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GE   148.06 (-3.19%)
CGC   7.93 (+1.28%)
DIS   112.61 (+0.16%)
AMC   3.16 (+8.22%)
PFE   26.00 (+2.40%)
PYPL   62.31 (+0.34%)
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NVDA   762.00 (-10.00%)
AMD   146.64 (-5.44%)
NIO   3.80 (-5.00%)
BABA   69.07 (+0.28%)
T   16.51 (+1.10%)
F   12.14 (+0.66%)
MU   106.77 (-4.61%)
GE   148.06 (-3.19%)
CGC   7.93 (+1.28%)
DIS   112.61 (+0.16%)
AMC   3.16 (+8.22%)
PFE   26.00 (+2.40%)
PYPL   62.31 (+0.34%)
XOM   119.88 (+1.15%)
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MSFT   399.12 (-1.27%)
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AMZN   174.63 (-2.56%)
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NVDA   762.00 (-10.00%)
AMD   146.64 (-5.44%)
NIO   3.80 (-5.00%)
BABA   69.07 (+0.28%)
T   16.51 (+1.10%)
F   12.14 (+0.66%)
MU   106.77 (-4.61%)
GE   148.06 (-3.19%)
CGC   7.93 (+1.28%)
DIS   112.61 (+0.16%)
AMC   3.16 (+8.22%)
PFE   26.00 (+2.40%)
PYPL   62.31 (+0.34%)
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First Trust Energy Infrastructure Fund (FIF) Institutional Ownership

$18.05
+0.22 (+1.23%)
(As of 04:37 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$11.39M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$5.87M
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Skip Chart & View Institutional Buying and Selling Data

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
4/10/2024 Pathway Financial Advisors LLC12,784$232K0.1%-36.8%0.000%
3/1/2024Goldman Sachs Group Inc.101,657$1.67M0.0%N/A0.000%
2/20/2024Quarry LP23,084$380K0.1%N/A0.000%
2/15/2024Cohen & Steers Inc.212,260$3.49M0.0%-0.8%0.000%
2/14/2024Royal Bank of Canada115,752$1.91M0.0%-2.1%0.000%
2/14/2024Pathstone Holdings LLC14,913$245K0.0%N/A0.000%
2/13/2024Envestnet Asset Management Inc.18,517$305K0.0%-3.3%0.000%
2/13/2024Goldman Sachs Group Inc.101,657$1.67M0.0%N/A0.000%
2/12/2024Stifel Financial Corp50,157$826K0.0%+5.2%0.000%
2/12/2024Steward Partners Investment Advisory LLC35,975$592K0.0%-17.4%0.000%
2/9/2024Cambridge 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%
2/8/2024Eudaimonia Partners LLC49,550$816K0.2%N/A0.000%
2/8/2024Janney Montgomery Scott LLC16,801$277K0.0%-6.6%0.000%
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%
2/6/2024Spire Wealth Management2,949$47K0.0%-44.0%0.000%
2/6/2024Benjamin 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%
1/19/2024Armor Investment Advisors LLC61,853$1.02M0.5%-9.0%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.83,313$1.37M0.0%-10.2%0.000%
1/16/2024Raymond James & Associates94,307$1.55M0.0%+4.7%0.000%
11/21/2023Comerica Bank1,984$30K0.0%N/A0.000%
11/15/2023Royal Bank of Canada118,286$1.79M0.0%+4.3%0.000%
11/15/2023Ameriprise Financial Inc.113,614$1.72M0.0%+2.4%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%
11/13/2023Stifel Financial Corp47,669$722K0.0%+14.8%0.000%
11/13/2023Retirement Planning Co of New England Inc.65,092$985K0.5%-11.4%0.000%
11/13/2023LPL Financial LLC30,515$462K0.0%-2.1%0.000%
11/13/2023Invesco Ltd.14,364$217K0.0%+5.2%0.000%
11/13/2023Envestnet Asset Management Inc.19,152$290K0.0%-18.3%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%
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11/8/2023Pathstone Family Office LLC15,940$241K0.0%N/A0.000%
11/8/2023Janney 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%
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%
10/24/2023Raymond James Financial Services Advisors Inc.92,785$1.41M0.0%-5.2%0.000%
10/24/2023Raymond James & Associates90,069$1.36M0.0%-15.1%0.000%
10/24/2023Cambridge Investment Research Advisors Inc.219,694$3.33M0.0%+0.6%0.000%
10/23/2023Armor Investment Advisors LLC67,946$1.03M0.6%+3.9%0.000%
10/23/2023Commonwealth Equity Services LLC35,335$535K0.0%+4.7%0.000%
8/21/2023Osaic Holdings Inc.42,263$621K0.0%+1.7%0.000%
8/15/2023Wells Fargo & Company MN486,854$7.16M0.0%+4.1%0.000%
8/15/2023Royal Bank of Canada113,366$1.67M0.0%-0.9%0.000%
8/15/2023Rockefeller Capital Management L.P.8,580$126K0.0%N/A0.000%
8/15/2023Stifel Financial Corp41,539$611K0.0%+5.1%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%
8/11/2023Guggenheim Capital LLC32,399$476K0.0%-15.5%0.000%
8/10/2023Osaic Holdings Inc.42,263$621K0.0%+1.7%0.000%
8/10/2023Commonwealth Equity Services LLC33,746$496K0.0%-6.8%0.000%
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%
8/4/2023Envestnet Asset Management Inc.23,437$345K0.0%-9.3%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%
7/31/2023Moloney Securities Asset Management LLC61,625$906K0.2%-1.3%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.97,878$1.44M0.0%-3.9%0.000%
7/25/2023Raymond James & Associates106,138$1.56M0.0%-13.1%0.000%
7/19/2023Armor Investment Advisors LLC65,380$961K0.6%-18.1%0.000%
7/19/2023 Pathway Financial Advisors LLC26,732$393K0.1%-3.5%0.000%
7/13/2023Cambridge 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%
5/22/2023Ameriprise Financial Inc.99,777$1.43M0.0%+9.0%0.000%
5/16/2023Steward Partners Investment Advisory LLC40,608$582K0.0%-4.7%0.000%
5/12/2023Prospera Financial Services Inc51,539$739K0.0%+8.5%0.000%
5/12/2023Stifel Financial Corp39,527$567K0.0%+64.1%0.000%
5/12/2023Advisors Asset Management Inc.196,957$2.82M0.1%-27.4%0.000%
5/12/2023UBS Group AG612,922$8.79M0.0%-4.0%0.000%
5/11/2023Cambridge Investment Research Advisors Inc.227,171$3.26M0.0%+5.6%0.000%
5/11/2023Envestnet Asset Management Inc.25,826$370K0.0%+36.0%0.000%
5/11/2023Commonwealth Equity Services LLC36,212$519K0.0%-4.7%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%
5/9/2023Armor Investment Advisors LLC79,850$1.15M0.7%-13.4%0.000%
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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%
4/28/2023Janney 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%
2/15/2023Steward Partners Investment Advisory LLC42,598$614K0.0%+13.9%0.000%
2/15/2023Claraphi Advisory Network LLC30,870$445K0.2%N/A0.000%
2/15/2023Morgan Stanley507,600$7.32M0.0%+2.0%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, 63 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), Morgan Stanley ($7.32M), Rivernorth Capital Management LLC ($3.58M), and Cohen & Steers Inc. ($3.49M).Learn more on FIF's institutional investors.

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

Of the 58 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: UBS Group AG ($398.75K), Wealthspire Advisors LLC ($252.05K), Goldman Sachs Group Inc. ($203.31K), Cambridge Investment Research Advisors Inc. ($168.73K), Kingsview Wealth Management LLC ($89.47K), Advisors Asset Management Inc. ($81.94K), and Wells Fargo & Company MN ($66.05K).

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

Institutional investors have bought a total of 2,003,746 shares in the last 24 months. This purchase volume represents approximately $29.73M in transactions.

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

Of the 37 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. ($498.90K), Armor Investment Advisors LLC ($111.87K), Pathway Financial Advisors LLC ($81.12K), Wealthspire Advisors LLC ($61.20K), Wells Fargo & Company MN ($60.66K), Raymond James & Associates ($56.87K), and Guggenheim Capital LLC ($32.05K).

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

Institutional investors have sold a total of 1,248,363 shares in the last 24 months. This volume of shares sold represents approximately $18.39M in transactions.


This page (NYSE:FIF) was last updated on 4/19/2024 by MarketBeat.com Staff

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