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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 %
AWA
176
Arkadios Wealth Advisors
Georgia
$138K +$1.92K +108 +1%
Deutsche Bank
177
Deutsche Bank
Germany
$137K +$137K +7,706 New
CF
178
Centaurus Financial
California
$128K -$17.7K -997 -12%
BAM
179
Bellevue Asset Management
Washington
$121K – – –
IA
180
IFP Advisors
Florida
$118K +$34.8K +1,958 +42%
GRP
181
Global Retirement Partners
California
$117K +$1.58K +89 +1%
GWM
182
Geneos Wealth Management
Colorado
$102K -$140K -8,203 -58%
BCA
183
Berman Capital Advisors
Georgia
$99K +$99K +5,602 New
OIS
184
Okabena Investment Services
Minnesota
$98K +$3.43K +193 +4%
CAN
185
Claraphi Advisory Network
United States
$96K +$96K +5,396 New
BAM
186
Barrett Asset Management
New York
$87K – – –
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$76K – – –
Citigroup
188
Citigroup
New York
$67K +$33.8K +1,900 +102%
CIAS
189
Capital Investment Advisory Services
North Carolina
$62K +$13.8K +775 +29%
RAM
190
Riggs Asset Management
Pennsylvania
$61K -$3.66K -208 -6%
SFS
191
Sowell Financial Services
Arkansas
$54K -$131K -7,288 -71%
LFG
192
Larson Financial Group
Missouri
$54K +$50.4K +2,853 +1,412%
SIAP
193
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$53K – – –
ST
194
Smithfield Trust
Pennsylvania
$48K +$48K +2,683 New
CP
195
Corbenic Partners
Pennsylvania
$47K +$12.6K +713 +37%
GCM
196
Gables Capital Management
Florida
$44K +$44K +2,500 New
CAC
197
Certified Advisory Corp
Florida
$43K +$426 +24 +1%
AIC
198
Ameritas Investment Company
Nebraska
$42K +$42K +2,346 New
NFG
199
Next Financial Group
Texas
$39K +$4.47K +250 +13%
SF
200
Synovus Financial
Georgia
$31K +$31K +1,687 New
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8
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