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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 %
LFAS
151
Level Four Advisory Services
Texas
$248K -$50.3K -2,167 -17%
PFGIA
152
Patriot Financial Group Insurance Agency
Massachusetts
$232K – – –
FA
153
FDx Advisors
Illinois
$229K -$1.22M -52,492 -84%
CP
154
Camelot Portfolios
Ohio
$229K -$12.8K -553 -5%
OC
155
Oppenheimer & Co
New York
$225K -$6.58K -283 -3%
LNC
156
Lincoln National Corp
Pennsylvania
$214K -$130K -5,593 -38%
SSWM
157
Sheets Smith Wealth Management
North Carolina
$209K +$209K +9,011 New
AWA
158
Acorn Wealth Advisors
Michigan
$208K -$39.5K -1,703 -16%
WAP
159
Wealthcare Advisory Partners
Pennsylvania
$188K +$46.6K +2,002 +33%
RAM
160
Riggs Asset Management
Pennsylvania
$167K -$9.84K -423 -6%
SIAP
161
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$162K – – –
CF
162
Centaurus Financial
California
$150K +$150K +6,445 New
SSB
163
Sandy Spring Bank
Maryland
$149K – – –
POIA
164
Pin Oak Investment Advisors
Texas
$105K – – –
APA
165
American Portfolios Advisors
New York
$76.8K +$4.64K +200 +6%
S
166
SignatureFD
Georgia
$62K +$62K +2,689 New
CWA
167
Clarus Wealth Advisors
Arizona
$61K +$61K +2,785 New
AIM
168
Advantage Investment Management
Iowa
$54K -$556 -24 -1%
Manulife (Manufacturers Life Insurance)
169
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41K +$14.5K +630 +55%
TFS
170
TrustCore Financial Services
Tennessee
$36K – – –
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$36K +$19.8K +857 +122%
EDRH
172
Edmond de Rothschild Holding
Switzerland
$35K – – –
US Bancorp
173
US Bancorp
Minnesota
$34K -$22.9K -1,000 -40%
BCI
174
Brinker Capital Investments
Pennsylvania
$31K +$31K +1,323 New
SMFS
175
Squar Milner Financial Services
California
$27K +$27K +1,166 New
5 6
7
8 9