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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

216 hedge funds and large institutions have $1.31B invested in First Trust North American Energy Infrastructure Fund in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 82 increasing their positions, 88 reducing their positions, and 36 closing their positions.

Holders
216
Holders Change
-19
Holders Change %
-8.09%
% of All Funds
4.44%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
19
Increased
82
Reduced
88
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
1
Tiedemann Advisors
New York
$97.1M
2
CAM
2
Cresset Asset Management
Illinois
$27.7M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.88M
4
GT
4
Glenview Trust
Kentucky
$20.7M
5
CIA
5
Capital Investment Advisors
Georgia
$36.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$370M
2
WANY
2
Wealthspire Advisors (New York)
New York
$7.01M
3
Bank of America
3
Bank of America
North Carolina
$53.2M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.21M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$8.97M -$816K -40,975 -8%
ACG
27
Allen Capital Group
Nebraska
$8.11M +$411K +20,608 +5%
FA
28
Forefront Analytics
Pennsylvania
$7.7M +$1.48M +74,434 +24%
IF
29
Intrua Financial
Texas
$7.61M +$7.61M +357,448 New
UB
30
UMB Bank
Missouri
$7.12M +$190K +9,507 +3%
WANY
31
Wealthspire Advisors (New York)
New York
$7.01M -$21.5M -1,080,200 -75%
FWM
32
Frontier Wealth Management
Missouri
$6.96M +$77.4K +3,881 +1%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$6.88M +$6.88M +345,227 New
BFA
34
Beaumont Financial Advisors
Massachusetts
$6.61M -$239K -11,978 -3%
AAS
35
Avantax Advisory Services
Texas
$6.39M +$380K +19,053 +6%
Stifel Financial
36
Stifel Financial
Missouri
$6.32M +$167K +8,373 +3%
Truist Financial
37
Truist Financial
North Carolina
$6.27M -$26.1K -1,310 -0.4%
PWPCM
38
Perella Weinberg Partners Capital Management
New York
$5.67M – – –
Baird Financial Group
39
Baird Financial Group
Wisconsin
$5.33M +$466K +23,378 +10%
BFG
40
Beacon Financial Group
Texas
$4.95M +$143K +7,303 +3%
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$4.82M +$220K +11,033 +5%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$4.66M +$837 +42 +0%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$4.44M -$525K -26,332 -11%
AA
44
Ancora Advisors
Ohio
$4.41M -$321K -16,074 -7%
Citadel Advisors
45
Citadel Advisors
Florida
$4.35M +$2.91M +145,723 +201%
MML Investors Services
46
MML Investors Services
Massachusetts
$4.21M +$14.7K +735 +0.3%
EVM
47
Eaton Vance Management
Massachusetts
$4.2M +$1.55M +77,893 +59%
MFG
48
Magnus Financial Group
New York
$4.09M +$121K +6,077 +3%
JWA
49
JFS Wealth Advisors
Pennsylvania
$4.07M -$25.3K -1,270 -0.6%
PWA
50
Peterson Wealth Advisors
Utah
$4.06M +$149K +7,464 +4%
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