EMLP icon

First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

218 hedge funds and large institutions have $1.23B invested in First Trust North American Energy Infrastructure Fund in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 69 increasing their positions, 83 reducing their positions, and 29 closing their positions.

Holders
218
Holders Change
+14
Holders Change %
+6.86%
% of All Funds
4.86%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.27%
New
45
Increased
69
Reduced
83
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LJAC
1
L.J. Altfest & Co
New York
$23.7M
2
TA
2
Tiedemann Advisors
New York
$101M
3
PWPCM
3
Perella Weinberg Partners Capital Management
New York
$10.3M
4
ABTD
4
Arvest Bank Trust Division
Oklahoma
$11.7M
5
WAM
5
Wealthspire Advisors (Maryland)
Maryland
$29.9M

Top Sellers

1
GWS
1
Glassman Wealth Services
Virginia
$1.99M
2
AA
2
Advisory Alpha
Michigan
$0
3
MCWS
3
McKinley Carter Wealth Services
West Virginia
$1.91M
4
Morgan Stanley
4
Morgan Stanley
New York
$348M
5
FIM
5
Frontier Investment Management
Texas
$46.3M
Name Market Value Shares Shares
Change 		Shares
Change %
QCIG
126
Quad-Cities Investment Group
Iowa
$381K 17,839 +399 +2%
SAM
127
SignalPoint Asset Management
Missouri
$361K 16,846 +1,453 +9%
SFA
128
Semmax Financial Advisors
North Carolina
$360K 16,792 +16,792 New
CA
129
Cambridge Advisors
Nebraska
$359K 16,729 -1,131 -6%
TW
130
Towerpoint Wealth
California
$341K 15,911 +15,911 New
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$339K 15,746 -4,263 -21%
RIA
132
Regal Investment Advisors
Michigan
$331K 15,450 +15,450 New
CA
133
Claro Advisors
Massachusetts
$330K 14,049 +14,049 New
AIM
134
Aspen Investment Management
Michigan
$321K 14,970 – –
WEC
135
Winslow Evans & Crocker
Massachusetts
$312K 14,510 -10,844 -43%
KA
136
Klingman & Associates
New York
$294K 13,696 – –
TAM
137
Tocqueville Asset Management
New York
$279K 13,020 +13,020 New
Bank of New York Mellon
138
Bank of New York Mellon
New York
$275K 12,837 -4,881 -28%
CS
139
Credit Suisse
Switzerland
$271K 12,633 +12,633 New
SS
140
Simplicity Solutions
Minnesota
$271K 12,655 +12,655 New
CWM
141
Cornerstone Wealth Management
Missouri
$269K 12,539 -215,936 -95%
1IA
142
1834 Investment Advisors
Wisconsin
$267K 12,421 -155 -1%
FAIM
143
Financial Advocates Investment Management
Washington
$266K 12,381 -1,664 -12%
BA
144
Ballew Advisors
Mississippi
$266K 11,372 -328 -3%
IA
145
IFP Advisors
Florida
$259K 12,240 -184,544 -94%
FIB
146
First Interstate Bank
Montana
$254K 11,851 – –
TSS
147
Two Sigma Securities
New York
$249K 11,587 +11,587 New
Koshinski Asset Management
148
Koshinski Asset Management
Illinois
$244K 11,394 -1,866 -14%
LNC
149
Lincoln National Corp
Pennsylvania
$242K 11,297 +2,776 +33%
LFAS
150
Level Four Advisory Services
Texas
$231K 10,766 +13 +0.1%
4 5
6
7 8