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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

259 hedge funds and large institutions have $1.78B invested in First Trust North American Energy Infrastructure Fund in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+43
Holders Change %
+19.91%
% of All Funds
5.11%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
59
Increased
104
Reduced
67
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$459M
2
Wells Fargo
Wells Fargo
California
$112M
3
Bank of America
Bank of America
North Carolina
$85M
4
CG
Colony Group
Massachusetts
$11.9M
5
Truist Financial
Truist Financial
North Carolina
$9.72M

Top Sellers

1
WAM
Wealthspire Advisors (Maryland)
Maryland
$32.4M
2
ABTD
Arvest Bank Trust Division
Oklahoma
$16.5M
3
TA
Tiedemann Advisors
New York
$131M
4
SWA
Stratos Wealth Advisors
Ohio
$0
5
GT
Glenmede Trust
Pennsylvania
$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
126
Beacon Financial Advisory
Ohio
$697K +$697K +27,371 New
William Blair & Company
127
William Blair & Company
Illinois
$672K -$10.3K -402 -2%
ACA
128
Ascension Capital Advisors
Texas
$668K +$668K +26,222 New
GC
129
Grace Capital
Massachusetts
$663K -$38.3K -1,500 -5%
MCWS
130
McKinley Carter Wealth Services
West Virginia
$656K -$78.9K -3,094 -11%
SI
131
Stephens Inc
Arkansas
$646K -$561 -22 -0.1%
IWP
132
Icon Wealth Partners
Texas
$627K – – –
TW
133
Transform Wealth
Colorado
$603K -$121K -4,746 -17%
LA
134
LexAurum Advisors
Kansas
$571K +$152K +5,973 +36%
1W
135
1776 Wealth
Georgia
$563K +$563K +22,100 New
VWA
136
Visionary Wealth Advisors
Illinois
$558K +$558K +21,880 New
MPCG
137
Matrix Private Capital Group
New York
$556K +$556K +21,815 New
ABC
138
Associated Banc-Corp
Wisconsin
$549K – – –
QCIG
139
Quad-Cities Investment Group
Iowa
$533K +$11.4K +448 +2%
WWM
140
Western Wealth Management
Colorado
$527K +$23K +903 +5%
WA
141
Wealth Advisors
California
$527K +$527K +20,000 New
CA
142
Claro Advisors
Massachusetts
$497K +$118K +4,623 +31%
HFS
143
Howard Financial Services
Texas
$496K +$1.91K +75 +0.4%
CFGS
144
Concourse Financial Group Securities
Alabama
$494K +$97.2K +3,808 +24%
TC
145
Telemus Capital
Michigan
$480K -$90.3K -3,540 -16%
SAM
146
SignalPoint Asset Management
Missouri
$461K -$4.44K -174 -1%
SW
147
SteelPeak Wealth
California
$457K +$457K +17,924 New
IAA
148
Independent Advisor Alliance
North Carolina
$455K +$455K +17,853 New
SPC
149
Sigma Planning Corp
Michigan
$454K +$22.5K +882 +5%
AWM
150
AE Wealth Management
Kansas
$448K +$48.3K +1,897 +12%
4 5
6
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