Purchases and Sales Made in Q4 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 Q4 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
Aug 16, 2024 Q4 2023
Morgan Stanley

New York, NY
BUY
 -
299K
New
$4.15M - $4.95M
299K $0
Feb 14, 2024 Q4 2023
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
222K
+ 261.25%
$3.08M - $3.67M
307K $0
Feb 13, 2024 Q4 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
102K
New
$1.41M - $1.68M
102K $0
Feb 14, 2024 Q4 2023
Almitas Capital LLC

Santa Monica, CA
BUY
 -
63.9K
New
$886K - $1.06M
63.9K $0
Feb 14, 2024 Q4 2023
Clough Capital Partners L P

Boston, MA
BUY
 -
50.6K
New
$701K - $836K
50.6K $0
Feb 08, 2024 Q4 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
49.6K
New
$687K - $819K
49.6K $0
Feb 14, 2024 Q4 2023
Hunting Hill Global Capital, LLC

New York, NY
BUY
 -
40.9K
New
$567K - $677K
40.9K $0
Feb 14, 2024 Q4 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
37.9K
New
$525K - $626K
37.9K $0
Feb 13, 2024 Q4 2023
Yakira Capital Management, Inc.

Westport, CT
BUY
 -
30.1K
New
$417K - $497K
30.1K $0
Feb 14, 2024 Q4 2023
Css LLC

Chicago, IL
BUY
 -
26.4K
New
$366K - $437K
26.4K $0
Feb 14, 2024 Q4 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
22.2K
+ 76.08%
$307K - $367K
51.3K $0
Feb 14, 2024 Q4 2023
Jane Street Group, LLC

New York, NY
BUY
 -
18.3K
New
$254K - $303K
18.3K $0
Feb 14, 2024 Q4 2023
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
14.9K
New
$207K - $247K
14.9K $0
Feb 14, 2024 Q4 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
13.1K
New
$182K - $217K
13.1K $0
Feb 14, 2024 Q4 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
7.77K
+ 6.84%
$108K - $128K
121K $0
Feb 12, 2024 Q4 2023
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
5.68K
+ 8.72%
$78.7K - $93.9K
70.8K $0
Jan 16, 2024 Q4 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
4.24K
+ 4.71%
$58.7K - $70.1K
94.3K $0
Feb 05, 2024 Q4 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
4.02K
+ 5.92%
$55.6K - $66.4K
71.8K $0
Feb 06, 2024 Q4 2023
Kayne Anderson Capital Advisors LP

BUY
 -
3.2K
+ 4.98%
$44.4K - $52.9K
67.4K $0
Feb 12, 2024 Q4 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.49K
+ 5.22%
$34.5K - $41.1K
50.2K $0
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2.05K
+ 1025.0%
$28.4K - $33.9K
2.25K $0
Feb 12, 2024 Q4 2023
Latash Investments, LLC

Anchorage, AK
BUY
 -
2K
+ 5.38%
$27.8K - $33.1K
39.2K $0
Feb 09, 2024 Q4 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.42K
+ 0.32%
$19.7K - $23.5K
449K $0
Feb 22, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
1.39K
New
$19.2K - $22.9K
1.39K $0
Feb 14, 2024 Q4 2023
Prospera Financial Services Inc

BUY
 -
1.16K
+ 1.9%
$16K - $19.1K
61.8K $0
Jan 30, 2024 Q4 2023
Moloney Securities Asset Management, LLC

BUY
 -
824
+ 1.36%
$11.4K - $13.6K
61.6K $0
Jan 25, 2024 Q4 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
742
New
$10.3K - $12.3K
742 $0
Feb 14, 2024 Q4 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
702
+ 2.3%
$9.73K - $11.6K
31.2K $0
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
506
New
$7.01K - $8.36K
506 $0
Feb 02, 2024 Q4 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
232
+ 1.95%
$3.22K - $3.83K
12.1K $0
Jan 08, 2024 Q4 2023
Capital Advisors Wealth Management, LLC

BUY
 -
229
+ 1.9%
$3.17K - $3.79K
12.3K $0
Feb 14, 2024 Q4 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
160
+ 1.3%
$2.22K - $2.64K
12.4K $0
Jan 22, 2024 Q4 2023
Private Ocean, LLC

BUY
 -
146
+ 1.89%
$2.02K - $2.41K
7.88K $0
Jan 30, 2024 Q4 2023
Bison Wealth, LLC

BUY
 -
32
+ 0.28%
$444 - $529
11.4K $0
Jan 24, 2024 Q4 2023
Allworth Financial LP

BUY
 -
5
+ 1.98%
$69.3 - $82.7
257 $0
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jan 10, 2024 Q4 2023
Kesler, Norman & Wride, LLC

SELL
 -
-90
- 0.82%
$1.25K - $1.49K
10.9K $0
Feb 29, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
SELL
 -
-180
- 12.98%
$2.49K - $2.98K
1.21K $0
Feb 08, 2024 Q4 2023
Atomi Financial Group, Inc.

Irvine, CA
SELL
 -
-192
- 0.97%
$2.66K - $3.17K
19.5K $0
Feb 14, 2024 Q4 2023
Guggenheim Capital LLC

Chicago, IL
SELL
 -
-196
- 0.61%
$2.72K - $3.24K
32.2K $0
Feb 06, 2024 Q4 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-431
- 0.64%
$5.97K - $7.12K
67K $0
Feb 09, 2024 Q4 2023
Ubs Group Ag

SELL
 -
-552
- 0.09%
$7.65K - $9.12K
619K $0
Feb 13, 2024 Q4 2023
Envestnet Asset Management Inc

SELL
 -
-635
- 3.32%
$8.8K - $10.5K
18.5K $0
Feb 07, 2024 Q4 2023
Nbc Securities, Inc.

Birmingham, AL
SELL
 -
-800
- 26.23%
$11.1K - $13.2K
2.25K $0
Feb 08, 2024 Q4 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-1.1K
- 1.24%
$15.2K - $18.1K
87.3K $0
Feb 07, 2024 Q4 2023
Janney Montgomery Scott LLC

SELL
 -
-1.18K
- 6.58%
$16.4K - $19.6K
16.8K $0
Feb 06, 2024 Q4 2023
Commonwealth Equity Services, LLC

SELL
 -
-1.5K
- 4.25%
$20.8K - $24.8K
33.8K $0
Feb 14, 2024 Q4 2023
Cohen & Steers, Inc.

New York, NY
SELL
 -
-1.78K
- 0.83%
$24.7K - $29.4K
212K $0
Feb 06, 2024 Q4 2023
Spire Wealth Management

SELL
 -
-2.31K
- 43.97%
$32.1K - $38.3K
2.95K $0

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