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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

217 hedge funds and large institutions have $1.19B invested in First Trust North American Energy Infrastructure Fund in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 86 reducing their positions, and 23 closing their positions.

Holders
217
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
4.39%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
27
Increased
70
Reduced
86
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCFM
1
Clear Creek Financial Management
Washington
$39.2M
2
Bank of America
2
Bank of America
North Carolina
$69.7M
3
AO
3
Advisor OS
Illinois
$13.6M
4
WAM
4
Wealthspire Advisors (Maryland)
Maryland
$28.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$322M
2
Wells Fargo
2
Wells Fargo
California
$63M
3
AAP
3
Arax Advisory Partners
Colorado
$499K
4
UBS Group
4
UBS Group
Switzerland
$27.6M
5
SC
5
Savant Capital
Illinois
$7.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
176
IFP Advisors
Florida
$124K +$57 +3 +0%
CPW
177
Catalyst Private Wealth
California
$124K +$124K +6,500 New
JCM
178
Jacobi Capital Management
Pennsylvania
$121K -$32.8K -1,718 -21%
BAM
179
Bellevue Asset Management
Washington
$117K – – –
GWM
180
Geneos Wealth Management
Colorado
$112K – – –
ASN
181
Advisory Services Network
Georgia
$112K +$112K +5,863 New
NFG
182
Next Financial Group
Texas
$112K +$112K +5,908 New
APA
183
American Portfolios Advisors
New York
$111K – – –
GCM
184
Gables Capital Management
Florida
$109K – – –
OIS
185
Okabena Investment Services
Minnesota
$105K – – –
SQA
186
Simon Quick Advisors
New Jersey
$102K +$102K +5,372 New
BAM
187
Barrett Asset Management
New York
$93K – – –
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$76K – – –
CIAS
189
Capital Investment Advisory Services
North Carolina
$64K -$7.16K -375 -10%
SIAP
190
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$57K – – –
ST
191
Smithfield Trust
Pennsylvania
$51K – – –
TRCT
192
Tower Research Capital (TRC)
New York
$35K +$35K +1,835 New
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$32K +$8.85K +472 +38%
BEI
194
Benjamin Edwards Inc
Missouri
$24K +$4.12K +219 +21%
OC
195
Oakworth Capital
Alabama
$22K – – –
S
196
SignatureFD
Georgia
$19K +$328 +17 +2%
IFAM
197
Institutional & Family Asset Management
Colorado
$16K +$168 +9 +1%
US Bancorp
198
US Bancorp
Minnesota
$10K – – –
SFS
199
Sowell Financial Services
Arkansas
$10K +$6.13K +314 +159%
CCM
200
Chiron Capital Management
Florida
$10K +$10K +500 New
6 7
8
9 10