Purchases and Sales Made in Q2 2022 in First Trust Energy Infrastructure Fund (FIF)
This table provides information about the institutional ownership of First Trust Energy Infrastructure Fund (FIF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
116K+ 26.55% |
$1.54M - $1.83M
|
551K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
59.9KNew |
$795K - $946K
|
59.9K
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
53.4K+ 6.52% |
$709K - $845K
|
873K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
45.7K+ 10.13% |
$606K - $722K
|
496K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
33.7K+ 32.39% |
$448K - $533K
|
138K
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
11.4K+ 25.75% |
$151K - $180K
|
55.6K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.72K+ 41.69% |
$116K - $138K
|
29.6K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.51K+ 28.73% |
$86.4K - $103K
|
29.2K
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.9K+ 8.62% |
$38.5K - $45.8K
|
36.5K
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.62K+ 1.24% |
$34.8K - $41.4K
|
213K
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.6K+ 3.09% |
$34.6K - $41.1K
|
86.9K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.05K+ 3.09% |
$27.2K - $32.4K
|
68.2K
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.37K+ 1.57% |
$18.2K - $21.6K
|
88.2K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.3K+ 4.6% |
$17.2K - $20.5K
|
29.5K
$0
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.12KNew |
$14.8K - $17.7K
|
1.12K
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
800+ 1.95% |
$10.6K - $12.6K
|
41.9K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Latash Investments, LLC
Anchorage, AK |
BUY
|
- |
439+ 1.28% |
$5.83K - $6.94K
|
34.8K
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
437New |
$5.8K - $6.91K
|
437
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
265+ 0.56% |
$3.52K - $4.19K
|
47.8K
$0
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
225New |
$2.99K - $3.56K
|
225
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
170+ 1.23% |
$2.26K - $2.69K
|
14K
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
142+ 1.29% |
$1.89K - $2.25K
|
11.2K
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
103+ 0.24% |
$1.37K - $1.63K
|
42.2K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6+ 1.12% |
$79.7 - $94.9
|
540
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
3+ 1.3% |
$39.8 - $47.4
|
233
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-718- 1.13% |
$9.54K - $11.4K
|
63.1K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.12KClosed |
$14.8K - $17.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.4K- 1.44% |
$18.6K - $22.1K
|
95.5K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.84K- 7.35% |
$24.4K - $29.1K
|
23.2K
$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 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.7K- 3.79% |
$35.9K - $42.7K
|
68.5K
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-4.65K- 46.89% |
$61.7K - $73.5K
|
5.26K
$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
|
|
|
Aug 12, 2022
Q2 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-4.9K- 9.18% |
$65.1K - $77.5K
|
48.5K
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-7.58K- 9.31% |
$101K - $120K
|
73.8K
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-7.75K- 5.94% |
$103K - $123K
|
123K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14KClosed |
$186K - $221K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-17.9KClosed |
$238K - $283K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-21.1KClosed |
$281K - $334K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25K- 2.62% |
$332K - $395K
|
929K
$0
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25K- 2.62% |
$332K - $395K
|
929K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.9K- 44.56% |
$397K - $472K
|
37.2K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-37K- 20.16% |
$492K - $586K
|
147K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-59.6K- 25.35% |
$791K - $942K
|
175K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-72.7K- 25.18% |
$965K - $1.15M
|
216K
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-92.8K- 16.25% |
$1.23M - $1.47M
|
478K
$0
|