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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

259 hedge funds and large institutions have $1.78B invested in First Trust North American Energy Infrastructure Fund in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 15 closing their positions.

Holders
259
Holders Change
+43
Holders Change %
+19.91%
% of All Funds
5.11%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
59
Increased
104
Reduced
67
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$459M
2
Wells Fargo
2
Wells Fargo
California
$112M
3
Bank of America
3
Bank of America
North Carolina
$85M
4
CG
4
Colony Group
Massachusetts
$11.9M
5
Truist Financial
5
Truist Financial
North Carolina
$9.72M

Top Sellers

1
WAM
1
Wealthspire Advisors (Maryland)
Maryland
$32.4M
2
ABTD
2
Arvest Bank Trust Division
Oklahoma
$16.5M
3
TA
3
Tiedemann Advisors
New York
$131M
4
SWA
4
Stratos Wealth Advisors
Ohio
$0
5
GT
5
Glenmede Trust
Pennsylvania
$34.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
76
Colorado Capital Management
Colorado
$2.54M 99,656 -2,552 -2%
RA
77
RFG Advisory
Alabama
$2.51M 98,614 +68,587 +228%
SIA
78
Soltis Investment Advisors
Utah
$2.51M 98,613 +98,613 New
PPA
79
Parametric Portfolio Associates
Washington
$2.31M 90,438 -4,310 -5%
CPIG
80
Chicago Partners Investment Group
Illinois
$2.21M 84,434 +7,025 +9%
KWM
81
Keebeck Wealth Management
Illinois
$2.07M 81,345 +81,345 New
FIM
82
Fernwood Investment Management
Massachusetts
$2.04M 80,080 – –
WI
83
Wintrust Investments
Illinois
$2.04M 79,939 +31,291 +64%
SG
84
StoneX Group
New York
$1.96M 76,776 +76,776 New
LTFS
85
Ladenburg Thalmann Financial Services
Florida
$1.87M 73,570 -25,640 -26%
CA
86
Crumly & Associates
Illinois
$1.86M 72,932 +72,932 New
KWM
87
Kingsview Wealth Management
Oregon
$1.85M 72,403 +13,989 +24%
UR
88
USCA RIA
Texas
$1.69M 66,279 +1,772 +3%
WS
89
Wela Strategies
Georgia
$1.68M 65,814 -1,109 -2%
HW
90
Hancock Whitney
Mississippi
$1.68M 65,798 +33,828 +106%
SB
91
Strategic Blueprint
Georgia
$1.67M 65,561 -343 -0.5%
22CM
92
20/20 Capital Management
California
$1.55M 59,943 +59,943 New
ST
93
Spinnaker Trust
Maine
$1.53M 60,179 +2,788 +5%
1NWS
94
1 North Wealth Services
Maryland
$1.51M 59,240 +2,846 +5%
FHC
95
First Heartland Consultants
Missouri
$1.49M 58,327 -34,434 -37%
SPIA
96
Steward Partners Investment Advisory
New York
$1.49M 58,338 +5,422 +10%
DCM
97
Disciplina Capital Management
Tennessee
$1.46M 57,195 +420 +0.7%
M
98
MOTCO
Texas
$1.45M 56,952 -1,420 -2%
PWPS
99
Pinnacle Wealth Planning Services
Ohio
$1.44M 56,368 -8,331 -13%
SSB
100
Sandy Spring Bank
Maryland
$1.36M 53,176 +7,437 +16%
2 3
4
5 6