EMLP icon

First Trust North American Energy Infrastructure Fund

202 hedge funds and large institutions have $1.38B invested in First Trust North American Energy Infrastructure Fund in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 85 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+42
Holders Change %
+26.25%
% of All Funds
4.59%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.3%
New
58
Increased
85
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
26
JFS Wealth Advisors
Pennsylvania
$10.5M +$570K +23,207 +6%
AFA
27
Arlington Financial Advisors
California
$9.57M +$9.57M +384,325 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$7.68M +$1.51M +61,517 +24%
MA
29
MCF Advisors
Kentucky
$7.55M -$177K -7,217 -2%
MPWT
30
MassMutual Private Wealth & Trust
Connecticut
$7.16M +$241K +9,830 +3%
FCIM
31
Fairview Capital Investment Management
California
$6.75M +$3.65M +148,425 +117%
HFA
32
Huber Financial Advisors
Illinois
$6.46M +$6.46M +263,206 New
JIC
33
Johnson Investment Counsel
Ohio
$6.18M -$259K -10,567 -4%
MML Investors Services
34
MML Investors Services
Massachusetts
$5.87M +$411K +16,728 +8%
BFG
35
Beacon Financial Group
Texas
$5.86M +$5.86M +238,683 New
AA
36
Ancora Advisors
Ohio
$5.83M -$2.76M -112,237 -32%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$5.22M -$428K -17,420 -8%
RW
38
Rand Wealth
Maryland
$5.17M +$3.32M +135,058 +179%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$5.1M +$1.04M +42,449 +26%
LNWWM
40
Laird Norton Wetherby Wealth Management
California
$5.03M +$2.7K +110 +0.1%
WC
41
Whitnell & Co
Illinois
$4.8M +$219K +8,925 +5%
Stifel Financial
42
Stifel Financial
Missouri
$4.59M +$306K +12,469 +7%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$4.49M +$2.08M +84,646 +86%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$4.45M +$2.19M +89,209 +97%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$3.94M +$1.27M +51,854 +48%
JIP
46
Jaffetilchin Investment Partners
Florida
$3.62M -$2.55M -103,760 -41%
CCMG
47
Clark Capital Management Group
Pennsylvania
$3.61M +$295K +12,006 +9%
Betterment LLC
48
Betterment LLC
New York
$3.51M +$135K +5,481 +4%
UCFA
49
United Capital Financial Advisors
Texas
$3.39M -$524K -21,332 -13%
SWP
50
Stratos Wealth Partners
Ohio
$3.06M +$2.48M +100,783 +420%