Purchases and Sales Made in Q3 2023 in First Trust Energy Infrastructure Fund (FIF)

FIF Quotes by TradingView

This table provides information about the institutional ownership of First Trust Energy Infrastructure Fund (FIF) during Q3 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
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
39K
+ 92.39%
$556K - $613K
81.3K $0
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
26.2K
+ 4.42%
$373K - $411K
619K $0
Nov 14, 2023 Q3 2023
Pine Bridge Investments, L.P.

BUY
 -
23.2K
New
$331K - $364K
23.2K $0
Nov 09, 2023 Q3 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
19.7K
New
$281K - $310K
19.7K $0
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
15.9K
New
$227K - $250K
15.9K $0
Nov 14, 2023 Q3 2023
Saba Capital Management, L.P.

New York, NY
BUY
 -
13.4K
+ 1.24%
$191K - $210K
1.09M $0
Nov 07, 2023 Q3 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
12.3K
New
$175K - $193K
12.3K $0
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
10.5K
New
$150K - $165K
10.5K $0
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
6.13K
+ 14.76%
$87.4K - $96.2K
47.7K $0
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
5.9K
+ 9.6%
$84.1K - $92.6K
67.4K $0
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
5.32K
+ 0.57%
$75.8K - $83.5K
937K $0
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
4.92K
+ 4.34%
$70.1K - $77.2K
118K $0
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
4.44K
New
$63.3K - $69.7K
4.44K $0
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
3.05K
New
$43.5K - $47.9K
3.05K $0
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
2.66K
+ 2.39%
$37.8K - $41.7K
114K $0
Oct 23, 2023 Q3 2023
Armor Investment Advisors, LLC

BUY
 -
2.57K
+ 3.92%
$36.6K - $40.3K
67.9K $0
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
1.98K
New
$28.3K - $31.1K
1.98K $0
Nov 03, 2023 Q3 2023
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
1.67K
+ 9.47%
$23.9K - $26.3K
19.3K $0
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
1.59K
+ 4.71%
$22.6K - $24.9K
35.3K $0
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.36K
+ 0.62%
$19.3K - $21.3K
220K $0
Nov 13, 2023 Q3 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
708
+ 5.18%
$10.1K - $11.1K
14.4K $0
Nov 09, 2023 Q3 2023
Latash Investments, LLC

Anchorage, AK
BUY
 -
478
+ 1.3%
$6.81K - $7.5K
37.2K $0
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
345
+ 0.39%
$4.92K - $5.42K
88.4K $0
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
239
+ 0.4%
$3.41K - $3.75K
60.7K $0
Oct 10, 2023 Q3 2023
Capital Advisors Wealth Management, LLC

BUY
 -
233
+ 1.97%
$3.32K - $3.66K
12.1K $0
Oct 23, 2023 Q3 2023
Private Ocean, LLC

BUY
 -
150
+ 1.98%
$2.14K - $2.36K
7.73K $0
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
46
+ 0.39%
$656 - $722
11.9K $0
Nov 13, 2023 Q3 2023
Bison Wealth, LLC

BUY
 -
32
+ 0.28%
$456 - $502
11.3K $0
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
5
+ 2.02%
$71.3 - $78.5
252 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 14, 2023 Q3 2023
Guggenheim Capital LLC

Chicago, IL
SELL
 -
-24
- 0.07%
$342 - $377
32.4K $0
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
SELL
 -
-320
Closed
$4.56K - $5.02K
0 $0
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-575
- 0.77%
$8.19K - $9.03K
73.8K $0
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-658
- 2.11%
$9.38K - $10.3K
30.5K $0
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-781
- 6.74%
$11.1K - $12.3K
10.8K $0
Oct 31, 2023 Q3 2023
Moloney Securities Asset Management, LLC

SELL
 -
-848
- 1.38%
$12.1K - $13.3K
60.8K $0
Oct 10, 2023 Q3 2023
Magnus Financial Group LLC

New York, NY
SELL
 -
-1.5K
- 2.16%
$21.3K - $23.5K
67.8K $0
Oct 30, 2023 Q3 2023
Pathway Financial Advisors LLC

SELL
 -
-2.17K
- 8.13%
$31K - $34.1K
24.6K $0
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

SELL
 -
-2.88K
- 13.8%
$41K - $45.2K
18K $0
Nov 08, 2023 Q3 2023
Kayne Anderson Capital Advisors LP

SELL
 -
-4.02K
- 5.89%
$57.3K - $63.1K
64.2K $0
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

SELL
 -
-4.29K
- 18.28%
$61.1K - $67.3K
19.2K $0
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-5.09K
- 5.2%
$72.6K - $80K
92.8K $0
Nov 13, 2023 Q3 2023
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-8.41K
- 11.44%
$120K - $132K
65.1K $0
Nov 14, 2023 Q3 2023
Rivernorth Capital Management, LLC

West Palm Beach, FL
SELL
 -
-12.9K
- 11.73%
$184K - $203K
97.4K $0
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-16.1K
- 15.14%
$229K - $252K
90.1K $0
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-39.1K
- 8.03%
$557K - $614K
448K $0
Nov 14, 2023 Q3 2023
Cohen & Steers, Inc.

New York, NY
SELL
 -
-50.3K
- 19.02%
$717K - $789K
214K $0
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
SELL
 -
-50.7K
- 14.14%
$722K - $796K
308K $0

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