First Trust Energy Infrastructure Fund (FIF) Institutional Ownership

$18.10
+0.01 (+0.06%)
(As of 05/3/2024 ET)

Institutional Ownership Changes (13F Filings) for First Trust Energy Infrastructure Fund (NYSE:FIF)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$7.20M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$4.31M
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FIF Institutional Buying and Selling by Quarter

First Trust Energy Infrastructure Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2024 Moloney Securities Asset Management LLC60,348$1.10M0.2%-2.0%0.000%
5/1/2024 Janney Montgomery Scott LLC17,777$323K0.0%+5.8%0.000%
4/30/2024Commonwealth Equity Services LLC32,599$592K0.0%-3.6%0.000%
4/29/2024 Benjamin F. Edwards & Company Inc.2,950$54K0.0%+31.1%0.000%
4/25/2024 Armor Investment Advisors LLC46,042$836K0.4%-25.6%0.000%
4/25/2024 Eudaimonia Partners LLC97,340$1.77M0.4%+96.4%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.197,407$3.59M0.0%-3.7%0.000%
4/24/2024 Spire Wealth Management5,263$96K0.0%+78.5%0.000%
4/24/2024 West Branch Capital LLC5,911$107K0.0%N/A0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.77,830$1.41M0.0%-6.6%0.000%
4/10/2024 Pathway Financial Advisors LLC12,784$232K0.1%-36.8%0.000%
2/20/2024Quarry LP23,084$380K0.1%N/A0.000%
2/15/2024Cohen & Steers Inc.212,260$3.49M0.0%-0.8%0.000%
2/12/2024Steward Partners Investment Advisory LLC35,975$592K0.0%-17.4%0.000%
2/9/2024 Cambridge Investment Research Advisors Inc.204,998$3.37M0.0%-6.7%0.000%
2/9/2024Wells Fargo & Company MN449,193$7.39M0.0%+0.3%0.000%
2/8/2024Kingsview Wealth Management LLC87,261$1.44M0.0%-1.2%0.000%
2/8/2024 Eudaimonia Partners LLC49,550$816K0.2%N/A0.000%
2/7/2024 NBC Securities Inc.2,250$37K0.0%-26.2%0.000%
2/7/2024Wealthspire Advisors LLC895,076$14.73M0.2%-4.5%0.000%
2/7/2024Kayne Anderson Capital Advisors LP67,406$1.11M0.0%+5.0%0.000%
2/6/2024 Spire Wealth Management2,949$47K0.0%-44.0%0.000%
2/6/2024 Benjamin F. Edwards & Company Inc.2,250$37K0.0%+1,025.0%0.000%
2/5/2024Magnus Financial Group LLC71,802$1.18M0.2%+5.9%0.000%
2/1/2024 Pathway Financial Advisors LLC20,237$333K0.1%-17.6%0.000%
1/24/2024Sowell Financial Services LLC63,145$1.04M0.1%-14.5%0.000%
1/19/2024 Armor Investment Advisors LLC61,853$1.02M0.5%-9.0%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.83,313$1.37M0.0%-10.2%0.000%
1/16/2024 Raymond James & Associates94,307$1.55M0.0%+4.7%0.000%
11/15/2023Axxcess Wealth Management LLC67,390$1.02M0.0%+9.6%0.000%
11/15/2023Advisors Asset Management Inc.166,957$2.53M0.1%+96.4%0.000%
11/14/2023Saba Capital Management L.P.1,090,614$16.51M0.4%+1.2%0.000%
11/13/2023Retirement Planning Co of New England Inc.65,092$985K0.5%-11.4%0.000%
11/9/2023Atomi Financial Group Inc.19,726$299K0.1%N/A0.000%
11/9/2023UBS Group AG619,262$9.38M0.0%+4.4%0.000%
11/9/2023Kayne Anderson Capital Advisors LP64,206$972K0.0%-5.9%0.000%
11/8/2023Pathstone Family Office LLC15,940$241K0.0%N/A0.000%
11/8/2023 Janney Montgomery Scott LLC17,984$272K0.0%-13.8%0.000%
11/8/2023Moors & Cabot Inc.12,268$186K0.0%N/A0.000%
11/6/2023Wealthspire Advisors LLC937,348$14.19M0.2%+0.6%0.000%
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11/6/2023Nottingham Advisors Inc.19,344$293K0.0%+9.5%0.000%
11/4/2023 NBC Securities Inc.3,050$46K0.0%N/A0.000%
10/30/2023 Pathway Financial Advisors LLC24,558$372K0.1%-8.1%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.92,785$1.41M0.0%-5.2%0.000%
10/24/2023 Raymond James & Associates90,069$1.36M0.0%-15.1%0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.219,694$3.33M0.0%+0.6%0.000%
10/23/2023 Armor Investment Advisors LLC67,946$1.03M0.6%+3.9%0.000%
10/23/2023Commonwealth Equity Services LLC35,335$535K0.0%+4.7%0.000%
8/14/2023Sowell Financial Services LLC74,423$1.09M0.1%+4.3%0.000%
8/14/2023Bison Wealth LLC11,304$166K0.0%N/A0.000%
8/9/2023Veritable L.P.15,661$230K0.0%+7.4%0.000%
8/8/2023Prospera Financial Services Inc60,442$889K0.0%+17.3%0.000%
8/7/2023Shaker Financial Services LLC22,370$329K0.1%+91.7%0.000%
8/3/2023Atria Wealth Solutions Inc.11,860$174K0.0%+18.0%0.000%
8/2/2023Bank of Montreal Can11,579$194K0.0%N/A0.000%
8/1/2023Wealthspire Advisors LLC932,031$13.70M0.2%+5.2%0.000%
7/31/2023LPL Financial LLC31,173$458K0.0%-2.0%0.000%
7/31/2023 Moloney Securities Asset Management LLC61,625$906K0.2%-1.3%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.97,878$1.44M0.0%-3.9%0.000%
7/25/2023 Raymond James & Associates106,138$1.56M0.0%-13.1%0.000%
7/19/2023 Armor Investment Advisors LLC65,380$961K0.6%-18.1%0.000%
7/19/2023 Pathway Financial Advisors LLC26,732$393K0.1%-3.5%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.218,339$3.21M0.0%-3.9%0.000%
6/14/2023Atria Wealth Solutions Inc.10,049$144K0.0%N/A0.000%
5/11/2023 Cambridge Investment Research Advisors Inc.227,171$3.26M0.0%+5.6%0.000%
5/11/2023Guggenheim Capital LLC38,361$550K0.0%-7.6%0.000%
5/10/2023Magnus Financial Group LLC69,026$990K0.2%-4.3%0.000%
5/9/2023Wealthspire Advisors LLC885,712$12.70M0.2%-2.1%0.000%
5/9/2023 Armor Investment Advisors LLC79,850$1.15M0.7%-13.4%0.000%
5/8/2023Shaker Financial Services LLC11,670$167K0.1%-46.9%0.000%
5/8/2023Wolverine Asset Management LLC7,720$111K0.0%N/A0.000%
5/3/2023Axxcess Wealth Management LLC60,807$872K0.1%+34.0%0.000%
4/28/2023 Pathway Financial Advisors LLC27,696$397K0.1%-5.2%0.000%
4/28/2023 Janney Montgomery Scott LLC21,129$303K0.0%-49.2%0.000%
4/21/2023Retirement Planning Co of New England Inc.73,471$1.05M0.6%+3.8%0.000%
4/20/2023 Daymark Wealth Partners LLC10,065$144K0.0%N/A0.000%
2/15/2023Almitas Capital LLC30,019$433K0.2%+8,428.1%0.000%
2/13/2023Advisors Asset Management Inc.271,368$3.91M0.1%-36.5%0.000%
2/10/2023Nottingham Advisors Inc.17,670$255K0.0%-39.4%0.000%
2/9/2023Elequin Securities LLC6,439$93K0.0%N/A0.000%
2/9/2023OTA Financial Group L.P.23,180$334K0.3%N/A0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.101,735$1.47M0.0%+101.5%0.000%
2/8/2023 Raymond James & Associates122,435$1.77M0.0%-16.8%0.000%
2/8/2023UBS Group AG638,430$9.21M0.0%+0.4%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.215,133$3.10M0.0%+1.0%0.000%
2/7/2023Commonwealth Equity Services LLC37,997$547K0.0%-7.4%0.000%
2/7/2023LPL Financial LLC32,684$471K0.0%-5.1%0.000%
2/7/2023 Kesler Norman & Wride LLC10,971$158K0.0%-68.0%0.000%
2/3/2023Shaker Financial Services LLC21,976$317K0.1%-42.7%0.000%
2/1/2023 Janney Montgomery Scott LLC41,623$600K0.0%-1.7%0.000%
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1/30/2023 Armor Investment Advisors LLC92,236$1.33M0.8%-8.7%0.000%
1/23/2023 Pathway Financial Advisors LLC29,212$421K0.1%-62.5%0.000%
11/16/2022Kingsview Wealth Management LLC89,471$1.19M0.1%+1.5%0.000%
11/16/2022Saba Capital Management L.P.46,995$626K0.0%N/A0.000%
11/14/2022Wealthspire Advisors LLC894,980$11.93M0.2%+2.5%0.000%
11/14/2022Guggenheim Capital LLC30,880$412K0.0%+4.2%0.000%
11/10/2022Cornerstone Advisors LLC178,860$2.38M0.1%+29.8%0.000%
11/10/2022Wolverine Asset Management LLC50,147$668K0.0%N/A0.000%
11/10/2022UBS Group AG635,814$8.48M0.0%+15.3%0.000%
11/9/2022Shaker Financial Services LLC38,353$511K0.3%+7.0%0.000%
(Data available from 1/1/2016 forward)

FIF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FIF shares?

During the previous two years, 48 institutional investors and hedge funds held shares of First Trust Energy Infrastructure Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($16.51M), Wealthspire Advisors LLC ($14.73M), UBS Group AG ($9.38M), Wells Fargo & Company MN ($7.39M), Cambridge Investment Research Advisors Inc. ($3.59M), Cohen & Steers Inc. ($3.49M), and Advisors Asset Management Inc. ($2.53M).Learn more on FIF's institutional investors.

Which institutional investors have been buying First Trust Energy Infrastructure Fund stock?

Of the 45 institutional investors that purchased First Trust Energy Infrastructure Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealthspire Advisors LLC ($252.05K), UBS Group AG ($228.87K), Cambridge Investment Research Advisors Inc. ($168.73K), Eudaimonia Partners LLC ($97.34K), Kingsview Wealth Management LLC ($89.47K), Advisors Asset Management Inc. ($81.94K), and Saba Capital Management L.P. ($60.39K).

How much institutional buying is happening at First Trust Energy Infrastructure Fund?

Institutional investors have bought a total of 1,436,622 shares in the last 24 months. This purchase volume represents approximately $21.17M in transactions.

Which First Trust Energy Infrastructure Fund major shareholders have been selling company stock?

Of the 27 institutional investors that sold First Trust Energy Infrastructure Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisors Asset Management Inc. ($299.92K), Armor Investment Advisors LLC ($127.68K), Pathway Financial Advisors LLC ($74.16K), Wealthspire Advisors LLC ($61.20K), Raymond James & Associates ($56.87K), Cambridge Investment Research Advisors Inc. ($31.12K), and Shaker Financial Services LLC ($26.68K).

How much institutional selling is happening at First Trust Energy Infrastructure Fund?

Institutional investors have sold a total of 869,841 shares in the last 24 months. This volume of shares sold represents approximately $12.87M in transactions.


This page (NYSE:FIF) was last updated on 5/5/2024 by MarketBeat.com Staff

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