Purchases and Sales Made in Q1 2023 in First Trust Energy Infrastructure Fund (FIF)
This table provides information about the institutional ownership of First Trust Energy Infrastructure Fund (FIF) during Q1 2023. 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 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
444K+ 93.74% |
$5.92M - $6.82M
|
917K
$0
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.4K+ 64.1% |
$206K - $237K
|
39.5K
$0
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.4K+ 33.96% |
$206K - $237K
|
60.8K
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.1K+ 14.08% |
$188K - $217K
|
114K
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12K+ 5.6% |
$161K - $185K
|
227K
$0
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.5K+ 19.11% |
$153K - $176K
|
71.4K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.1KNew |
$134K - $155K
|
10.1K
$0
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10KNew |
$134K - $155K
|
10K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.24K+ 9.0% |
$110K - $127K
|
99.8K
$0
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.72KNew |
$103K - $119K
|
7.72K
$0
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.84K+ 36.04% |
$91.3K - $105K
|
25.8K
$0
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.03K+ 8.48% |
$53.8K - $62K
|
51.5K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.37K+ 8.81% |
$44.9K - $51.8K
|
41.6K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.66K+ 3.76% |
$35.6K - $41K
|
73.5K
$0
|
|
|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
1.8K+ 1.66% |
$24K - $27.7K
|
110K
$0
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
944New |
$12.6K - $14.5K
|
944
$0
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
603+ 4.62% |
$8.05K - $9.27K
|
13.7K
$0
|
|
|
May 15, 2023
Q1 2023
|
Latash Investments, LLC
Anchorage, AK |
BUY
|
- |
307+ 0.86% |
$4.1K - $4.72K
|
36K
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
200New |
$2.67K - $3.08K
|
200
$0
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
184+ 1.28% |
$2.46K - $2.83K
|
14.6K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
154+ 1.34% |
$2.06K - $2.37K
|
11.6K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
98+ 1.34% |
$1.31K - $1.51K
|
7.43K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
86+ 0.08% |
$1.15K - $1.32K
|
102K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
3+ 1.26% |
$40.1 - $46.1
|
242
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-232- 0.19% |
$3.1K - $3.57K
|
122K
$0
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-273- 0.86% |
$3.64K - $4.2K
|
31.3K
$0
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-620- 0.98% |
$8.28K - $9.54K
|
62.4K
$0
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-861- 2.63% |
$11.5K - $13.2K
|
31.8K
$0
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.28K- 1.44% |
$17K - $19.6K
|
87.7K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.52K- 5.19% |
$20.2K - $23.3K
|
27.7K
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.79K- 4.7% |
$23.8K - $27.5K
|
36.2K
$0
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.81K- 15.27% |
$24.2K - $27.9K
|
10K
$0
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.99K- 4.67% |
$26.6K - $30.6K
|
40.6K
$0
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.1K- 4.3% |
$41.4K - $47.7K
|
69K
$0
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.14K- 7.57% |
$42K - $48.3K
|
38.4K
$0
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-5.27K- 81.77% |
$70.3K - $81K
|
1.17K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-5.73K- 2.12% |
$76.4K - $88.1K
|
264K
$0
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-10.3K- 46.9% |
$138K - $159K
|
11.7K
$0
|
|
|
May 12, 2023
Q1 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-10.6K- 23.0% |
$142K - $163K
|
35.5K
$0
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-12.4K- 13.43% |
$165K - $190K
|
79.9K
$0
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-18.9K- 2.09% |
$253K - $291K
|
886K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20.5K- 49.24% |
$274K - $315K
|
21.1K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-25.5K- 4.0% |
$341K - $392K
|
613K
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-25.5K- 5.18% |
$341K - $393K
|
468K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-74.4K- 27.42% |
$993K - $1.14M
|
197K
$0
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-91.5K- 18.02% |
$1.22M - $1.41M
|
416K
$0
|