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First Trust North American Energy Infrastructure Fund

105 hedge funds and large institutions have $633M invested in First Trust North American Energy Infrastructure Fund in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 31 reducing their positions, and 17 closing their positions.

Holders
105
Holders Change
-4
Holders Change %
-3.67%
% of All Funds
2.8%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.16%
New
14
Increased
53
Reduced
31
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$184M 8,436,997 +443,354 +6%
Bank of America
2
Bank of America
North Carolina
$52.6M 2,405,743 +45,991 +2%
Wells Fargo
3
Wells Fargo
California
$45.9M 2,098,538 +275,514 +15%
GWS
4
Glassman Wealth Services
Virginia
$37.5M 1,714,594 +270,824 +19%
UBS Group
5
UBS Group
Switzerland
$30.7M 1,404,775 +174,962 +14%
WF
6
Welch & Forbes
Massachusetts
$29.3M 1,340,104 +56,724 +4%
LPL Financial
7
LPL Financial
California
$28.2M 1,337,906 +60,305 +5%
GT
8
Glenmede Trust
Pennsylvania
$26.7M 1,221,182 +931,105 +321%
FIM
9
Frontier Investment Management
Texas
$19.5M 894,393 +282,240 +46%
BFA
10
Beaumont Financial Advisors
Massachusetts
$17.2M 639,118 +318,812 +100%
HighTower Advisors
11
HighTower Advisors
Illinois
$13.6M 622,258 +59,020 +10%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$11.2M 512,206 -15,762 -3%
MA
13
MCF Advisors
Kentucky
$10.8M 492,573 +83,488 +20%
WAM
14
Wealthspire Advisors (Maryland)
Maryland
$9.09M 415,896 +116,104 +39%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$8.68M 397,008 -156,934 -28%
CL
16
Choreo LLC
Illinois
$7.82M 357,551 +211,230 +144%
JIC
17
Johnson Investment Counsel
Ohio
$6.39M 292,278 -19,775 -6%
AA
18
Ancora Advisors
Ohio
$6.26M 286,174 +101,084 +55%
RJA
19
Raymond James & Associates
Florida
$5.98M 273,548 +123,548 +82%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$5.95M 272,349 +984 +0.4%
ST
21
Spinnaker Trust
Maine
$4.46M 203,891 +2,879 +1%
IFAM
22
Institutional & Family Asset Management
Colorado
$4.02M 199,353
Betterment LLC
23
Betterment LLC
New York
$3.49M 159,829 +38,340 +32%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$3.45M 157,886 +19,735 +14%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.26M 148,958 +77,922 +110%