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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

203 hedge funds and large institutions have $1.25B invested in First Trust North American Energy Infrastructure Fund in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 93 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
4.66%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.23%
New
23
Increased
93
Reduced
67
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$368M
2
TA
2
Tiedemann Advisors
New York
$61M
3
AAP
3
Arax Advisory Partners
Colorado
$7.56M
4
ACM
4
Aviance Capital Management
Florida
$16.1M
5
ACM
5
AlphaStar Capital Management
North Carolina
$3.65M

Top Sellers

1
MMA
1
Miracle Mile Advisors
California
$323K
2
BTS
2
BB&T Securities
Virginia
$9.64M
3
UBS Group
3
UBS Group
Switzerland
$72.9M
4
RJA
4
Raymond James & Associates
Florida
$6.58M
5
Wells Fargo
5
Wells Fargo
California
$64.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
126
BerganKDV Wealth Management
Minnesota
$373K -$3.07K -140 -0.8%
CA
127
Cambridge Advisors
Nebraska
$373K +$56.9K +2,600 +18%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$361K -$22.7K -1,037 -6%
RIA
129
Regal Investment Advisors
Michigan
$347K +$54.7K +2,500 +19%
SFG
130
StrategIQ Financial Group
Indiana
$346K +$85.3K +3,900 +33%
SAM
131
SignalPoint Asset Management
Missouri
$345K +$19.9K +907 +6%
HCMNY
132
Howard Capital Management (New York)
New York
$343K – – –
AWM
133
AE Wealth Management
Kansas
$342K -$255K -11,630 -43%
QCIG
134
Quad-Cities Investment Group
Iowa
$335K +$335K +15,335 New
FAIM
135
Financial Advocates Investment Management
Washington
$330K +$10.8K +491 +3%
AIM
136
Aspen Investment Management
Michigan
$328K +$11K +500 +3%
Bank of New York Mellon
137
Bank of New York Mellon
New York
$328K +$60.9K +2,782 +23%
LNC
138
Lincoln National Corp
Pennsylvania
$324K -$212K -9,685 -40%
MMA
139
Miracle Mile Advisors
California
$323K -$18.1M -824,050 -98%
MC
140
Moors & Cabot
Massachusetts
$316K -$142K -6,453 -31%
PAG
141
Private Advisory Group
Washington
$314K -$455K -20,789 -59%
HPWM
142
Highland Private Wealth Management
Washington
$314K +$314K +14,333 New
HFS
143
HL Financial Services
Kentucky
$313K -$28.4K -1,299 -8%
KA
144
Klingman & Associates
New York
$300K – – –
BHB
145
Bank Hapoalim BM
Israel
$300K +$81.6K +3,730 +37%
PGA
146
Premia Global Advisors
Florida
$298K +$5.42K +250 +2%
LFAS
147
Level Four Advisory Services
Texas
$282K -$181K -8,254 -39%
CWM
148
Cornerstone Wealth Management
Missouri
$281K +$66.3K +3,063 +31%
1IA
149
1834 Investment Advisors
Wisconsin
$275K +$183K +8,382 +199%
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$268K +$124K +5,649 +86%
4 5
6
7 8