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First Trust North American Energy Infrastructure Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 69,530 | $2.4M | $3.06M | $663,742.99 | 27.68% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 110,668 | $3.22M | $4.9M | $1.68M | 52.11% |
| RR rosemary richard WCG Wealth Advisors LLC | 23,889 | $904,676.43 | $1.05M | $147,156.24 | 16.27% |
| YA Yinka Akinsola Blue Trust Inc. | 2,260 | $62,652.6 | $99,790.3 | $37,137.7 | 59.28% |
 Jeff Ameen Spire Wealth Management | 241 | $10,522.06 | $10,681.12 | $159.06 | 1.51% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 7,020 | $235,872 | $309,371.4 | $73,499.4 | 31.16% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 20,366 | $889,179.56 | $897,936.94 | $8,757.38 | 0.98% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 27,596 | $707,742.51 | $1.22M | $508,965.13 | 71.91% |
 Kimberly Cappellano Private Wealth Asset Management LLC | 183 | $7,990 | $8,070.3 | $80.3 | 1.01% |
 Brian G. Wade Ardent Capital Management Inc. | 5,870 | $209,265.5 | $258,808.3 | $49,542.8 | 23.67% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 6,000 | $227,492 | $263,220 | $35,728 | 15.71% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 792 | $29,993.04 | $34,760.88 | $4,767.84 | 15.9% |
| TP Thomas Pappas Cottonwood Capital Advisors LLC | 31,609 | $883,855.5 | $1.39M | $504,885.91 | 57.12% |
| DC Dominic Corabi Wedmont Private Capital | 12,646 | $451,321.44 | $559,522.27 | $108,200.83 | 23.97% |
| TJL Timothy J. Landolt Endowment Wealth Management Inc. | 6,238 | $170,372.21 | $274,066.53 | $103,694.32 | 60.86% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 53,288 | $2M | $2.34M | $339,977.44 | 17.02% |
 Craig Kurth PCG Wealth Advisors LLC | 56,614 | $1.62M | $2.49M | $867,023.9 | 53.51% |
| SS Seth Scher Matrix Private Capital Group LLC | 13,151 | $574,172.66 | $576,934.37 | $2,761.71 | 0.48% |
| WL William Liberti Wealth Effects LLC | 14,191 | $354,408.6 | $622,842.99 | $268,434.39 | 75.74% |
 M. Katherine Pieper Unionview LLC | 7,279 | $215,826.42 | $319,329.73 | $103,503.31 | 47.96% |
