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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

216 hedge funds and large institutions have $1.31B invested in First Trust North American Energy Infrastructure Fund in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 82 increasing their positions, 88 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-19
Holders Change %
-8.09%
% of All Funds
4.44%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
19
Increased
82
Reduced
88
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
1
Tiedemann Advisors
New York
$97.1M
2
CAM
2
Cresset Asset Management
Illinois
$27.7M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.88M
4
GT
4
Glenview Trust
Kentucky
$20.7M
5
CIA
5
Capital Investment Advisors
Georgia
$36.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$370M
2
WANY
2
Wealthspire Advisors (New York)
New York
$7.01M
3
Bank of America
3
Bank of America
North Carolina
$53.2M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.21M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
151
Chatham Capital Group
Georgia
$258K -$9.59K -480 -4%
SG
152
StoneX Group
New York
$253K +$253K +12,698 New
MCCP
153
Mission Creek Capital Partners
California
$248K -$39.1K -1,966 -14%
AWA
154
ARQ Wealth Advisors
Arizona
$246K +$2.77K +139 +1%
APWM
155
Atlas Private Wealth Management
New York
$245K – – –
SWP
156
Stratos Wealth Partners
Ohio
$244K -$19K -951 -7%
ACA
157
Aptus Capital Advisors
Alabama
$244K +$2.71K +136 +1%
VCM
158
Vivaldi Capital Management
Illinois
$244K +$244K +11,408 New
SSWM
159
Sheets Smith Wealth Management
North Carolina
$241K +$479 +24 +0.2%
RFWA
160
RPg Family Wealth Advisory
Massachusetts
$241K -$7.12K -357 -3%
PFGIA
161
Patriot Financial Group Insurance Agency
Massachusetts
$237K – – –
CRWM
162
Castle Rock Wealth Management
California
$233K -$14.6K -700 -6%
FIB
163
First Interstate Bank
Montana
$231K – – –
WOSD
164
WFA of San Diego
California
$229K +$229K +8,787 New
Jane Street
165
Jane Street
New York
$228K +$228K +11,415 New
PA
166
Pinnacle Associates
New York
$219K – – –
LFAS
167
Level Four Advisory Services
Texas
$218K +$9.34K +470 +4%
Mercer Global Advisors
168
Mercer Global Advisors
Colorado
$211K -$219 -11 -0.1%
AWM
169
AE Wealth Management
Kansas
$201K -$10.4K -520 -5%
Deutsche Bank
170
Deutsche Bank
Germany
$176K +$22.1K +1,104 +14%
WEC
171
Winslow Evans & Crocker
Massachusetts
$173K -$27K -1,357 -13%
JCM
172
Jacobi Capital Management
Pennsylvania
$161K -$6.94K -347 -4%
Citigroup
173
Citigroup
New York
$161K +$85.7K +4,289 +114%
AWA
174
Arkadios Wealth Advisors
Georgia
$156K +$2.07K +104 +1%
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$130K -$30K -1,502 -19%
5 6
7
8 9