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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

235 hedge funds and large institutions have $1.31B invested in First Trust North American Energy Infrastructure Fund in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 93 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-24
Holders Change %
-9.27%
% of All Funds
5.19%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.18%
New
28
Increased
83
Reduced
93
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$452M
2
WANY
Wealthspire Advisors (New York)
New York
$25.5M
3
SC
Savant Capital
Illinois
$13.7M
4
CAM
Cresset Asset Management
Illinois
$18.2M
5
ABC
Associated Banc-Corp
Wisconsin
$8.18M

Top Sellers

1
NEIRG
New England Investment & Retirement Group
Massachusetts
$25K
2
LA
LVW Advisors
New York
$0
3
AFA
Arlington Financial Advisors
California
$0
4
UBS Group
UBS Group
Switzerland
$36.6M
5
TA
Tiedemann Advisors
New York
$78.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTIOP
151
Fiduciary Trust International of Pennsylvania
Pennsylvania
$231K – – –
CFGS
152
Concourse Financial Group Securities
Alabama
$222K -$122K -6,868 -35%
RFWA
153
RPg Family Wealth Advisory
Massachusetts
$221K +$6.99K +393 +3%
APWM
154
Atlas Private Wealth Management
New York
$218K – – –
AWA
155
ARQ Wealth Advisors
Arizona
$217K +$217K +12,208 New
ACA
156
Aptus Capital Advisors
Alabama
$215K -$58.7K -3,311 -21%
SSWM
157
Sheets Smith Wealth Management
North Carolina
$214K +$284 +16 +0.1%
PFGIA
158
Patriot Financial Group Insurance Agency
Massachusetts
$212K – – –
SCA
159
Spearhead Capital Advisors
Florida
$210K +$210K +11,780 New
AGA
160
Arkos Global Advisors
Texas
$208K – – –
FIB
161
First Interstate Bank
Montana
$206K – – –
SPC
162
Sigma Planning Corp
Michigan
$201K -$116K -6,505 -37%
PA
163
Pinnacle Associates
New York
$195K -$1.78K -100 -0.9%
WWM
164
Western Wealth Management
Colorado
$189K -$182K -10,129 -49%
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
$189K -$1.41K -79 -0.7%
AWM
166
AE Wealth Management
Kansas
$188K -$125K -7,016 -40%
LFAS
167
Level Four Advisory Services
Texas
$187K -$43.8K -2,456 -19%
BWCS
168
Beirne Wealth Consulting Services
Connecticut
$183K -$82.7K -4,651 -31%
FFN
169
Focus Financial Network
Minnesota
$182K +$27.9K +1,571 +18%
WEC
170
Winslow Evans & Crocker
Massachusetts
$180K -$21.9K -1,224 -11%
APA
171
American Portfolios Advisors
New York
$171K +$12.2K +683 +8%
LF
172
Lee Financial
Texas
$164K +$164K +9,235 New
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$150K +$62.9K +3,547 +72%
JCM
174
Jacobi Capital Management
Pennsylvania
$149K -$23.5K -1,327 -14%
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$143K -$42.5K -2,378 -23%
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7
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