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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

229 hedge funds and large institutions have $1.45B invested in First Trust North American Energy Infrastructure Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 88 increasing their positions, 84 reducing their positions, and 17 closing their positions.

Holders
229
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
4.02%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
16
Increased
88
Reduced
84
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
1
Mariner
Kansas
$23.5M
2
CAM
2
Cresset Asset Management
Illinois
$79.9M
3
GT
3
Glenmede Trust
Pennsylvania
$31.5M
4
SMG
4
Spectrum Management Group
Indiana
$7.48M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$8.21M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$85.3M
2
Bank of America
2
Bank of America
North Carolina
$78.8M
3
PWA
3
Peterson Wealth Advisors
Utah
$1M
4
RJA
4
Raymond James & Associates
Florida
$8.56M
5
GM
5
GeoWealth Management
Illinois
$336K
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
76
Parametric Portfolio Associates
Washington
$1.89M -$190K -8,018 -9%
KWM
77
Keebeck Wealth Management
Illinois
$1.87M – – –
CA
78
Crumly & Associates
Illinois
$1.83M +$429K +18,124 +31%
FIM
79
Fernwood Investment Management
Massachusetts
$1.81M -$4.73K -200 -0.3%
PFS
80
Prospera Financial Services
Texas
$1.71M +$208K +8,798 +14%
AFM
81
Andesa Financial Management
Pennsylvania
$1.68M -$1.9M -80,293 -53%
SWA
82
Stratos Wealth Advisors
Ohio
$1.66M -$145K -6,132 -8%
DADC
83
D.A. Davidson & Co
Montana
$1.61M -$14.7K -621 -0.9%
SCA
84
Snowden Capital Advisors
New York
$1.58M +$39.7K +1,676 +3%
CCM
85
Colorado Capital Management
Colorado
$1.48M -$139K -5,857 -9%
KWM
86
Kingsview Wealth Management
Oregon
$1.44M -$34.2K -1,443 -2%
Citadel Advisors
87
Citadel Advisors
Florida
$1.39M +$1.39M +58,523 New
TA
88
Tectonic Advisors
Texas
$1.35M – – –
CAGAS
89
Capital Advisory Group Advisory Services
Minnesota
$1.3M +$64.5K +2,724 +5%
KA
90
Kovack Advisors
Florida
$1.29M +$38.1K +1,609 +3%
AC
91
Apella Capital
Connecticut
$1.24M -$1.5M -63,554 -55%
SPC
92
Sigma Planning Corp
Michigan
$1.23M -$45.2K -1,908 -4%
AWM
93
Apollon Wealth Management
South Carolina
$1.23M +$32.5K +1,373 +3%
KAS
94
Kestra Advisory Services
Texas
$1.17M +$683K +28,841 +139%
SWM
95
Spire Wealth Management
Virginia
$1.14M -$137K -5,791 -11%
VWM
96
Venturi Wealth Management
Texas
$1.07M -$365K -15,422 -25%
CS
97
Credit Suisse
Switzerland
$1.07M – – –
IAN
98
Integrated Advisors Network
Texas
$1.03M -$14.3K -604 -1%
AP
99
Americana Partners
Texas
$1.01M +$80.7K +3,414 +9%
BF
100
BOK Financial
Oklahoma
$1.01M +$1.01M +42,664 New
2 3
4
5 6