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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

235 hedge funds and large institutions have $1.31B invested in First Trust North American Energy Infrastructure Fund in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 93 reducing their positions, and 48 closing their positions.

Holders
235
Holders Change
-24
Holders Change %
-9.27%
% of All Funds
5.19%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.18%
New
28
Increased
83
Reduced
93
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$452M
2
WANY
2
Wealthspire Advisors (New York)
New York
$25.5M
3
SC
3
Savant Capital
Illinois
$13.7M
4
CAM
4
Cresset Asset Management
Illinois
$18.2M
5
ABC
5
Associated Banc-Corp
Wisconsin
$8.18M

Top Sellers

1
NEIRG
1
New England Investment & Retirement Group
Massachusetts
$25K
2
LA
2
LVW Advisors
New York
$0
3
AFA
3
Arlington Financial Advisors
California
$0
4
UBS Group
4
UBS Group
Switzerland
$36.6M
5
TA
5
Tiedemann Advisors
New York
$78.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCIM
26
Fairview Capital Investment Management
California
$8.2M +$525K +29,500 +7%
ABC
27
Associated Banc-Corp
Wisconsin
$8.18M +$7.79M +438,010 +2,035%
VWM
28
Venturi Wealth Management
Texas
$7.71M +$7.71M +433,439 New
ACG
29
Allen Capital Group
Nebraska
$6.87M +$1.18M +66,154 +21%
UB
30
UMB Bank
Missouri
$6.18M -$154K -8,656 -2%
FWM
31
Frontier Wealth Management
Missouri
$6.14M +$3.6M +202,106 +141%
BFA
32
Beaumont Financial Advisors
Massachusetts
$6.11M -$723K -40,647 -11%
Truist Financial
33
Truist Financial
North Carolina
$5.61M -$1.17M -65,573 -17%
FA
34
Forefront Analytics
Pennsylvania
$5.55M -$4.81M -270,520 -46%
Stifel Financial
35
Stifel Financial
Missouri
$5.49M +$817K +45,977 +17%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$5.42M -$8.33M -468,199 -61%
AAS
37
Avantax Advisory Services
Texas
$5.36M +$645K +36,263 +14%
PWPCM
38
Perella Weinberg Partners Capital Management
New York
$5.06M -$2.78M -156,363 -35%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$4.43M +$117K +6,578 +3%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$4.34M +$2.41M +135,321 +125%
QWM
41
QP Wealth Management
New Jersey
$4.27M +$1.12M +56,965 +36%
BFG
42
Beacon Financial Group
Texas
$4.24M -$40.2K -2,317 -0.9%
AA
43
Ancora Advisors
Ohio
$4.22M -$296K -16,660 -7%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$4.16M -$554K -31,122 -12%
MPWT
45
MassMutual Private Wealth & Trust
Connecticut
$4.11M +$3.74K +210 +0.1%
STB
46
S&T Bank
Pennsylvania
$3.92M +$1.33M +59,464 +52%
MML Investors Services
47
MML Investors Services
Massachusetts
$3.74M -$112K -6,321 -3%
JWA
48
JFS Wealth Advisors
Pennsylvania
$3.65M -$45.8K -2,572 -1%
MFG
49
Magnus Financial Group
New York
$3.54M +$223K +12,530 +7%
Osaic Holdings
50
Osaic Holdings
Arizona
$3.51M +$3.51M +200,158 New
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