Purchases and Sales Made in Q4 2023 in First Trust Energy Infrastructure Fund (FIF)
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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.53K- 2.14% |
$35.1K - $41.9K
|
116K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-4.32K- 17.6% |
$59.9K - $71.4K
|
20.2K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-4.91K- 0.45% |
$68K - $81.1K
|
1.09M
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-6.09K- 8.97% |
$84.4K - $101K
|
61.9K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.55K- 17.35% |
$105K - $125K
|
36K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.3K- 2.7% |
$115K - $137K
|
299K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.47K- 10.21% |
$131K - $157K
|
83.3K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.7K- 14.49% |
$148K - $177K
|
63.1K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.7K- 6.69% |
$204K - $243K
|
205K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38K- 46.77% |
$527K - $629K
|
43.3K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-42.3K- 4.51% |
$586K - $699K
|
895K
$0
|