EMLP icon

First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

218 hedge funds and large institutions have $1.23B invested in First Trust North American Energy Infrastructure Fund in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 69 increasing their positions, 83 reducing their positions, and 29 closing their positions.

Holders
218
Holders Change
+14
Holders Change %
+6.86%
% of All Funds
4.86%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.27%
New
45
Increased
69
Reduced
83
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LJAC
1
L.J. Altfest & Co
New York
$23.7M
2
TA
2
Tiedemann Advisors
New York
$101M
3
PWPCM
3
Perella Weinberg Partners Capital Management
New York
$10.3M
4
ABTD
4
Arvest Bank Trust Division
Oklahoma
$11.7M
5
WAM
5
Wealthspire Advisors (Maryland)
Maryland
$29.9M

Top Sellers

1
GWS
1
Glassman Wealth Services
Virginia
$1.99M
2
AA
2
Advisory Alpha
Michigan
$0
3
MCWS
3
McKinley Carter Wealth Services
West Virginia
$1.91M
4
Morgan Stanley
4
Morgan Stanley
New York
$348M
5
FIM
5
Frontier Investment Management
Texas
$46.3M
Name Market Value Shares Shares
Change 		Shares
Change %
PWA
51
Peterson Wealth Advisors
Utah
$2.96M 138,012 +16,619 +14%
AIS
52
Accurate Investment Solutions
Pennsylvania
$2.82M 131,223 -20,539 -14%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$2.81M 131,059 -21,379 -14%
Betterment LLC
54
Betterment LLC
New York
$2.73M 127,108 -3,980 -3%
BWCS
55
Beirne Wealth Consulting Services
Connecticut
$2.7M 125,649 +125,649 New
WS
56
Wela Strategies
Georgia
$2.59M 120,794 -1,817 -1%
CL
57
Choreo LLC
Illinois
$2.48M 115,784 -9,687 -8%
AP
58
Appleton Partners
Massachusetts
$2.47M 114,902 -1,462 -1%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$2.41M 112,099 -40,338 -26%
PPA
60
Parametric Portfolio Associates
Washington
$2.38M 110,744 -10,239 -8%
ACM
61
AlphaStar Capital Management
North Carolina
$2.37M 110,691 -8,870 -7%
EVM
62
Eaton Vance Management
Massachusetts
$2.35M 109,538 – –
CCM
63
Colorado Capital Management
Colorado
$2.24M 104,283 -3,968 -4%
HW
64
Hancock Whitney
Mississippi
$2.2M 102,410 +20,515 +25%
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$2.02M 93,762 +6,093 +7%
GWS
66
Glassman Wealth Services
Virginia
$1.99M 92,601 -1,683,932 -95%
SWA
67
Stratos Wealth Advisors
Ohio
$1.94M 90,271 +90,271 New
MCWS
68
McKinley Carter Wealth Services
West Virginia
$1.91M 89,164 -374,084 -81%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$1.91M 89,033 -213,121 -71%
UR
70
USCA RIA
Texas
$1.89M 88,002 -2,407 -3%
M
71
MOTCO
Texas
$1.87M 87,384 -8,827 -9%
FIA
72
Foundations Investment Advisors
Arizona
$1.77M 74,790 +11,595 +18%
RCG
73
Ruggie Capital Group
Florida
$1.73M 80,681 +46,068 +133%
RA
74
RFG Advisory
Alabama
$1.66M 77,581 +66,307 +588%
AC
75
Avestar Capital
New York
$1.63M 76,858 +6,522 +9%
1 2
3
4 5