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First Trust North American Energy Infrastructure Fund

131 hedge funds and large institutions have $1.02B invested in First Trust North American Energy Infrastructure Fund in 2016 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 6 closing their positions.

Holders
131
Holders Change
+13
Holders Change %
+11.02%
% of All Funds
3.5%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
21
Increased
56
Reduced
40
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$254M 10,034,965 +733,037 +8%
FIM
2
Frontier Investment Management
Texas
$244M 963,434 +40,918 +4%
Wells Fargo
3
Wells Fargo
California
$65.3M 2,578,607 +182,181 +8%
UBS Group
4
UBS Group
Switzerland
$56.5M 2,232,939 +214,820 +11%
Bank of America
5
Bank of America
North Carolina
$55.7M 2,199,472 -72,034 -3%
GWS
6
Glassman Wealth Services
Virginia
$43.9M 1,731,889 +1,642 +0.1%
WF
7
Welch & Forbes
Massachusetts
$36.8M 1,453,003 +19,792 +1%
LPL Financial
8
LPL Financial
California
$26.8M 1,083,437 +53,272 +5%
GT
9
Glenmede Trust
Pennsylvania
$19.3M 763,604 -20,624 -3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$15.4M 609,415 +127,249 +26%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$14.6M 578,420 +2,863 +0.5%
HighTower Advisors
12
HighTower Advisors
Illinois
$13.9M 550,457 -48,487 -8%
MA
13
MCF Advisors
Kentucky
$12.7M 503,205 -4,328 -0.9%
WAM
14
Wealthspire Advisors (Maryland)
Maryland
$12.4M 488,281 +30,206 +7%
CL
15
Choreo LLC
Illinois
$9.66M 381,661 -3,681 -1%
BFA
16
Beaumont Financial Advisors
Massachusetts
$9.09M 359,071 -10,102 -3%
RJA
17
Raymond James & Associates
Florida
$8.08M 319,119 +48,425 +18%
AA
18
Ancora Advisors
Ohio
$7.65M 302,177 +4,917 +2%
JIC
19
Johnson Investment Counsel
Ohio
$6.67M 263,393 -25,088 -9%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$6.55M 258,744 +1,655 +0.6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5.01M 197,833 +21,801 +12%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$4.11M 162,522 -51,806 -24%
JWA
23
JFS Wealth Advisors
Pennsylvania
$4.03M 158,977 +28,357 +22%
Betterment LLC
24
Betterment LLC
New York
$3.79M 149,751 -11,633 -7%
JIP
25
Jaffetilchin Investment Partners
Florida
$3.68M 145,208 -2,754 -2%