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First Trust North American Energy Infrastructure Fund

54 hedge funds and large institutions have $248M invested in First Trust North American Energy Infrastructure Fund in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
26
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$88.6M 3,649,991 +593,923 +19%
Bank of America
2
Bank of America
North Carolina
$31.9M 1,312,090 -72,589 -5%
WF
3
Welch & Forbes
Massachusetts
$23.2M 955,115 +13,942 +1%
Wells Fargo
4
Wells Fargo
California
$20.5M 845,508 +102,995 +14%
U
5
UBS
Switzerland
$17M 699,260 -26,149 -4%
LPL Financial
6
LPL Financial
California
$10.8M 446,679 +23,404 +6%
BFA
7
Beaumont Financial Advisors
Massachusetts
$9.23M 380,033 -85,021 -18%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.16M 335,996 +9,870 +3%
NEPWA
9
New England Private Wealth Advisors
Massachusetts
$4.71M 194,035 -7,500 -4%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$4.09M 168,392 -10,282 -6%
AIG
11
American International Group
New York
$2.7M 111,263 +3,377 +3%
BTS
12
BB&T Securities
Virginia
$2.45M 10,090 -789 -7%
RJA
13
Raymond James & Associates
Florida
$1.91M 78,605 -48,547 -38%
IH
14
IFC Holdings
Florida
$1.77M 73,349 +9,272 +14%
B
15
Baird
Wisconsin
$1.34M 55,297 +4,556 +9%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$1.29M 53,152 +4,027 +8%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$1.28M 52,556 +4 +0%
SB
18
Suntrust Banks
Georgia
$1.25M 51,647 -19,747 -28%
Deutsche Bank
19
Deutsche Bank
Germany
$1.15M 47,280 +1,725 +4%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.02M 41,985 +12,757 +44%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.01M 41,695 -15,293 -27%
AIM
22
Aspen Investment Management
Michigan
$900K 37,076 +5,156 +16%
WEC
23
Winslow Evans & Crocker
Massachusetts
$818K 33,670 +840 +3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$763K 31,420 +4,787 +18%
HFS
25
HL Financial Services
Kentucky
$710K 29,229 +3,293 +13%