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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

203 hedge funds and large institutions have $1.25B invested in First Trust North American Energy Infrastructure Fund in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 93 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
4.66%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.23%
New
23
Increased
93
Reduced
67
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$368M
2
TA
2
Tiedemann Advisors
New York
$61M
3
AAP
3
Arax Advisory Partners
Colorado
$7.56M
4
ACM
4
Aviance Capital Management
Florida
$16.1M
5
ACM
5
AlphaStar Capital Management
North Carolina
$3.65M

Top Sellers

1
MMA
1
Miracle Mile Advisors
California
$323K
2
BTS
2
BB&T Securities
Virginia
$9.64M
3
UBS Group
3
UBS Group
Switzerland
$72.9M
4
RJA
4
Raymond James & Associates
Florida
$6.58M
5
Wells Fargo
5
Wells Fargo
California
$64.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$8.02M -$2.13M -97,186 -21%
HFA
27
Huber Financial Advisors
Illinois
$7.68M +$1.92M +87,528 +33%
AAP
28
Arax Advisory Partners
Colorado
$7.56M +$6.64M +303,034 +717%
FCIM
29
Fairview Capital Investment Management
California
$7.37M +$1.35M +61,445 +22%
MA
30
MCF Advisors
Kentucky
$7.08M +$356K +16,258 +5%
RJA
31
Raymond James & Associates
Florida
$6.58M -$5.83M -266,064 -47%
BFG
32
Beacon Financial Group
Texas
$6.55M +$1.32M +60,391 +25%
MPWT
33
MassMutual Private Wealth & Trust
Connecticut
$6.3M -$88.8K -4,055 -1%
MML Investors Services
34
MML Investors Services
Massachusetts
$5.66M +$430K +19,624 +8%
AA
35
Ancora Advisors
Ohio
$5.27M +$65.6K +2,997 +1%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$4.56M +$557K +25,454 +14%
LNWWM
37
Laird Norton Wetherby Wealth Management
California
$4.49M +$2.43K +111 +0.1%
WC
38
Whitnell & Co
Illinois
$4.47M +$197K +8,992 +5%
EVM
39
Eaton Vance Management
Massachusetts
$4.35M +$2.18M +99,295 +100%
CAN
40
Cetera Advisor Networks
California
$4.22M +$2.39M +109,066 +131%
RW
41
Rand Wealth
Maryland
$4.21M -$400K -18,283 -9%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$4M +$30K +1,369 +0.8%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$3.96M -$695K -31,722 -15%
JIC
44
Johnson Investment Counsel
Ohio
$3.96M -$1.55M -70,688 -28%
Stifel Financial
45
Stifel Financial
Missouri
$3.95M -$146K -6,665 -4%
CCMG
46
Clark Capital Management Group
Pennsylvania
$3.73M +$512K +23,373 +16%
ACM
47
AlphaStar Capital Management
North Carolina
$3.65M +$3.65M +166,854 New
Betterment LLC
48
Betterment LLC
New York
$3.41M +$159K +7,010 +5%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$3.32M -$1.22M -55,869 -27%
AIS
50
Accurate Investment Solutions
Pennsylvania
$3.05M +$396K +18,081 +15%
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