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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

202 hedge funds and large institutions have $1.38B invested in First Trust North American Energy Infrastructure Fund in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 85 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+42
Holders Change %
+26.25%
% of All Funds
4.59%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.3%
New
58
Increased
85
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$387M
2
TA
Tiedemann Advisors
New York
$51.3M
3
UBS Group
UBS Group
Switzerland
$91.8M
4
Wells Fargo
Wells Fargo
California
$77.3M
5
MMA
Miracle Mile Advisors
California
$20.6M

Top Sellers

1
AA
Ancora Advisors
Ohio
$5.83M
2
JIP
Jaffetilchin Investment Partners
Florida
$3.62M
3
WI
WBI Investments
New Jersey
$0
4
PAG
Private Advisor Group
New Jersey
$904K
5
FWM
Frontier Wealth Management
Missouri
$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
151
Jacobi Capital Management
Pennsylvania
$273K +$4.98K +200 +2%
KWA
152
KCS Wealth Advisory
California
$272K +$272K +11,069 New
SI
153
SII Investments
Wisconsin
$270K -$166K -6,769 -38%
CWM
154
Cornerstone Wealth Management
Missouri
$244K +$19.2K +782 +9%
WAG
155
Winthrop Advisory Group
Massachusetts
$234K +$234K +9,545 New
AWA
156
Acorn Wealth Advisors
Michigan
$225K +$225K +9,053 New
Renaissance Technologies
157
Renaissance Technologies
New York
$219K +$219K +8,900 New
EWM
158
Empirical Wealth Management
Washington
$216K -$6.15K -250 -3%
LJAC
159
L.J. Altfest & Co
New York
$207K +$207K +8,446 New
RAM
160
Riggs Asset Management
Pennsylvania
$187K -$14.6K -593 -7%
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$162K +$19.3K +789 +14%
SSB
162
Sandy Spring Bank
Maryland
$157K – – –
BTIS
163
BB&T Investment Services
North Carolina
$157K +$46K +1,865 +41%
IWM
164
IHT Wealth Management
Illinois
$153K +$148K +5,963 +3,206%
WAP
165
Wealthcare Advisory Partners
Pennsylvania
$146K +$7.38K +301 +5%
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$125K +$125K +5,000 New
POIA
167
Pin Oak Investment Advisors
Texas
$111K +$111K +4,539 New
1IA
168
1834 Investment Advisors
Wisconsin
$103K +$103K +4,212 New
CCCA
169
Center Coast Capital Advisors
Texas
$98K +$98K +3,985 New
AC
170
Avestar Capital
New York
$98K +$98K +4,000 New
AIM
171
Advantage Investment Management
Iowa
$72K +$807 +33 +1%
US Bancorp
172
US Bancorp
Minnesota
$68K – – –
MOS
173
MGO One Seven
Ohio
$61K +$61K +2,502 New
VCM
174
Versant Capital Management
Arizona
$59K +$59K +2,410 New
APA
175
American Portfolios Advisors
New York
$54.9K +$54.9K +2,234 New
5 6
7
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