EMLP icon

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 %
NEIRG
201
New England Investment & Retirement Group
Massachusetts
$25K -$18M -1,023,927 -100%
S
202
SignatureFD
Georgia
$25K +$1.32K +74 +6%
GFPC
203
Global Financial Private Client
Florida
$22.7K – – –
OC
204
Oakworth Capital
Alabama
$20K – – –
SMFS
205
Squar Milner Financial Services
California
$18K -$857 -50 -5%
IFAM
206
Institutional & Family Asset Management
Colorado
$15K -$13.2K -737 -47%
VRM
207
Vectors Research Management
New York
$15K – – –
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$13K +$13K +713 New
ASN
209
Advisory Services Network
Georgia
$12K +$74 +4 +0.6%
CA
210
Clearstead Advisors
Ohio
$11K +$11K +630 New
US Bancorp
211
US Bancorp
Minnesota
$9K -$8.64K -480 -49%
EWM
212
EPG Wealth Management
Georgia
$9K +$9K +500 New
CFA
213
Carroll Financial Associates
North Carolina
$9K +$9K +541 New
OPS
214
Orion Portfolio Solutions
Nebraska
$6K -$17K -930 -74%
AIC
215
Archer Investment Corporation
Indiana
$5K – – –
BEI
216
Benjamin Edwards Inc
Missouri
$5K +$2.44K +143 +95%
SFA
217
Semmax Financial Advisors
North Carolina
$4K -$3.05K -157 -43%
FHA
218
Flagship Harbor Advisors
Massachusetts
$4K – – –
FHA
219
First Horizon Advisors
Tennessee
$3K -$1.56K -97 -34%
VCM
220
Versant Capital Management
Arizona
$3K – – –
LAS
221
Lloyd Advisory Services
Georgia
$2K -$7.03K -320 -78%
SIM
222
Sonora Investment Management
Arizona
$2K – – –
GWMIA
223
Global Wealth Management Investment Advisory
Florida
$2K – – –
FGAM
224
Financial Gravity Asset Management
Texas
$1.23K -$500 -28 -29%
APC
225
Aspire Private Capital
North Carolina
$1K -$2.41K -152 -71%
7 8
9
10 11