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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

202 hedge funds and large institutions have $1.38B invested in First Trust North American Energy Infrastructure Fund in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 85 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+42
Holders Change %
+26.25%
% of All Funds
4.59%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.3%
New
58
Increased
85
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$387M
2
TA
2
Tiedemann Advisors
New York
$51.3M
3
UBS Group
3
UBS Group
Switzerland
$91.8M
4
Wells Fargo
4
Wells Fargo
California
$77.3M
5
MMA
5
Miracle Mile Advisors
California
$20.6M

Top Sellers

1
AA
1
Ancora Advisors
Ohio
$5.83M
2
JIP
2
Jaffetilchin Investment Partners
Florida
$3.62M
3
WI
3
WBI Investments
New Jersey
$0
4
PAG
4
Private Advisor Group
New Jersey
$904K
5
FWM
5
Frontier Wealth Management
Missouri
$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
51
Accurate Investment Solutions
Pennsylvania
$2.98M -$365K -14,844 -11%
AG
52
Advisor Group
Arizona
$2.81M +$244K +9,947 +10%
CCM
53
Colorado Capital Management
Colorado
$2.69M +$108K +4,403 +4%
ABTD
54
Arvest Bank Trust Division
Oklahoma
$2.63M +$2.63M +107,214 New
EIA
55
Eldridge Investment Advisors
New Hampshire
$2.55M +$2.55M +103,160 New
AP
56
Appleton Partners
Massachusetts
$2.54M +$188K +7,647 +8%
EVM
57
Eaton Vance Management
Massachusetts
$2.44M +$218K +8,876 +10%
KCM
58
Karp Capital Management
California
$2.41M -$136K -5,544 -5%
BEC
59
Blue Edge Capital
Virginia
$2.29M +$295K +12,026 +15%
FA
60
Forefront Analytics
Pennsylvania
$2.12M +$2.12M +86,284 New
NEPWA
61
New England Private Wealth Advisors
Massachusetts
$2.05M -$204K -8,319 -9%
CAN
62
Cetera Advisor Networks
California
$2.05M +$1.4M +57,295 +218%
FIM
63
Fernwood Investment Management
Massachusetts
$1.91M +$27K +1,100 +1%
IH
64
IFC Holdings
Florida
$1.85M +$986K +40,132 +113%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$1.83M +$1,000K +40,692 +121%
DWM
66
Darwin Wealth Management
Florida
$1.83M +$1.83M +74,387 New
FA
67
FDx Advisors
Illinois
$1.72M +$1.32M +53,890 +338%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$1.68M +$1.09M +44,300 +184%
IFWM
69
Institute for Wealth Management
Colorado
$1.63M +$1.63M +66,227 New
M
70
MOTCO
Texas
$1.51M +$719K +29,287 +91%
CPIG
71
Chicago Partners Investment Group
Illinois
$1.48M +$642K +26,150 +76%
GWM
72
Geneos Wealth Management
Colorado
$1.44M -$19.1K -777 -1%
FAAS
73
First Allied Advisory Services
California
$1.42M -$142K -5,824 -9%
CWSR
74
Chessman Wealth Strategies RIA
Texas
$1.4M +$1.4M +57,157 New
ST
75
Spinnaker Trust
Maine
$1.3M +$199K +8,110 +18%
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3
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