
$567K - $677K
|
40.9K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
50.6KNew |
$701K - $836K
|
50.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-4.91K- 0.45% |
$68K - $81.1K
|
1.09M
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-635- 3.32% |
$8.8K - $10.5K
|
18.5K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-800- 26.23% |
$11.1K - $13.2K
|
2.25K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
3.2K+ 4.98% |
$44.4K - $52.9K
|
67.4K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
506New |
$7.01K - $8.36K
|
506
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
742New |
$10.3K - $12.3K
|
742
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-90- 0.82% |
$1.25K - $1.49K
|
10.9K
$0
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.98KNew |
$28.3K - $31.1K
|
1.98K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
23.2KNew |
$331K - $364K
|
23.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.44KNew |
$63.3K - $69.7K
|
4.44K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
708+ 5.18% |
$10.1K - $11.1K
|
14.4K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
15.9KNew |
$227K - $250K
|
15.9K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.67K+ 9.47% |
$23.9K - $26.3K
|
19.3K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-781- 6.74% |
$11.1K - $12.3K
|
10.8K
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.58KNew |
$119K - $130K
|
8.58K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-12.5K- 35.23% |
$174K - $189K
|
23K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.6KNew |
$22.3K - $24.2K
|
1.6K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.08K+ 7.42% |
$15.1K - $16.4K
|
15.7K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
10.7K+ 91.69% |
$149K - $162K
|
22.4K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
250New |
$3.48K - $3.79K
|
250
$0
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-5.27K- 81.77% |
$70.3K - $81K
|
1.17K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.1KNew |
$134K - $155K
|
10.1K
$0
|
|
| Q4 2022 | |||||||
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
580New |
$7.63K - $8.87K
|
580
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-414K- 93.07% |
$5.45M - $6.33M
|
30.9K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-168K- 93.8% |
$2.21M - $2.57M
|
11.1K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
23.2KNew |
$305K - $354K
|
23.2K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
466New |
$6.13K - $7.13K
|
466
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
12.4KNew |
$165K - $197K
|
12.4K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
16.3KNew |
$217K - $260K
|
16.3K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
213New |
$2.84K - $3.4K
|
213
$0
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
437New |
$5.8K - $6.91K
|
437
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.68K- 19.59% |
$35.6K - $42.3K
|
11K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14KClosed |
$186K - $221K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-4.75K- 18.99% |
$63.1K - $75.1K
|
20.3K
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-10.4KClosed |
$138K - $159K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-16.6KClosed |
$220K - $253K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-191Closed |
$2.53K - $2.91K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-27.5KClosed |
$365K - $419K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-100Closed |
$1.33K - $1.52K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
457New |
$6.06K - $6.96K
|
457
$0
|
|