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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

235 hedge funds and large institutions have $1.31B invested in First Trust North American Energy Infrastructure Fund in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 93 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-24
Holders Change %
-9.27%
% of All Funds
5.19%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.18%
New
28
Increased
83
Reduced
93
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$452M
2
WANY
Wealthspire Advisors (New York)
New York
$25.5M
3
SC
Savant Capital
Illinois
$13.7M
4
CAM
Cresset Asset Management
Illinois
$18.2M
5
ABC
Associated Banc-Corp
Wisconsin
$8.18M

Top Sellers

1
NEIRG
New England Investment & Retirement Group
Massachusetts
$25K
2
LA
LVW Advisors
New York
$0
3
AFA
Arlington Financial Advisors
California
$0
4
UBS Group
UBS Group
Switzerland
$36.6M
5
TA
Tiedemann Advisors
New York
$78.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
226
McIlrath & Eck
Washington
$1K – – –
BWM
227
BerganKDV Wealth Management
Minnesota
$1K – – –
AAM
228
Advisors Asset Management
Colorado
$1K – – –
AWM
229
AllSquare Wealth Management
New York
$1K – – –
CHA
230
Carmichael Hill & Associates
Maryland
$1K – – –
BHWM
231
Bay Harbor Wealth Management
Maryland
$1K +$1K +79 New
DWM
232
Darwin Wealth Management
Florida
$1K +$1K +105 New
LA
233
LVW Advisors
New York
– -$14.8M -579,140 Closed
AFA
234
Arlington Financial Advisors
California
– -$14.6M -571,614 Closed
RJFSA
235
Raymond James Financial Services Advisors
Florida
– -$11.2M -440,626 Closed
Jane Street
236
Jane Street
New York
– -$3.15M -123,700 Closed
SG
237
StoneX Group
New York
– -$1.96M -76,776 Closed
CA
238
Crumly & Associates
Illinois
– -$1.86M -72,932 Closed
HW
239
Hancock Whitney
Mississippi
– -$1.68M -65,798 Closed
SB
240
Strategic Blueprint
Georgia
– -$1.67M -65,561 Closed
ST
241
Spinnaker Trust
Maine
– -$1.53M -60,179 Closed
HCM
242
Hollencrest Capital Management
California
– -$1.11M -43,564 Closed
AC
243
Avestar Capital
New York
– -$1.08M -42,400 Closed
Qube Research & Technologies (QRT)
244
Qube Research & Technologies (QRT)
United Kingdom
– -$1.03M -40,527 Closed
RCYC
245
Richard C. Young & Co
Rhode Island
– -$977K -38,327 Closed
TW
246
Transform Wealth
Colorado
– -$603K -23,666 Closed
LA
247
LexAurum Advisors
Kansas
– -$571K -22,395 Closed
WA
248
Wealth Advisors
California
– -$527K -20,000 Closed
SW
249
SteelPeak Wealth
California
– -$457K -17,924 Closed
IAA
250
Independent Advisor Alliance
North Carolina
– -$455K -17,853 Closed
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