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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 %
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$25K +$12.5K +529 +100%
AAM
177
Advisors Asset Management
Colorado
$23K – – –
AA
178
AlphaMark Advisors
Kentucky
$19K – – –
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$19K +$19K +808 New
WP
180
WealthShield Partners
North Carolina
$17K -$6.55K -280 -28%
TSW
181
Thompson Siegel & Walmsley
Virginia
$12K – – –
SBL
182
Sargent Bickham Lagudis
Colorado
$12K – – –
ASN
183
Advisory Services Network
Georgia
$10K -$31.8K -1,273 -76%
ACM
184
Aviance Capital Management
Florida
$9K -$16.5M -732,570 -100%
HIIFS
185
Harel Insurance Investments & Financial Services
Israel
$7K – – –
SEI Investments
186
SEI Investments
Pennsylvania
$7K +$7K +299 New
CAC
187
Certified Advisory Corp
Florida
$6K -$2.89K -121 -33%
FHA
188
First Horizon Advisors
Tennessee
$6K +$67 +3 +1%
TRCT
189
Tower Research Capital (TRC)
New York
$6K +$6K +275 New
WCAMG
190
Woodard & Company Asset Management Group
North Carolina
$5.69K – – –
PCM
191
Peak Capital Management
Colorado
$5K +$5K +200 New
SFM
192
Signet Financial Management
New Jersey
$4K -$188 -9 -5%
AF
193
Advisornet Financial
Minnesota
$4K +$4K +161 New
FHA
194
Flagship Harbor Advisors
Massachusetts
$4K +$4K +203 New
GI
195
Gradient Investments
Minnesota
$3K – – –
WF
196
WealthTrust Fairport
Ohio
$2K – – –
AWM
197
AllSquare Wealth Management
New York
$2K – – –
BCP
198
Blackhawk Capital Partners
Wisconsin
$1K +$1K +31 New
PMG
199
ProVise Management Group
Florida
$651 +$59 +2,535 +10%
NA
200
NewEdge Advisors
Louisiana
$292 -$132 -5,686 -31%
5 6 7
8
9