Purchases and Sales Made in Q1 2024 in First Trust Energy Infrastructure Fund (FIF)
This table provides information about the institutional ownership of First Trust Energy Infrastructure Fund (FIF) during Q1 2024. 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 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.16K- 9.35% |
$129K - $148K
|
79.1K
$0
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-11K- 3.59% |
$175K - $200K
|
296K
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.7K- 37.47% |
$185K - $212K
|
19.5K
$0
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.3K- 32.45% |
$195K - $223K
|
25.6K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-15.8K- 25.56% |
$251K - $287K
|
46K
$0
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.5K- 14.22% |
$261K - $299K
|
99.3K
$0
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-37K- 4.13% |
$586K - $671K
|
858K
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-47.2K- 10.51% |
$748K - $857K
|
402K
$0
|