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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 %
AC
76
Avestar Capital
New York
$1.42M +$1.33M +61,783 +1,545%
FA
77
FDx Advisors
Illinois
$1.37M -$164K -7,489 -11%
SPIA
78
Steward Partners Investment Advisory
New York
$1.35M +$215K +9,795 +19%
CA
79
Commerzbank Aktiengesellschaft
Germany
$1.31M +$1.31M +60,000 New
BFEC
80
Benjamin F. Edwards & Company
Missouri
$1.31M +$245K +11,203 +23%
BF
81
BOK Financial
Oklahoma
$1.26M +$265K +12,120 +27%
CWSR
82
Chessman Wealth Strategies RIA
Texas
$1.25M – – –
WI
83
Wintrust Investments
Illinois
$1.23M +$293K +13,382 +31%
GFPC
84
Global Financial Private Capital
Florida
$1.19M +$406K +18,554 +52%
ST
85
Spinnaker Trust
Maine
$1.18M +$18.8K +858 +2%
SWP
86
Strategic Wealth Partners
Ohio
$1.17M +$1.17M +53,581 New
FAAS
87
First Allied Advisory Services
California
$1.17M -$112K -5,103 -9%
FA
88
FMA Advisory
Pennsylvania
$1.09M +$97.9K +4,470 +10%
CPIG
89
Chicago Partners Investment Group
Illinois
$1.09M -$233K -10,647 -18%
IFWM
90
Institute for Wealth Management
Colorado
$1.06M -$435K -19,300 -29%
WWM
91
Wagner Wealth Management
South Carolina
$1.05M +$4.38K +200 +0.4%
TC
92
Telemus Capital
Michigan
$961K -$2.96K -135 -0.3%
HCM
93
Hollencrest Capital Management
California
$922K +$9.88K +451 +1%
NL
94
NWAM LLC
Washington
$866K -$105K -4,791 -11%
DADC
95
D.A. Davidson & Co
Montana
$863K +$240K +10,952 +38%
T
96
Thomaspartners
Massachusetts
$824K +$16.6K +760 +2%
OAM
97
Occidental Asset Management
California
$788K +$25.6K +1,167 +3%
M&T Bank
98
M&T Bank
New York
$656K -$126K -5,751 -16%
TNBTD
99
Trustmark National Bank Trust Department
Mississippi
$653K -$59.2K -2,700 -8%
IWP
100
Icon Wealth Partners
Texas
$627K -$277K -12,650 -31%
2 3
4
5 6