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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

217 hedge funds and large institutions have $1.19B invested in First Trust North American Energy Infrastructure Fund in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 86 reducing their positions, and 23 closing their positions.

Holders
217
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
4.39%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
27
Increased
70
Reduced
86
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCFM
1
Clear Creek Financial Management
Washington
$39.2M
2
Bank of America
2
Bank of America
North Carolina
$69.7M
3
AO
3
Advisor OS
Illinois
$13.6M
4
WAM
4
Wealthspire Advisors (Maryland)
Maryland
$28.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$322M
2
Wells Fargo
2
Wells Fargo
California
$63M
3
AAP
3
Arax Advisory Partners
Colorado
$499K
4
UBS Group
4
UBS Group
Switzerland
$27.6M
5
SC
5
Savant Capital
Illinois
$7.77M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
26
Savant Capital
Illinois
$7.77M 408,035 -303,964 -43%
CG
27
Colony Group
Massachusetts
$7.53M 395,373 -56,476 -12%
AAS
28
Avantax Advisory Services
Texas
$7.27M 382,052 +61,744 +19%
UB
29
UMB Bank
Missouri
$7.12M 357,146 – –
Stifel Financial
30
Stifel Financial
Missouri
$6.95M 364,978 +47,860 +15%
FWM
31
Frontier Wealth Management
Missouri
$6.4M 336,038 -12,845 -4%
ACG
32
Allen Capital Group
Nebraska
$6.36M 314,182 -92,495 -23%
WANY
33
Wealthspire Advisors (New York)
New York
$6.28M 329,606 -21,702 -6%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$6.18M 324,635 -20,592 -6%
Truist Financial
35
Truist Financial
North Carolina
$6.02M 316,038 +1,778 +0.6%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$5.52M 289,864 +56,167 +24%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$5.42M 282,773 +91,812 +48%
PWPCM
38
Perella Weinberg Partners Capital Management
New York
$5.42M 284,478 – –
BFG
39
Beacon Financial Group
Texas
$4.66M 244,502 -7,289 -3%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$4.63M 243,242 -23,985 -9%
IF
41
Intrua Financial
Texas
$4.61M 218,471 -138,977 -39%
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
$4.6M 241,594 -305 -0.1%
MFG
43
Magnus Financial Group
New York
$4.12M 216,476 +11,181 +5%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$4.08M 214,367 -8,486 -4%
PWA
45
Peterson Wealth Advisors
Utah
$4.03M 211,706 +8,208 +4%
DCM
46
Disciplina Capital Management
Tennessee
$3.82M 200,748 +43,893 +28%
JWA
47
JFS Wealth Advisors
Pennsylvania
$3.82M 200,517 -3,498 -2%
BRWA
48
B. Riley Wealth Advisors
Florida
$3.79M 194,560 +30,222 +18%
EVM
49
Eaton Vance Management
Massachusetts
$3.7M 194,447 -16,000 -8%
AA
50
Ancora Advisors
Ohio
$3.34M 175,333 -45,655 -21%
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