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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

201 hedge funds and large institutions have $1.37B invested in First Trust North American Energy Infrastructure Fund in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 80 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
4.61%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.25%
New
21
Increased
80
Reduced
79
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$52.2M
2
TA
Tiedemann Advisors
New York
+$22.4M
3
GWS
Glassman Wealth Services
Virginia
+$4.6M
4
FIM
Frontier Investment Management
Texas
+$4M
5
AA
Ancora Advisors
Ohio
+$3.82M

Top Sellers

1
ACM
Aviance Capital Management
Florida
-$16.5M
2
HighTower Advisors
HighTower Advisors
Illinois
-$11.1M
3
UBS Group
UBS Group
Switzerland
-$9.93M
4
CL
Choreo LLC
Illinois
-$5.97M
5
KCM
Karp Capital Management
California
-$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
51
Betterment LLC
New York
$3.16M -$320K -13,795 -9%
ACM
52
AlphaStar Capital Management
North Carolina
$3.13M -$744K -32,051 -19%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$3.02M +$264K +11,382 +10%
FWM
54
Frontier Wealth Management
Missouri
$3.01M +$26.7K +1,149 +0.9%
ABTD
55
Arvest Bank Trust Division
Oklahoma
$2.96M -$2.81K -121 -0.1%
WS
56
Wela Strategies
Georgia
$2.93M +$119K +5,131 +4%
SWP
57
Stratos Wealth Partners
Ohio
$2.86M +$202K +8,711 +8%
AG
58
Advisor Group
Arizona
$2.85M +$996K +42,902 +54%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$2.82M +$614K +26,442 +28%
CCM
60
Colorado Capital Management
Colorado
$2.81M +$68.5K +2,949 +2%
AP
61
Appleton Partners
Massachusetts
$2.7M +$123K +5,305 +5%
PWA
62
Peterson Wealth Advisors
Utah
$2.66M +$115K +4,953 +5%
EVM
63
Eaton Vance Management
Massachusetts
$2.54M -$2.07M -89,052 -45%
PPA
64
Parametric Portfolio Associates
Washington
$2.54M +$120K +5,150 +5%
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$2.2M – – –
LJAC
66
L.J. Altfest & Co
New York
$2.15M +$361K +15,550 +20%
M
67
MOTCO
Texas
$2.04M +$274K +11,798 +16%
UR
68
USCA RIA
Texas
$2.01M +$296K +12,734 +17%
FIM
69
Fernwood Investment Management
Massachusetts
$1.77M -$11.6K -500 -0.7%
UCFA
70
United Capital Financial Advisors
Texas
$1.74M -$852K -36,687 -33%
WI
71
Wintrust Investments
Illinois
$1.64M +$332K +14,281 +25%
AC
72
Avestar Capital
New York
$1.57M +$59K +2,577 +4%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$1.5M +$106K +4,545 +8%
BF
74
BOK Financial
Oklahoma
$1.39M +$54.2K +2,336 +4%
Jane Street
75
Jane Street
New York
$1.38M -$1.08M -46,381 -44%
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