Purchases and Sales Made in Q4 2022 in First Trust Energy Infrastructure Fund (FIF)
This table provides information about the institutional ownership of First Trust Energy Infrastructure Fund (FIF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
445KNew |
$5.86M - $6.81M
|
445K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
426K+ 907.09% |
$5.61M - $6.52M
|
473K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
51.3K+ 101.52% |
$674K - $784K
|
102K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
29.7K+ 8428.13% |
$390K - $454K
|
30K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
23.2KNew |
$305K - $354K
|
23.2K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
13KNew |
$172K - $199K
|
13K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.6K+ 34.4% |
$140K - $162K
|
41.5K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.2K+ 2.04% |
$134K - $155K
|
508K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.66K+ 1.08% |
$127K - $148K
|
905K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
7.34KNew |
$96.5K - $112K
|
7.34K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.44KNew |
$84.7K - $98.5K
|
6.44K
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.2K+ 13.9% |
$68.4K - $79.5K
|
42.6K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.62K+ 0.41% |
$34.4K - $40K
|
638K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.21K+ 2.25% |
$29.1K - $33.8K
|
100K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.18K+ 1.02% |
$28.7K - $33.3K
|
215K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.64K+ 5.46% |
$21.5K - $25K
|
31.6K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
760+ 3.26% |
$10K - $11.6K
|
24.1K
$0
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
580New |
$7.63K - $8.87K
|
580
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
466New |
$6.13K - $7.13K
|
466
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Latash Investments, LLC
Anchorage, AK |
BUY
|
- |
398+ 1.13% |
$5.24K - $6.09K
|
35.7K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
355+ 0.79% |
$4.67K - $5.43K
|
45.4K
$0
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
320New |
$4.21K - $4.89K
|
320
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
301+ 0.48% |
$3.96K - $4.6K
|
63K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
210+ 0.3% |
$2.76K - $3.21K
|
70.8K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
180+ 1.27% |
$2.37K - $2.75K
|
14.4K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
151+ 1.34% |
$1.99K - $2.31K
|
11.5K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
144New |
$1.9K - $2.2K
|
144
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
125+ 0.21% |
$1.65K - $1.91K
|
59.9K
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
3+ 1.27% |
$39.5 - $45.9
|
239
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 0.18% |
$26.3 - $30.6
|
1.11K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-62- 0.13% |
$816 - $948
|
47.5K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-232- 0.32% |
$3.05K - $3.55K
|
72.1K
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-298- 3.73% |
$3.92K - $4.56K
|
7.7K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-495- 2.54% |
$6.51K - $7.57K
|
19K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-530- 0.59% |
$6.97K - $8.1K
|
88.9K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-718- 1.84% |
$9.45K - $11K
|
38.2K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-730- 1.72% |
$9.61K - $11.2K
|
41.6K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.74K- 5.05% |
$22.9K - $26.6K
|
32.7K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1.79K- 0.66% |
$23.5K - $27.3K
|
270K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.04K- 7.41% |
$40K - $46.5K
|
38K
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-8.8K- 8.71% |
$116K - $135K
|
92.2K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-8.9K- 16.18% |
$117K - $136K
|
46.1K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-11.5K- 39.42% |
$151K - $176K
|
17.7K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-16.4K- 42.7% |
$216K - $250K
|
22K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-23.4K- 68.04% |
$307K - $357K
|
11K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-24.7K- 16.81% |
$326K - $378K
|
122K
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-48.6K- 62.48% |
$640K - $744K
|
29.2K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-60.7K- 10.95% |
$798K - $927K
|
493K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-92.3K- 50.21% |
$1.21M - $1.41M
|
91.5K
$0
|