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First Trust North American Energy Infrastructure Fund

50 hedge funds and large institutions have $229M invested in First Trust North American Energy Infrastructure Fund in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
26
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$71.8M 3,056,068 -200,834 -6%
Bank of America
2
Bank of America
North Carolina
$32.5M 1,384,679 +112,499 +9%
WF
3
Welch & Forbes
Massachusetts
$22.1M 941,173 +56,388 +6%
Wells Fargo
4
Wells Fargo
California
$17.4M 742,513 -1,094 -0.1%
U
5
UBS
Switzerland
$17M 725,409 +58,002 +9%
BFA
6
Beaumont Financial Advisors
Massachusetts
$10.9M 465,054 +87,009 +23%
LPL Financial
7
LPL Financial
California
$9.94M 423,275 -5,652 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.66M 326,126 +64,116 +24%
NEPWA
9
New England Private Wealth Advisors
Massachusetts
$4.74M 201,535 +15,667 +8%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$4.2M 178,674 -27,885 -13%
RJA
11
Raymond James & Associates
Florida
$2.99M 127,152 -7,995 -6%
BTS
12
BB&T Securities
Virginia
$2.56M 10,879 -717 -6%
AIG
13
American International Group
New York
$2.53M 107,886 +5,689 +6%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.1M 89,544 +89,544 New
SB
15
Suntrust Banks
Georgia
$1.68M 71,394 +2,530 +4%
IH
16
IFC Holdings
Florida
$1.49M 64,077 +5,874 +10%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.34M 56,988 +4,812 +9%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$1.23M 52,552 +8,671 +20%
B
19
Baird
Wisconsin
$1.19M 50,741 +3,456 +7%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.15M 49,125 -2,142 -4%
Deutsche Bank
21
Deutsche Bank
Germany
$1.07M 45,555 -57,827 -56%
SCA
22
Salient Capital Advisors
Texas
$1.03M 43,668
PAG
23
Private Advisor Group
New Jersey
$844K 35,930 +35,930 New
WEC
24
Winslow Evans & Crocker
Massachusetts
$771K 32,830 +32,830 New
AIM
25
Aspen Investment Management
Michigan
$750K 31,920 +1,330 +4%