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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

216 hedge funds and large institutions have $1.56B invested in First Trust North American Energy Infrastructure Fund in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 23 closing their positions.

Holders
216
Holders Change
+7
Holders Change %
+3.35%
% of All Funds
4.74%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
31
Increased
78
Reduced
76
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWPCM
1
Perella Weinberg Partners Capital Management
New York
$12.3M
2
TA
2
Tiedemann Advisors
New York
$140M
3
ACG
3
Allen Capital Group
Nebraska
$6.77M
4
LA
4
LVW Advisors
New York
$15M
5
MFG
5
Magnus Financial Group
New York
$3.63M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$94.9M
2
UBS Group
2
UBS Group
Switzerland
$63.2M
3
JIC
3
Johnson Investment Counsel
Ohio
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$6.91M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
UR
76
USCA RIA
Texas
$1.65M -$88.8K -3,468 -5%
V
77
Veritable
Delaware
$1.56M +$1.56M +60,850 New
KWM
78
Kingsview Wealth Management
Oregon
$1.5M +$189K +7,367 +14%
M
79
MOTCO
Texas
$1.49M -$778K -30,436 -34%
ST
80
Spinnaker Trust
Maine
$1.47M +$22.7K +886 +2%
DCM
81
Disciplina Capital Management
Tennessee
$1.45M +$460K +17,995 +46%
1NWS
82
1 North Wealth Services
Maryland
$1.44M +$1.44M +56,394 New
SPIA
83
Steward Partners Investment Advisory
New York
$1.35M +$51.6K +2,015 +4%
SMG
84
Smart Money Group
Texas
$1.34M -$2.28K -89 -0.2%
PWPS
85
Pinnacle Wealth Planning Services
Ohio
$1.33M +$351K +17,109 +36%
NWM
86
Northwest Wealth Management
Iowa
$1.32M +$240K +9,372 +22%
SCA
87
Snowden Capital Advisors
New York
$1.3M +$66.6K +2,604 +5%
WI
88
Wintrust Investments
Illinois
$1.25M -$2.2K -86 -0.2%
CBFP
89
Cedar Brook Financial Partners
Ohio
$1.24M -$52.7K -2,060 -4%
GFP
90
Gryphon Financial Partners
Ohio
$1.18M +$9.85K +385 +0.8%
SSB
91
Sandy Spring Bank
Maryland
$1.17M +$559K +21,857 +92%
UCFA
92
United Capital Financial Advisors
Texas
$1.14M -$1.64K -64 -0.1%
AC
93
Avestar Capital
New York
$1.13M -$152K -5,950 -12%
HCM
94
Hollencrest Capital Management
California
$1.12M – – –
DADC
95
D.A. Davidson & Co
Montana
$1.05M -$97.9K -3,826 -9%
NCM
96
Next Capital Management
New York
$1.05M -$187K -7,311 -15%
GWS
97
Glassman Wealth Services
Virginia
$1.01M – – –
IA
98
IFP Advisors
Florida
$953K +$953K +37,172 New
FA
99
FMA Advisory
Pennsylvania
$951K -$10.8K -424 -1%
RCG
100
Ruggie Capital Group
Florida
$950K +$950K +37,114 New
2 3
4
5 6