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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

154 hedge funds and large institutions have $955M invested in First Trust North American Energy Infrastructure Fund in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 47 reducing their positions, and 9 closing their positions.

Holders
154
Holders Change
+9
Holders Change %
+6.21%
% of All Funds
3.85%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
18
Increased
71
Reduced
47
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$78.9M
2
TA
2
Tiedemann Advisors
New York
$21.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$307M
4
JWA
4
JFS Wealth Advisors
Pennsylvania
$9.78M
5
ACM
5
Aviance Capital Management
Florida
$4.92M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$51.3M
2
Wells Fargo
2
Wells Fargo
California
$50.8M
3
VF
3
Virtu Financial
New York
$0
4
COPPSERS
4
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
26
Aviance Capital Management
Florida
$4.92M 200,589 +200,589 New
WC
27
Whitnell & Co
Illinois
$4.19M 170,547 +15,792 +10%
MML Investors Services
28
MML Investors Services
Massachusetts
$3.99M 162,508 +162,508 New
UCFA
29
United Capital Financial Advisors
Texas
$3.94M 160,522 +160,522 New
JIP
30
Jaffetilchin Investment Partners
Florida
$3.9M 158,643 -59,290 -27%
Stifel Financial
31
Stifel Financial
Missouri
$3.58M 146,175 +58,657 +67%
Betterment LLC
32
Betterment LLC
New York
$3.38M 137,509 +229 +0.2%
AIS
33
Accurate Investment Solutions
Pennsylvania
$3.3M 134,408 +134,408 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$3.26M 132,962 -20,806 -14%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$3.15M 128,342 +10,766 +9%
NEPWA
36
New England Private Wealth Advisors
Massachusetts
$2.7M 110,032 +762 +0.7%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$2.7M 110,023 +1,468 +1%
BEC
38
Blue Edge Capital
Virginia
$2.67M 108,596 +3,299 +3%
CCM
39
Colorado Capital Management
Colorado
$2.6M 105,729 -10,567 -9%
FCIM
40
Fairview Capital Investment Management
California
$2.59M 105,658 +42,520 +67%
KCM
41
Karp Capital Management
California
$2.57M 104,471 +1,444 +1%
PAG
42
Private Advisor Group
New Jersey
$2.56M 104,592 +4,599 +5%
AG
43
Advisor Group
Arizona
$2.38M 96,889 -42,485 -30%
FWM
44
Frontier Wealth Management
Missouri
$2.32M 94,531 +25,874 +38%
GS
45
Girard Securities
California
$2.32M 94,172 -955 -1%
AP
46
Appleton Partners
Massachusetts
$2.27M 92,473 +10,225 +12%
EVM
47
Eaton Vance Management
Massachusetts
$2.07M 84,105 +5,240 +7%
MMA
48
Miracle Mile Advisors
California
$1.99M 81,122 +6,325 +8%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.9M 77,421 -2,207 -3%
JPMPWA
50
J.P. Morgan Private Wealth Advisors
California
$1.86M 75,935 +25,952 +52%
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