Purchases and Sales Made in Q1 2022 in First Trust Energy Infrastructure Fund (FIF)
This table provides information about the institutional ownership of First Trust Energy Infrastructure Fund (FIF) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TRUST ENERGY INFRASTRUCTURE FUND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
170K+ 63.89% |
$2.25M - $2.59M
|
436K
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
151K+ 250.5% |
$1.99M - $2.29M
|
211K
$0
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
125K+ 18.01% |
$1.66M - $1.91M
|
820K
$0
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
113K+ 64.29% |
$1.5M - $1.72M
|
289K
$0
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
25K+ 2.69% |
$331K - $381K
|
954K
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15K+ 8.87% |
$198K - $228K
|
184K
$0
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.1K+ 17.43% |
$80.8K - $92.9K
|
41.1K
$0
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.95K+ 16.32% |
$52.4K - $60.2K
|
28.2K
$0
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.64K+ 4.1% |
$35K - $40.2K
|
67K
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.19K+ 3.42% |
$29K - $33.3K
|
66.2K
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.16K+ 18.73% |
$28.6K - $32.8K
|
13.7K
$0
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.09K+ 3.38% |
$27.7K - $31.8K
|
63.8K
$0
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.87K+ 4.41% |
$24.7K - $28.4K
|
44.2K
$0
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.37K+ 4.23% |
$18.1K - $20.8K
|
33.6K
$0
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.2K+ 5.61% |
$15.9K - $18.3K
|
22.7K
$0
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.12KNew |
$14.8K - $17K
|
1.12K
$0
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
874+ 6.72% |
$11.6K - $13.3K
|
13.9K
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
616+ 6.63% |
$8.16K - $9.38K
|
9.91K
$0
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
470+ 1.91% |
$6.23K - $7.16K
|
25K
$0
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
457New |
$6.06K - $6.96K
|
457
$0
|
|
May 13, 2022
Q1 2022
|
Latash Investments, LLC
Anchorage, AK |
BUY
|
- |
452+ 1.33% |
$5.99K - $6.88K
|
34.4K
$0
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
225New |
$2.98K - $3.43K
|
225
$0
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
146+ 1.34% |
$1.93K - $2.22K
|
11K
$0
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40+ 8.1% |
$530 - $609
|
534
$0
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
3+ 1.32% |
$39.8 - $45.7
|
230
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-42- 0.3% |
$557 - $640
|
14K
$0
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-100Closed |
$1.33K - $1.52K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-191Closed |
$2.53K - $2.91K
|
0
$0
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-678- 0.78% |
$8.98K - $10.3K
|
86.6K
$0
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.2K- 1.22% |
$15.9K - $18.3K
|
96.9K
$0
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.25KClosed |
$16.6K - $19K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.56K- 7.81% |
$47.2K - $54.3K
|
42.1K
$0
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-3.99K- 15.87% |
$52.8K - $60.7K
|
21.1K
$0
|
|
May 11, 2022
Q1 2022
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-4.14K- 4.84% |
$54.8K - $63K
|
81.4K
$0
|
|
May 03, 2022
Q1 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-4.78K- 16.04% |
$63.3K - $72.8K
|
25K
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.87K- 9.28% |
$64.5K - $74.2K
|
47.6K
$0
|
|
Apr 25, 2022
Q1 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-6.96K- 7.62% |
$92.2K - $106K
|
84.3K
$0
|
|
May 16, 2022
Q1 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-9.74K- 3.98% |
$129K - $148K
|
235K
$0
|
|
May 16, 2022
Q1 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-10.4KClosed |
$138K - $159K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-11.1K- 17.21% |
$147K - $169K
|
53.4K
$0
|
|
May 16, 2022
Q1 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-15.5KClosed |
$206K - $236K
|
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
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-19.4K- 15.73% |
$257K - $296K
|
104K
$0
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-22.9K- 52.32% |
$304K - $349K
|
20.9K
$0
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-26.1K- 59.35% |
$346K - $398K
|
17.9K
$0
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-27.5KClosed |
$365K - $419K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-38.7KClosed |
$513K - $589K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-40.8K- 23.83% |
$540K - $621K
|
130K
$0
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-61.2K- 6.02% |
$810K - $931K
|
954K
$0
|