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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

203 hedge funds and large institutions have $1.25B invested in First Trust North American Energy Infrastructure Fund in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 93 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
4.66%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.23%
New
23
Increased
93
Reduced
67
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$368M
2
TA
2
Tiedemann Advisors
New York
$61M
3
AAP
3
Arax Advisory Partners
Colorado
$7.56M
4
ACM
4
Aviance Capital Management
Florida
$16.1M
5
ACM
5
AlphaStar Capital Management
North Carolina
$3.65M

Top Sellers

1
MMA
1
Miracle Mile Advisors
California
$323K
2
BTS
2
BB&T Securities
Virginia
$9.64M
3
UBS Group
3
UBS Group
Switzerland
$72.9M
4
RJA
4
Raymond James & Associates
Florida
$6.58M
5
Wells Fargo
5
Wells Fargo
California
$64.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
51
Forefront Analytics
Pennsylvania
$2.85M +$959K +43,800 +51%
FWM
52
Frontier Wealth Management
Missouri
$2.82M +$1.66M +75,716 +143%
ABTD
53
Arvest Bank Trust Division
Oklahoma
$2.8M +$450K +20,534 +19%
WS
54
Wela Strategies
Georgia
$2.65M +$2.65M +121,081 New
KCM
55
Karp Capital Management
California
$2.64M +$493K +22,508 +23%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$2.6M +$1.1M +50,156 +73%
CCM
57
Colorado Capital Management
Colorado
$2.59M +$188K +8,595 +8%
SWP
58
Stratos Wealth Partners
Ohio
$2.51M -$223K -10,183 -8%
UCFA
59
United Capital Financial Advisors
Texas
$2.44M -$580K -26,507 -19%
AP
60
Appleton Partners
Massachusetts
$2.43M +$171K +7,830 +8%
PWA
61
Peterson Wealth Advisors
Utah
$2.4M +$1.5M +68,268 +165%
Jane Street
62
Jane Street
New York
$2.32M +$1.9M +86,621 +451%
EIA
63
Eldridge Investment Advisors
New Hampshire
$2.29M +$26.5K +1,209 +1%
PPA
64
Parametric Portfolio Associates
Washington
$2.28M +$1.79M +81,689 +364%
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$2.2M -$1.31M -59,750 -37%
Renaissance Technologies
66
Renaissance Technologies
New York
$2.17M +$1.97M +90,100 +1,012%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$2.12M +$461K +20,705 +28%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$2.06M +$2.06M +93,939 New
PAG
69
Private Advisor Group
New Jersey
$1.83M +$1.04M +47,383 +131%
AG
70
Advisor Group
Arizona
$1.75M -$755K -34,444 -30%
NEPWA
71
New England Private Wealth Advisors
Massachusetts
$1.69M -$136K -6,202 -7%
LJAC
72
L.J. Altfest & Co
New York
$1.69M +$1.51M +68,752 +814%
FIM
73
Fernwood Investment Management
Massachusetts
$1.68M -$22.3K -1,020 -1%
M
74
MOTCO
Texas
$1.66M +$315K +14,378 +23%
UR
75
USCA RIA
Texas
$1.62M +$771K +35,192 +91%
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3
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