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First Trust North American Energy Infrastructure Fund

131 hedge funds and large institutions have $1.02B invested in First Trust North American Energy Infrastructure Fund in 2016 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+13
Holders Change %
+11.02%
% of All Funds
3.5%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
21
Increased
56
Reduced
40
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
26
Colorado Capital Management
Colorado
$3.05M +$129K +5,102 +4%
NEPWA
27
New England Private Wealth Advisors
Massachusetts
$2.74M +$148K +5,828 +6%
BEC
28
Blue Edge Capital
Virginia
$2.7M -$45.1K -1,781 -2%
RW
29
Rand Wealth
Maryland
$2.61M -$158K -6,240 -6%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.56M -$383K -15,140 -13%
Stifel Financial
31
Stifel Financial
Missouri
$2.46M +$884K +34,994 +56%
SCM
32
Sterling Capital Management
North Carolina
$2.35M -$838K -33,098 -26%
AG
33
Advisor Group
Arizona
$2.03M -$154K -6,062 -7%
WCM
34
Weatherstone Capital Management
Colorado
$1.92M +$1.92M +75,647 New
GS
35
Girard Securities
California
$1.91M +$122K +4,804 +7%
SFG
36
SNS Financial Group
Minnesota
$1.87M +$213K +8,416 +13%
EVM
37
Eaton Vance Management
Massachusetts
$1.81M +$708K +27,977 +65%
CIA
38
Capital Investment Advisors
Georgia
$1.63M +$741K +29,261 +84%
GWM
39
Geneos Wealth Management
Colorado
$1.55M +$67.8K +2,678 +5%
FWM
40
Frontier Wealth Management
Missouri
$1.53M -$48.9K -1,932 -3%
FIM
41
Fernwood Investment Management
Massachusetts
$1.39M +$328K +12,936 +31%
MMA
42
Miracle Mile Advisors
California
$1.38M +$9.47K +374 +0.7%
ST
43
Spinnaker Trust
Maine
$1.35M +$556K +21,951 +70%
DWM
44
Darwin Wealth Management
Florida
$1.33M +$222K +8,768 +20%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$1.31M -$67.7K -2,673 -5%
WEC
46
Winslow Evans & Crocker
Massachusetts
$1.31M +$40.2K +1,586 +3%
BTS
47
BB&T Securities
Virginia
$1.27M +$145K +5,726 +13%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$1.26M +$1.26M +49,683 New
RIA
49
Regal Investment Advisors
Michigan
$1.25M -$104K -4,096 -8%
PAG
50
Private Advisor Group
New Jersey
$1.25M +$284K +11,510 +30%