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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

201 hedge funds and large institutions have $1.37B invested in First Trust North American Energy Infrastructure Fund in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 80 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
4.61%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.25%
New
21
Increased
80
Reduced
79
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$52.2M
2
TA
Tiedemann Advisors
New York
+$22.4M
3
GWS
Glassman Wealth Services
Virginia
+$4.6M
4
FIM
Frontier Investment Management
Texas
+$4M
5
AA
Ancora Advisors
Ohio
+$3.82M

Top Sellers

1
ACM
Aviance Capital Management
Florida
-$16.5M
2
HighTower Advisors
HighTower Advisors
Illinois
-$11.1M
3
UBS Group
UBS Group
Switzerland
-$9.93M
4
CL
Choreo LLC
Illinois
-$5.97M
5
KCM
Karp Capital Management
California
-$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
126
Aspen Investment Management
Michigan
$348K – – –
SS
127
Simplicity Solutions
Minnesota
$340K +$104K +4,461 +44%
MC
128
Moors & Cabot
Massachusetts
$335K +$163 +7 +0%
RIA
129
Regal Investment Advisors
Michigan
$333K -$34.8K -1,500 -9%
HCIA
130
Hochman Cole Investment Advisors
Illinois
$331K -$101K -4,332 -23%
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
$331K -$53.5K -2,293 -14%
TW
132
Transform Wealth
Colorado
$330K -$135K -5,815 -29%
HFS
133
HL Financial Services
Kentucky
$328K -$3.62K -156 -1%
CA
134
Cetera Advisors
Colorado
$322K -$187K -7,992 -37%
KA
135
Klingman & Associates
New York
$318K – – –
BHB
136
Bank Hapoalim BM
Israel
$304K -$13.9K -600 -4%
AWM
137
AE Wealth Management
Kansas
$301K -$61.3K -2,641 -17%
MWP
138
MYCIO Wealth Partners
Pennsylvania
$298K +$24.7K +1,064 +9%
AWA
139
Arete Wealth Advisors
Illinois
$295K +$24.3K +1,048 +9%
SFG
140
StrategIQ Financial Group
Indiana
$292K -$75K -3,231 -20%
1IA
141
1834 Investment Advisors
Wisconsin
$292K -$418 -18 -0.1%
EIA
142
Eldridge Investment Advisors
New Hampshire
$290K -$2.13M -91,866 -88%
Bank of New York Mellon
143
Bank of New York Mellon
New York
$282K -$65.8K -2,837 -19%
FIB
144
First Interstate Bank
Montana
$275K -$3.04K -131 -1%
PGA
145
Premia Global Advisors
Florida
$272K -$44.9K -1,950 -14%
BA
146
Ballew Advisors
Mississippi
$271K -$4.99K -215 -2%
JCM
147
Jacobi Capital Management
Pennsylvania
$264K +$464 +20 +0.2%
TNBTD
148
Trustmark National Bank Trust Department
Mississippi
$263K -$428K -18,453 -62%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$260K -$24.8K -1,067 -9%
EWM
150
Empirical Wealth Management
Washington
$252K +$1.86K +80 +0.7%
4 5
6
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