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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

160 hedge funds and large institutions have $1.05B invested in First Trust North American Energy Infrastructure Fund in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 11 closing their positions.

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
19
Increased
68
Reduced
58
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$344M
2
UBS Group
2
UBS Group
Switzerland
$64.6M
3
BTS
3
BB&T Securities
Virginia
$13.3M
4
FIM
4
Frontier Investment Management
Texas
$41.7M
5
MCWS
5
McKinley Carter Wealth Services
West Virginia
$10.4M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$7.93M
2
Bank of America
2
Bank of America
North Carolina
$68.6M
3
LPL Financial
3
LPL Financial
California
$20.4M
4
DWM
4
Darwin Wealth Management
Florida
$0
5
MA
5
MCF Advisors
Kentucky
$7.8M
Name Market Value Shares Shares
Change 		Shares
Change %
NEPWA
51
New England Private Wealth Advisors
Massachusetts
$2.28M 91,899 -18,133 -16%
EVM
52
Eaton Vance Management
Massachusetts
$2.24M 90,419 +6,314 +8%
GS
53
Girard Securities
California
$2.15M 86,559 -7,613 -8%
BEC
54
Blue Edge Capital
Virginia
$2.02M 81,294 -27,302 -25%
FIM
55
Fernwood Investment Management
Massachusetts
$1.9M 76,515 +4,197 +6%
WI
56
WBI Investments
New Jersey
$1.89M 76,277 +76,277 New
RW
57
Rand Wealth
Maryland
$1.87M 75,440 -335 -0.4%
FAAS
58
First Allied Advisory Services
California
$1.58M 64,059 +504 +0.8%
GWM
59
Geneos Wealth Management
Colorado
$1.48M 59,604 -4,349 -7%
SFG
60
SNS Financial Group
Minnesota
$1.11M 44,879 -3,561 -7%
ST
61
Spinnaker Trust
Maine
$1.11M 44,947 -1,249 -3%
NL
62
NWAM LLC
Washington
$1.05M 42,284 +676 +2%
AAP
63
Arax Advisory Partners
Colorado
$1.03M 41,443 +8,434 +26%
AI
64
Atria Investments
North Carolina
$1.02M 40,952 +3,434 +9%
ICOA
65
Investment Centers of America
North Dakota
$983K 39,803 +629 +2%
WI
66
Wintrust Investments
Illinois
$970K 39,093 -1,318 -3%
IH
67
IFC Holdings
Florida
$877K 35,359 -30,225 -46%
CPIG
68
Chicago Partners Investment Group
Illinois
$848K 34,201 +22,614 +195%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$837K 33,716 -20,657 -38%
TNBTD
70
Trustmark National Bank Trust Department
Mississippi
$806K 32,500 -7,300 -18%
M
71
MOTCO
Texas
$800K 32,245 +8,010 +33%
BRWA
72
B. Riley Wealth Advisors
Florida
$773K 31,155 -2,962 -9%
CA
73
Cetera Advisors
Colorado
$738K 29,694 -4,378 -13%
EDRH
74
Edmond de Rothschild Holding
Switzerland
$730K 29,450 +10,250 +53%
WEC
75
Winslow Evans & Crocker
Massachusetts
$726K 29,282 -32,724 -53%
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