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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

145 hedge funds and large institutions have $928M invested in First Trust North American Energy Infrastructure Fund in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
–
Holders Change %
0%
% of All Funds
3.62%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.1%
New
15
Increased
69
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
1
Tiedemann Advisors
New York
$12.7M
2
FIM
2
Frontier Investment Management
Texas
$30.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$306M
4
RJA
4
Raymond James & Associates
Florida
$11.7M
5
Bank of America
5
Bank of America
North Carolina
$59.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$60.1M
2
MBT
2
Montecito Bank & Trust
California
$0
3
UBS Group
3
UBS Group
Switzerland
$61M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.5M
5
WCM
5
Weatherstone Capital Management
Colorado
$482K
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
26
JFS Wealth Advisors
Pennsylvania
$4.64M – – –
WC
27
Whitnell & Co
Illinois
$3.92M +$1.77M +69,840 +82%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$3.89M -$2.25M -88,916 -37%
AG
29
Advisor Group
Arizona
$3.53M +$1.28M +50,762 +57%
Betterment LLC
30
Betterment LLC
New York
$3.47M -$243K -9,623 -7%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$2.98M +$339K +13,398 +13%
CCM
32
Colorado Capital Management
Colorado
$2.94M -$97.5K -3,855 -3%
VF
33
Virtu Financial
New York
$2.83M +$2.83M +111,721 New
NEPWA
34
New England Private Wealth Advisors
Massachusetts
$2.77M +$17.9K +707 +0.7%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$2.75M -$1.31M -51,614 -32%
BEC
36
Blue Edge Capital
Virginia
$2.66M +$103K +4,068 +4%
KCM
37
Karp Capital Management
California
$2.61M +$38.6K +1,526 +2%
PAG
38
Private Advisor Group
New Jersey
$2.53M +$1.19M +47,025 +89%
GS
39
Girard Securities
California
$2.41M +$238K +9,388 +11%
COPPSERS
40
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.35M +$2.35M +92,710 New
Jane Street
41
Jane Street
New York
$2.23M +$1.79M +70,868 +408%
Stifel Financial
42
Stifel Financial
Missouri
$2.21M -$596K -23,573 -21%
AP
43
Appleton Partners
Massachusetts
$2.08M +$2.08M +82,248 New
RW
44
Rand Wealth
Maryland
$2.06M -$634K -25,048 -24%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$2.02M +$789K +31,193 +64%
SS
46
Simplicity Solutions
Minnesota
$2.02M +$1.39M +54,943 +222%
EVM
47
Eaton Vance Management
Massachusetts
$2M +$194K +7,686 +11%
MMA
48
Miracle Mile Advisors
California
$1.89M +$307K +12,119 +19%
DWM
49
Darwin Wealth Management
Florida
$1.88M +$70.2K +2,776 +4%
FIM
50
Fernwood Investment Management
Massachusetts
$1.8M +$73.1K +2,890 +4%
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