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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

118 hedge funds and large institutions have $748M invested in First Trust North American Energy Infrastructure Fund in 2016 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
118
Holders Change
+13
Holders Change %
+12.38%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
25
Increased
50
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$230M
2
UBS Group
2
UBS Group
Switzerland
$49.8M
3
Wells Fargo
3
Wells Fargo
California
$59.1M
4
JIP
4
Jaffetilchin Investment Partners
Florida
$3.65M
5
SCM
5
Sterling Capital Management
North Carolina
$3.11M

Top Sellers

1
GT
1
Glenmede Trust
Pennsylvania
$19.4M
2
LPL Financial
2
LPL Financial
California
$25.4M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$9.11M
4
ST
4
Spinnaker Trust
Maine
$773K
5
IFAM
5
Institutional & Family Asset Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
26
MassMutual Private Wealth & Trust
Connecticut
$3.37M +$904K +36,610 +37%
JWA
27
JFS Wealth Advisors
Pennsylvania
$3.22M +$567K +22,960 +21%
SCM
28
Sterling Capital Management
North Carolina
$3.11M +$3.11M +125,844 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.87M +$833K +33,761 +41%
CCM
30
Colorado Capital Management
Colorado
$2.84M +$159K +6,464 +6%
Citadel Advisors
31
Citadel Advisors
Florida
$2.77M +$2.77M +112,410 New
RW
32
Rand Wealth
Maryland
$2.69M +$36.2K +1,465 +1%
BEC
33
Blue Edge Capital
Virginia
$2.68M +$146K +5,903 +6%
NEPWA
34
New England Private Wealth Advisors
Massachusetts
$2.52M +$825K +33,448 +49%
AG
35
Advisor Group
Arizona
$2.12M +$2.12M +86,030 New
GS
36
Girard Securities
California
$1.75M +$65K +2,626 +4%
SFG
37
SNS Financial Group
Minnesota
$1.61M +$29.9K +1,213 +2%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$1.6M -$365K -14,781 -19%
Stifel Financial
39
Stifel Financial
Missouri
$1.54M +$637K +25,780 +71%
FWM
40
Frontier Wealth Management
Missouri
$1.54M – – –
GWM
41
Geneos Wealth Management
Colorado
$1.44M +$95.1K +3,855 +7%
MMA
42
Miracle Mile Advisors
California
$1.35M +$342K +13,684 +34%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.35M -$19.2K -777 -1%
RIA
44
Regal Investment Advisors
Michigan
$1.32M -$22.7K -919 -2%
WEC
45
Winslow Evans & Crocker
Massachusetts
$1.24M +$312K +12,640 +34%
FAAS
46
First Allied Advisory Services
California
$1.24M +$172K +7,003 +16%
BWM
47
BerganKDV Wealth Management
Minnesota
$1.14M -$1.14M -46,257 -50%
MFS
48
MSI Financial Services
Massachusetts
$1.11M +$513K +20,800 +86%
BTS
49
BB&T Securities
Virginia
$1.1M -$434K -17,589 -28%
DWM
50
Darwin Wealth Management
Florida
$1.08M +$1.08M +43,656 New
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