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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 %
NEPWA
76
New England Private Wealth Advisors
Massachusetts
$1.37M -$431K -18,555 -24%
GFPC
77
Global Financial Private Capital
Florida
$1.35M +$87.9K +3,786 +7%
SPIA
78
Steward Partners Investment Advisory
New York
$1.32M -$107K -4,612 -8%
CWSR
79
Chessman Wealth Strategies RIA
Texas
$1.29M -$38.6K -1,660 -3%
DADC
80
D.A. Davidson & Co
Montana
$1.28M +$364K +15,666 +40%
ST
81
Spinnaker Trust
Maine
$1.27M +$21.9K +943 +2%
FIA
82
Foundations Investment Advisors
Arizona
$1.23M +$1.23M +52,825 New
FA
83
FMA Advisory
Pennsylvania
$1.19M +$32.3K +1,391 +3%
CPIG
84
Chicago Partners Investment Group
Illinois
$1.16M +$10.2K +439 +0.9%
WWM
85
Wagner Wealth Management
South Carolina
$1.12M +$2.07K +89 +0.2%
TC
86
Telemus Capital
Michigan
$1.02M -$1.74K -75 -0.2%
PAG
87
Private Advisor Group
New Jersey
$992K -$944K -40,813 -49%
HCM
88
Hollencrest Capital Management
California
$989K +$11.1K +479 +1%
IFWM
89
Institute for Wealth Management
Colorado
$969K -$121K -5,227 -11%
CSIA
90
Charles Schwab Investment Advisory
California
$914K +$914K +39,350 New
FAAS
91
First Allied Advisory Services
California
$884K -$354K -15,191 -29%
GWM
92
Geneos Wealth Management
Colorado
$881K +$615K +26,303 +231%
OAM
93
Occidental Asset Management
California
$862K +$26.2K +1,129 +3%
RCG
94
Ruggie Capital Group
Florida
$840K +$178K +7,663 +27%
NL
95
NWAM LLC
Washington
$808K -$110K -4,755 -12%
NWM
96
Northwest Wealth Management
Iowa
$767K +$105K +4,524 +16%
PWPS
97
Pinnacle Wealth Planning Services
Ohio
$709K +$145K +6,264 +26%
SPC
98
Sigma Planning Corp
Michigan
$702K +$53.4K +2,302 +8%
IWP
99
Icon Wealth Partners
Texas
$640K -$25.6K -1,100 -4%
HW
100
Hancock Whitney
Mississippi
$621K +$621K +26,723 New
2 3
4
5 6