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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

201 hedge funds and large institutions have $1.37B invested in First Trust North American Energy Infrastructure Fund in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 80 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
4.61%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.25%
New
21
Increased
80
Reduced
79
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$52.2M
2
TA
Tiedemann Advisors
New York
+$22.4M
3
GWS
Glassman Wealth Services
Virginia
+$4.6M
4
FIM
Frontier Investment Management
Texas
+$4M
5
AA
Ancora Advisors
Ohio
+$3.82M

Top Sellers

1
ACM
Aviance Capital Management
Florida
-$16.5M
2
HighTower Advisors
HighTower Advisors
Illinois
-$11.1M
3
UBS Group
UBS Group
Switzerland
-$9.93M
4
CL
Choreo LLC
Illinois
-$5.97M
5
KCM
Karp Capital Management
California
-$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
26
Beaumont Financial Advisors
Massachusetts
$9.25M -$764K -32,909 -8%
JWA
27
JFS Wealth Advisors
Pennsylvania
$9.03M -$289K -12,449 -3%
RJA
28
Raymond James & Associates
Florida
$8.99M +$2.01M +86,607 +29%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$8.69M +$195K +8,395 +2%
MA
30
MCF Advisors
Kentucky
$8.58M +$1.07M +46,102 +14%
FCIM
31
Fairview Capital Investment Management
California
$8.24M +$433K +18,660 +6%
MML Investors Services
32
MML Investors Services
Massachusetts
$7.59M +$1.59M +68,380 +26%
BFG
33
Beacon Financial Group
Texas
$6.84M -$103K -4,455 -1%
MPWT
34
MassMutual Private Wealth & Trust
Connecticut
$6.75M +$73.7K +3,175 +1%
WC
35
Whitnell & Co
Illinois
$5.19M +$448K +19,300 +9%
LNWWM
36
Laird Norton Wetherby Wealth Management
California
$4.74M -$15.2K -655 -0.3%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$4.52M -$315K -13,568 -7%
CCMG
38
Clark Capital Management Group
Pennsylvania
$4.44M +$485K +20,908 +12%
LA
39
LVW Advisors
New York
$4.22M +$3.74M +161,017 +778%
JIC
40
Johnson Investment Counsel
Ohio
$4.13M -$63.5K -2,735 -2%
Stifel Financial
41
Stifel Financial
Missouri
$4.02M -$183K -7,870 -4%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$4.01M -$188K -8,080 -4%
RW
43
Rand Wealth
Maryland
$3.89M -$572K -24,630 -13%
CL
44
Choreo LLC
Illinois
$3.71M -$5.97M -256,925 -62%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$3.71M -$536K -23,085 -13%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$3.67M +$153K +6,576 +4%
Citadel Advisors
47
Citadel Advisors
Florida
$3.59M +$3.59M +154,381 New
AIS
48
Accurate Investment Solutions
Pennsylvania
$3.5M +$271K +11,661 +8%
CAN
49
Cetera Advisor Networks
California
$3.42M -$1.05M -45,107 -23%
FA
50
Forefront Analytics
Pennsylvania
$3.34M +$321K +13,841 +11%
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