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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

226 hedge funds and large institutions have $1.35B invested in First Trust North American Energy Infrastructure Fund in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 86 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-5
Holders Change %
-2.16%
% of All Funds
3.98%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
26
Increased
86
Reduced
71
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$83.3M
2
JIP
2
Jaffetilchin Investment Partners
Florida
$9.2M
3
CAM
3
Cresset Asset Management
Illinois
$58.1M
4
ABTD
4
Arvest Bank Trust Division
Oklahoma
$25.6M
5
LF
5
Lee Financial
Texas
$6.89M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$63.4M
2
VWM
2
Venturi Wealth Management
Texas
$1.87M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$21M
4
Truist Financial
4
Truist Financial
North Carolina
$941K
5
MA
5
MCF Advisors
Kentucky
$6.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
76
Keebeck Wealth Management
Illinois
$1.8M – – –
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$1.79M -$42.4K -1,859 -2%
PWPS
78
Pinnacle Wealth Planning Services
Ohio
$1.77M +$40.3K +1,837 +2%
FIM
79
Fernwood Investment Management
Massachusetts
$1.75M – – –
CCM
80
Colorado Capital Management
Colorado
$1.57M -$225K -9,848 -13%
PAG
81
Private Advisory Group
Washington
$1.55M +$405K +17,766 +35%
GM
82
GeoWealth Management
Illinois
$1.52M -$93.3K -4,096 -6%
PFS
83
Prospera Financial Services
Texas
$1.42M +$1.12M +49,101 +377%
DADC
84
D.A. Davidson & Co
Montana
$1.41M +$198K +8,679 +16%
IRC
85
Investors Research Corp
Georgia
$1.4M +$465K +20,390 +50%
KWM
86
Kingsview Wealth Management
Oregon
$1.35M -$78.8K -3,434 -6%
WP
87
WealthShield Partners
North Carolina
$1.33M +$1.33M +58,223 New
CAN
88
Cetera Advisor Networks
California
$1.24M +$24.7K +1,081 +2%
WI
89
Wintrust Investments
Illinois
$1.22M -$785K -34,421 -39%
Mariner
90
Mariner
Kansas
$1.21M -$52.2K -2,288 -4%
ACG
91
Allen Capital Group
Nebraska
$1.2M -$1.41M -61,996 -54%
SWM
92
Spire Wealth Management
Virginia
$1.15M +$1.15M +50,042 New
CAGAS
93
Capital Advisory Group Advisory Services
Minnesota
$1.12M +$11.3K +494 +1%
SCA
94
Snowden Capital Advisors
New York
$1.08M +$27.8K +1,218 +3%
AWM
95
Apollon Wealth Management
South Carolina
$1.03M -$172K -7,537 -14%
IAN
96
Integrated Advisors Network
Texas
$985K +$59.6K +2,613 +6%
FF
97
FourThought Financial
Florida
$966K +$450K +19,752 +87%
1IA
98
1834 Investment Advisors
Wisconsin
$945K +$494K +21,683 +110%
Truist Financial
99
Truist Financial
North Carolina
$941K -$6.15M -269,761 -87%
STB
100
S&T Bank
Pennsylvania
$905K -$854K -37,461 -49%
2 3
4
5 6