First TR Energy Infrastrctr

Q1 2024 vs Q2 2024

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Osaic Holdings, Inc.

DECREASED

Shares70 from 42,998

Change-42,928 (-100%)

Value$1.3K (-$779.6K)

Filed 2024-08-13

Wealthspire Advisors, LLC

CLOSED

Shares0 from 858,102

Change-858,102 (-100%)

Value$0 (-$15.6M)

Filed 2024-08-08

UBS Group AG

CLOSED

Shares0 from 614,516

Change-614,516 (-100%)

Value$0 (-$11.2M)

Filed 2024-08-14

Almitas Capital LLC

CLOSED

Shares0 from 417,641

Change-417,641 (-100%)

Value$0 (-$7.6M)

Filed 2024-08-15

Wells Fargo & Company

CLOSED

Shares0 from 401,995

Change-401,995 (-100%)

Value$0 (-$7.3M)

Filed 2024-08-13

Morgan Stanley

CLOSED

Shares0 from 314,141

Change-314,141 (-100%)

Value$0 (-$5.7M)

Filed 2025-05-14

Goldman Sachs Group Inc

CLOSED

Shares0 from 305,808

Change-305,808 (-100%)

Value$0 (-$5.6M)

Filed 2024-08-13

Advisors Asset Management, Inc.

CLOSED

Shares0 from 296,117

Change-296,117 (-100%)

Value$0 (-$5.4M)

Filed 2026-08-21

Absolute Investment Advisers, LLC

CLOSED

Shares0 from 284,760

Change-284,760 (-100%)

Value$0 (-$5.2M)

Filed 2025-01-31

Cohen & Steers, Inc.

CLOSED

Shares0 from 217,060

Change-217,060 (-100%)

Value$0 (-$3.9K)

Filed 2024-08-13

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 197,407

Change-197,407 (-100%)

Value$0 (-$3.6K)

Filed 2024-07-26

Yakira Capital Management, Inc.

CLOSED

Shares0 from 158,436

Change-158,436 (-100%)

Value$0 (-$2.9M)

Filed 2024-08-13

Ameriprise Financial Inc

CLOSED

Shares0 from 117,745

Change-117,745 (-100%)

Value$0 (-$2.1M)

Filed 2024-08-14

Quarry LP

CLOSED

Shares0 from 103,944

Change-103,944 (-100%)

Value$0 (-$1.9M)

Filed 2024-08-16

Raymond James & Associates

CLOSED

Shares0 from 99,418

Change-99,418 (-100%)

Value$0 (-$1.8M)

Filed 2024-07-19

Royal Bank of Canada

CLOSED

Shares0 from 99,294

Change-99,294 (-100%)

Value$0 (-$1.8M)

Filed 2024-11-06

CSS LLC

CLOSED

Shares0 from 96,774

Change-96,774 (-100%)

Value$0 (-$1.8M)

Filed 2024-08-14

Kingsview Wealth Management, LLC

CLOSED

Shares0 from 79,102

Change-79,102 (-100%)

Value$0 (-$1.4M)

Filed 2024-08-14

Raymond James Financial Services Advisors, Inc.

CLOSED

Shares0 from 77,830

Change-77,830 (-100%)

Value$0 (-$1.4M)

Filed 2024-07-19

Retirement Planning Co of New England, Inc.

CLOSED

Shares0 from 70,885

Change-70,885 (-100%)

Value$0 (-$1.3M)

Filed 2024-08-08

Magnus Financial Group LLC

CLOSED

Shares0 from 70,229

Change-70,229 (-100%)

Value$0 (-$1.3M)

Filed 2024-08-02

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 63,346

Change-63,346 (-100%)

Value$0 (-$1.2M)

Filed 2024-08-09

Sowell Financial Services LLC

CLOSED

Shares0 from 63,189

Change-63,189 (-100%)

Value$0 (-$1.1M)

Filed 2024-08-13

Prospera Financial Services Inc

CLOSED

Shares0 from 62,246

Change-62,246 (-100%)

Value$0 (-$1.1M)

Filed 2024-08-13

Rivernorth Capital Management, LLC

CLOSED

Shares0 from 61,869

Change-61,869 (-100%)

Value$0 (-$1.1M)

Filed 2024-08-14

Moloney Securities Asset Management, LLC

CLOSED

Shares0 from 60,348

Change-60,348 (-100%)

Value$0 (-$1.1M)

Filed 2024-07-30

Stifel Financial Corp

CLOSED

Shares0 from 49,818

Change-49,818 (-100%)

Value$0 (-$904.7K)

Filed 2024-08-13

Armor Investment Advisors, LLC

CLOSED

Shares0 from 46,042

Change-46,042 (-100%)

Value$0 (-$836.1K)

Filed 2024-07-25

Jane Street Group, LLC

CLOSED

Shares0 from 41,013

Change-41,013 (-100%)

Value$0 (-$744.8K)

Filed 2024-08-15

Hunting Hill Global Capital, LLC

CLOSED

Shares0 from 40,945

Change-40,945 (-100%)

Value$0 (-$743.6K)

Filed 2024-07-17

Latash Investments, LLC

CLOSED

Shares0 from 39,668

Change-39,668 (-100%)

Value$0 (-$720.4K)

Filed 2024-08-14

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 34,800

Change-34,800 (-100%)

Value$0 (-$632.0K)

Filed 2024-08-08

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 32,599

Change-32,599 (-100%)

Value$0 (-$592)

Filed 2024-07-31

NWF Advisory Services Inc.

CLOSED

Shares0 from 31,300

Change-31,300 (-100%)

Value$0 (-$568.4K)

Filed 2025-10-06

Guggenheim Capital LLC

CLOSED

Shares0 from 27,281

Change-27,281 (-100%)

Value$0 (-$495.4K)

Filed 2024-08-14

Susquehanna International Group, LLP

CLOSED

Shares0 from 25,587

Change-25,587 (-100%)

Value$0 (-$464.7K)

Filed 2024-08-15

LPL Financial LLC

CLOSED

Shares0 from 19,520

Change-19,520 (-100%)

Value$0 (-$354.5K)

Filed 2024-08-07

Nottingham Advisors, Inc.

CLOSED

Shares0 from 19,344

Change-19,344 (-100%)

Value$0 (-$351.3K)

Filed 2024-08-02

Compound Planning, Inc.

CLOSED

Shares0 from 18,985

Change-18,985 (-100%)

Value$0 (-$344.8K)

Filed 2024-07-26

Janney Montgomery Scott LLC

CLOSED

Shares0 from 17,777

Change-17,777 (-100%)

Value$0 (-$323)

Filed 2024-07-25

Pathstone Holdings, LLC

CLOSED

Shares0 from 15,180

Change-15,180 (-100%)

Value$0 (-$275.7K)

Filed 2024-08-14

Ameritas Advisory Services, LLC

CLOSED

Shares0 from 13,630

Change-13,630 (-100%)

Value$0 (-$246.6K)

Filed 2024-07-29

Moors & Cabot, Inc.

CLOSED

Shares0 from 13,278

Change-13,278 (-100%)

Value$0 (-$241.1K)

Filed 2024-08-09

Pathway Financial Advisors LLC

CLOSED

Shares0 from 12,784

Change-12,784 (-100%)

Value$0 (-$232.2K)

Filed 2024-07-24

Atria Wealth Solutions, Inc.

CLOSED

Shares0 from 12,633

Change-12,633 (-100%)

Value$0 (-$229.4K)

Filed 2024-07-22

Capital Advisors Wealth Management, LLC

CLOSED

Shares0 from 12,528

Change-12,528 (-100%)

Value$0 (-$227.5K)

Filed 2024-07-16

Lakeview Capital Partners, LLC

CLOSED

Shares0 from 11,398

Change-11,398 (-100%)

Value$0 (-$207.0K)

Filed 2024-07-31

Kesler, Norman & Wride, LLC

CLOSED

Shares0 from 10,881

Change-10,881 (-100%)

Value$0 (-$197.6K)

Filed 2024-07-24

Private Ocean, LLC

CLOSED

Shares0 from 8,023

Change-8,023 (-100%)

Value$0 (-$145.7K)

Filed 2024-07-30

Gilliland Jeter Wealth Management LLC

CLOSED

Shares0 from 6,680

Change-6,680 (-100%)

Value$0 (-$121.3K)

Filed 2024-07-24

West Branch Capital LLC

CLOSED

Shares0 from 5,911

Change-5,911 (-100%)

Value$0 (-$107.3K)

Filed 2024-07-26

Icon Wealth Advisors, LLC

CLOSED

Shares0 from 5,900

Change-5,900 (-100%)

Value$0 (-$107.1K)

Filed 2024-08-14

Spire Wealth Management

CLOSED

Shares0 from 5,263

Change-5,263 (-100%)

Value$0 (-$95.6K)

Filed 2024-07-31

Benjamin F. Edwards & Company, Inc.

CLOSED

Shares0 from 2,950

Change-2,950 (-100%)

Value$0 (-$54)

Filed 2024-08-12

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 2,284

Change-2,284 (-100%)

Value$0 (-$41.5K)

Filed 2024-08-16

Lanark Financial, Inc.

CLOSED

Shares0 from 2,250

Change-2,250 (-100%)

Value$0 (-$41)

Filed 2024-07-10

Comerica Bank

CLOSED

Shares0 from 1,984

Change-1,984 (-100%)

Value$0 (-$36.0K)

Filed 2024-08-15

Eagle Bay Advisors LLC

CLOSED

Shares0 from 1,600

Change-1,600 (-100%)

Value$0 (-$29.1K)

Filed 2024-07-26

Scarborough Advisors, LLC

CLOSED

Shares0 from 1,207

Change-1,207 (-100%)

Value$0 (-$21.9K)

Filed 2024-08-08

Wolverine Asset Management LLC

CLOSED

Shares0 from 600

Change-600 (-100%)

Value$0 (-$10.9K)

Filed 2024-08-01

Farther Finance Advisors, LLC

CLOSED

Shares0 from 580

Change-580 (-100%)

Value$0 (-$10.5K)

Filed 2024-07-31

Allworth Financial LP

CLOSED

Shares0 from 262

Change-262 (-100%)

Value$0 (-$4.8K)

Filed 2024-07-24

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2024-07-23

Eudaimonia Partners, LLC

N/A

Shares— from 97,340

Change-97,340 (-100%)

Value—

	Status
Osaic Holdings, Inc.	DECREASED	70	42,998	-42,928	-100%	$780.9K	$1.3K	-$779.6K	2024-08-13
Wealthspire Advisors, LLC	CLOSED	0	858,102	-858,102	-100%	$15.6M	$0	-$15.6M	2024-08-08
UBS Group AG	CLOSED	0	614,516	-614,516	-100%	$11.2M	$0	-$11.2M	2024-08-14
Almitas Capital LLC	CLOSED	0	417,641	-417,641	-100%	$7.6M	$0	-$7.6M	2024-08-15
Wells Fargo & Company	CLOSED	0	401,995	-401,995	-100%	$7.3M	$0	-$7.3M	2024-08-13
Morgan Stanley	CLOSED	0	314,141	-314,141	-100%	$5.7M	$0	-$5.7M	2025-05-14
Goldman Sachs Group Inc	CLOSED	0	305,808	-305,808	-100%	$5.6M	$0	-$5.6M	2024-08-13
Advisors Asset Management, Inc.	CLOSED	0	296,117	-296,117	-100%	$5.4M	$0	-$5.4M	2026-08-21
Absolute Investment Advisers, LLC	CLOSED	0	284,760	-284,760	-100%	$5.2M	$0	-$5.2M	2025-01-31
Cohen & Steers, Inc.	CLOSED	0	217,060	-217,060	-100%	$3.9K	$0	-$3.9K	2024-08-13
Cambridge Investment Research Advisors, Inc.	CLOSED	0	197,407	-197,407	-100%	$3.6K	$0	-$3.6K	2024-07-26
Yakira Capital Management, Inc.	CLOSED	0	158,436	-158,436	-100%	$2.9M	$0	-$2.9M	2024-08-13
Ameriprise Financial Inc	CLOSED	0	117,745	-117,745	-100%	$2.1M	$0	-$2.1M	2024-08-14
Quarry LP	CLOSED	0	103,944	-103,944	-100%	$1.9M	$0	-$1.9M	2024-08-16
Raymond James & Associates	CLOSED	0	99,418	-99,418	-100%	$1.8M	$0	-$1.8M	2024-07-19
Royal Bank of Canada	CLOSED	0	99,294	-99,294	-100%	$1.8M	$0	-$1.8M	2024-11-06
CSS LLC	CLOSED	0	96,774	-96,774	-100%	$1.8M	$0	-$1.8M	2024-08-14
Kingsview Wealth Management, LLC	CLOSED	0	79,102	-79,102	-100%	$1.4M	$0	-$1.4M	2024-08-14
Raymond James Financial Services Advisors, Inc.	CLOSED	0	77,830	-77,830	-100%	$1.4M	$0	-$1.4M	2024-07-19
Retirement Planning Co of New England, Inc.	CLOSED	0	70,885	-70,885	-100%	$1.3M	$0	-$1.3M	2024-08-08
Magnus Financial Group LLC	CLOSED	0	70,229	-70,229	-100%	$1.3M	$0	-$1.3M	2024-08-02
Axxcess Wealth Management, LLC	CLOSED	0	63,346	-63,346	-100%	$1.2M	$0	-$1.2M	2024-08-09
Sowell Financial Services LLC	CLOSED	0	63,189	-63,189	-100%	$1.1M	$0	-$1.1M	2024-08-13
Prospera Financial Services Inc	CLOSED	0	62,246	-62,246	-100%	$1.1M	$0	-$1.1M	2024-08-13
Rivernorth Capital Management, LLC	CLOSED	0	61,869	-61,869	-100%	$1.1M	$0	-$1.1M	2024-08-14
Moloney Securities Asset Management, LLC	CLOSED	0	60,348	-60,348	-100%	$1.1M	$0	-$1.1M	2024-07-30
Stifel Financial Corp	CLOSED	0	49,818	-49,818	-100%	$904.7K	$0	-$904.7K	2024-08-13
Armor Investment Advisors, LLC	CLOSED	0	46,042	-46,042	-100%	$836.1K	$0	-$836.1K	2024-07-25
Jane Street Group, LLC	CLOSED	0	41,013	-41,013	-100%	$744.8K	$0	-$744.8K	2024-08-15
Hunting Hill Global Capital, LLC	CLOSED	0	40,945	-40,945	-100%	$743.6K	$0	-$743.6K	2024-07-17
Latash Investments, LLC	CLOSED	0	39,668	-39,668	-100%	$720.4K	$0	-$720.4K	2024-08-14
Steward Partners Investment Advisory, LLC	CLOSED	0	34,800	-34,800	-100%	$632.0K	$0	-$632.0K	2024-08-08
Commonwealth Equity Services, LLC	CLOSED	0	32,599	-32,599	-100%	$592	$0	-$592	2024-07-31
NWF Advisory Services Inc.	CLOSED	0	31,300	-31,300	-100%	$568.4K	$0	-$568.4K	2025-10-06
Guggenheim Capital LLC	CLOSED	0	27,281	-27,281	-100%	$495.4K	$0	-$495.4K	2024-08-14
Susquehanna International Group, LLP	CLOSED	0	25,587	-25,587	-100%	$464.7K	$0	-$464.7K	2024-08-15
LPL Financial LLC	CLOSED	0	19,520	-19,520	-100%	$354.5K	$0	-$354.5K	2024-08-07
Nottingham Advisors, Inc.	CLOSED	0	19,344	-19,344	-100%	$351.3K	$0	-$351.3K	2024-08-02
Compound Planning, Inc.	CLOSED	0	18,985	-18,985	-100%	$344.8K	$0	-$344.8K	2024-07-26
Janney Montgomery Scott LLC	CLOSED	0	17,777	-17,777	-100%	$323	$0	-$323	2024-07-25
Pathstone Holdings, LLC	CLOSED	0	15,180	-15,180	-100%	$275.7K	$0	-$275.7K	2024-08-14
Ameritas Advisory Services, LLC	CLOSED	0	13,630	-13,630	-100%	$246.6K	$0	-$246.6K	2024-07-29
Moors & Cabot, Inc.	CLOSED	0	13,278	-13,278	-100%	$241.1K	$0	-$241.1K	2024-08-09
Pathway Financial Advisors LLC	CLOSED	0	12,784	-12,784	-100%	$232.2K	$0	-$232.2K	2024-07-24
Atria Wealth Solutions, Inc.	CLOSED	0	12,633	-12,633	-100%	$229.4K	$0	-$229.4K	2024-07-22
Capital Advisors Wealth Management, LLC	CLOSED	0	12,528	-12,528	-100%	$227.5K	$0	-$227.5K	2024-07-16
Lakeview Capital Partners, LLC	CLOSED	0	11,398	-11,398	-100%	$207.0K	$0	-$207.0K	2024-07-31
Kesler, Norman & Wride, LLC	CLOSED	0	10,881	-10,881	-100%	$197.6K	$0	-$197.6K	2024-07-24
Private Ocean, LLC	CLOSED	0	8,023	-8,023	-100%	$145.7K	$0	-$145.7K	2024-07-30
Gilliland Jeter Wealth Management LLC	CLOSED	0	6,680	-6,680	-100%	$121.3K	$0	-$121.3K	2024-07-24
West Branch Capital LLC	CLOSED	0	5,911	-5,911	-100%	$107.3K	$0	-$107.3K	2024-07-26
Icon Wealth Advisors, LLC	CLOSED	0	5,900	-5,900	-100%	$107.1K	$0	-$107.1K	2024-08-14
Spire Wealth Management	CLOSED	0	5,263	-5,263	-100%	$95.6K	$0	-$95.6K	2024-07-31
Benjamin F. Edwards & Company, Inc.	CLOSED	0	2,950	-2,950	-100%	$54	$0	-$54	2024-08-12
Northwestern Mutual Wealth Management Co	CLOSED	0	2,284	-2,284	-100%	$41.5K	$0	-$41.5K	2024-08-16
Lanark Financial, Inc.	CLOSED	0	2,250	-2,250	-100%	$41	$0	-$41	2024-07-10
Comerica Bank	CLOSED	0	1,984	-1,984	-100%	$36.0K	$0	-$36.0K	2024-08-15
Eagle Bay Advisors LLC	CLOSED	0	1,600	-1,600	-100%	$29.1K	$0	-$29.1K	2024-07-26
Scarborough Advisors, LLC	CLOSED	0	1,207	-1,207	-100%	$21.9K	$0	-$21.9K	2024-08-08
Wolverine Asset Management LLC	CLOSED	0	600	-600	-100%	$10.9K	$0	-$10.9K	2024-08-01
Farther Finance Advisors, LLC	CLOSED	0	580	-580	-100%	$10.5K	$0	-$10.5K	2024-07-31
Allworth Financial LP	CLOSED	0	262	-262	-100%	$4.8K	$0	-$4.8K	2024-07-24
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2024-07-23
Eudaimonia Partners, LLC	N/A	—	97,340	-97,340	-100%	$1.8M	—	—	—

Showing 64 of 64 institutions