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First Trust North American Energy Infrastructure Fund

118 hedge funds and large institutions have $748M invested in First Trust North American Energy Infrastructure Fund in 2016 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
118
Holders Change
+13
Holders Change %
+12.38%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
25
Increased
50
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$230M 9,301,928 +864,931 +10%
Wells Fargo
2
Wells Fargo
California
$59.1M 2,396,426 +297,888 +14%
Bank of America
3
Bank of America
North Carolina
$56.1M 2,271,506 -134,237 -6%
UBS Group
4
UBS Group
Switzerland
$49.8M 2,018,119 +613,344 +44%
GWS
5
Glassman Wealth Services
Virginia
$42.7M 1,730,247 +15,653 +0.9%
WF
6
Welch & Forbes
Massachusetts
$35.4M 1,433,211 +93,107 +7%
LPL Financial
7
LPL Financial
California
$25.4M 1,030,165 -307,741 -23%
FIM
8
Frontier Investment Management
Texas
$22.7M 922,516 +28,123 +3%
GT
9
Glenmede Trust
Pennsylvania
$19.4M 784,228 -436,954 -36%
HighTower Advisors
10
HighTower Advisors
Illinois
$14.8M 598,944 -23,314 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$14.2M 575,557 +63,351 +12%
MA
12
MCF Advisors
Kentucky
$12.5M 507,533 +14,960 +3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$11.9M 482,166 +85,158 +21%
WAM
14
Wealthspire Advisors (Maryland)
Maryland
$11.3M 458,075 +42,179 +10%
CL
15
Choreo LLC
Illinois
$9.51M 385,342 +27,791 +8%
BFA
16
Beaumont Financial Advisors
Massachusetts
$9.11M 369,173 -269,945 -42%
AA
17
Ancora Advisors
Ohio
$7.34M 297,260 +11,086 +4%
JIC
18
Johnson Investment Counsel
Ohio
$7.12M 288,481 -3,797 -1%
RJA
19
Raymond James & Associates
Florida
$6.68M 270,694 -2,854 -1%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$6.35M 257,089 -15,260 -6%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$5.29M 214,328 +56,442 +36%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.34M 176,032 +27,074 +18%
Betterment LLC
23
Betterment LLC
New York
$3.98M 161,384 +1,555 +1%
JIP
24
Jaffetilchin Investment Partners
Florida
$3.65M 147,962 +147,962 New
IA
25
IFP Advisors
Florida
$3.4M 137,856 +102,344 +288%