EMLP icon

First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

235 hedge funds and large institutions have $1.31B invested in First Trust North American Energy Infrastructure Fund in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 93 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-24
Holders Change %
-9.27%
% of All Funds
5.19%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.18%
New
28
Increased
83
Reduced
93
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$452M
2
WANY
2
Wealthspire Advisors (New York)
New York
$25.5M
3
SC
3
Savant Capital
Illinois
$13.7M
4
CAM
4
Cresset Asset Management
Illinois
$18.2M
5
ABC
5
Associated Banc-Corp
Wisconsin
$8.18M

Top Sellers

1
NEIRG
1
New England Investment & Retirement Group
Massachusetts
$25K
2
LA
2
LVW Advisors
New York
$0
3
AFA
3
Arlington Financial Advisors
California
$0
4
UBS Group
4
UBS Group
Switzerland
$36.6M
5
TA
5
Tiedemann Advisors
New York
$78.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
76
First Heartland Consultants
Missouri
$1.34M +$302K +16,959 +29%
Citadel Advisors
77
Citadel Advisors
Florida
$1.29M +$1.29M +72,531 New
WI
78
Wintrust Investments
Illinois
$1.25M -$168K -9,447 -12%
WS
79
Wela Strategies
Georgia
$1.2M +$29.6K +1,663 +3%
SSB
80
Sandy Spring Bank
Maryland
$1.13M +$181K +10,165 +19%
22CM
81
20/20 Capital Management
California
$1.06M -$127K -6,426 -11%
PWPS
82
Pinnacle Wealth Planning Services
Ohio
$1.04M +$189K +12,551 +22%
DCM
83
Disciplina Capital Management
Tennessee
$1.02M – – –
M
84
MOTCO
Texas
$1.01M -$4.68K -263 -0.5%
FIA
85
Foundations Investment Advisors
Arizona
$1.01M -$1.01M -60,151 -50%
UR
86
USCA RIA
Texas
$941K -$238K -13,362 -20%
SMG
87
Smart Money Group
Texas
$935K +$18K +1,013 +2%
SCA
88
Snowden Capital Advisors
New York
$925K -$9.57K -538 -1%
SPIA
89
Steward Partners Investment Advisory
New York
$901K -$137K -7,682 -13%
M&T Bank
90
M&T Bank
New York
$881K +$881K +49,531 New
1W
91
1776 Wealth
Georgia
$871K +$383K +17,350 +79%
FAAS
92
First Allied Advisory Services
California
$859K +$188K +10,591 +28%
BCI
93
Brinker Capital Investments
Pennsylvania
$846K +$826K +46,462 +4,232%
GFP
94
Gryphon Financial Partners
Ohio
$839K +$10.9K +615 +1%
CBFP
95
Cedar Brook Financial Partners
Ohio
$779K -$59.5K -3,347 -7%
DADC
96
D.A. Davidson & Co
Montana
$770K +$1.21K +68 +0.2%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$749K +$749K +42,105 New
UCFA
98
United Capital Financial Advisors
Texas
$729K -$33.9K -1,908 -4%
WP
99
WealthPLAN Partners
Nebraska
$721K +$77.5K +3,953 +12%
AIFAIM
100
American Institute for Advanced Investment Management
Arizona
$720K +$127K +7,138 +21%
2 3
4
5 6