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 %
CPIG
76
Chicago Partners Investment Group
Illinois
$1.55M 67,783 +7,616 +13%
FIM
77
Fernwood Investment Management
Massachusetts
$1.45M 67,465 -1,000 -1%
NCM
78
Next Capital Management
New York
$1.44M 67,180 +67,180 New
BC
79
Brookfield Corp
Ontario, Canada
$1.3M 60,673 +60,673 New
BFG
80
Beacon Financial Group
Texas
$1.3M 61,267 -224,923 -79%
HFS
81
HL Financial Services
Kentucky
$1.16M 53,859 -1,137 -2%
ST
82
Spinnaker Trust
Maine
$1.15M 53,630 -5,422 -9%
BFEC
83
Benjamin F. Edwards & Company
Missouri
$1.09M 50,728 -12,904 -20%
UCFA
84
United Capital Financial Advisors
Texas
$1.08M 50,500 -9,520 -16%
CBFP
85
Cedar Brook Financial Partners
Ohio
$1.08M 50,416 +50,416 New
CA
86
Commerzbank Aktiengesellschaft
Germany
$1.07M 50,000 +50,000 New
SPIA
87
Steward Partners Investment Advisory
New York
$1.07M 49,969 -4,096 -8%
OAM
88
Occidental Asset Management
California
$1.06M 49,450 -316 -0.6%
BF
89
BOK Financial
Oklahoma
$1.03M 48,112 -13,167 -21%
GFPC
90
Global Financial Private Capital
Florida
$1.01M 47,173 -8,777 -16%
GFP
91
Gryphon Financial Partners
Ohio
$972K 45,311 +486 +1%
HCM
92
Hollencrest Capital Management
California
$934K 43,564 – –
PWPS
93
Pinnacle Wealth Planning Services
Ohio
$907K 42,278 +7,682 +22%
FA
94
FMA Advisory
Pennsylvania
$904K 42,145 -10,513 -20%
PNC
95
Park National Corp
Ohio
$872K 40,617 +16,556 +69%
WI
96
Wintrust Investments
Illinois
$851K 39,669 -10,803 -21%
IFWM
97
Institute for Wealth Management
Colorado
$847K 39,505 +2,697 +7%
DADC
98
D.A. Davidson & Co
Montana
$792K 36,937 -3,669 -9%
Jane Street
99
Jane Street
New York
$780K 36,350 -59,655 -62%
SWP
100
Stratos Wealth Partners
Ohio
$772K 36,007 -16,466 -31%
2 3
4
5 6