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First Trust North American Energy Infrastructure Fund

145 hedge funds and large institutions have $928M invested in First Trust North American Energy Infrastructure Fund in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 14 closing their positions.

Holders
145
Holders Change
Holders Change %
0%
% of All Funds
3.62%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.1%
New
15
Increased
69
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$306M 12,098,324 +199,429 +2%
UBS Group
2
UBS Group
Switzerland
$61M 2,411,149 -159,258 -6%
Wells Fargo
3
Wells Fargo
California
$60.1M 2,375,814 -451,268 -16%
Bank of America
4
Bank of America
North Carolina
$59.7M 2,357,978 +125,936 +6%
GWS
5
Glassman Wealth Services
Virginia
$46.9M 1,854,891 +94,831 +5%
WF
6
Welch & Forbes
Massachusetts
$40.6M 1,604,842 +56,996 +4%
FIM
7
Frontier Investment Management
Texas
$30.5M 1,210,936 +209,884 +21%
GT
8
Glenmede Trust
Pennsylvania
$24.4M 963,222 +67,560 +8%
LPL Financial
9
LPL Financial
California
$24M 949,860 -83,475 -8%
WAM
10
Wealthspire Advisors (Maryland)
Maryland
$19.5M 769,107 +103,561 +16%
HighTower Advisors
11
HighTower Advisors
Illinois
$14M 551,774 +13,687 +3%
CL
12
Choreo LLC
Illinois
$13.1M 516,061 +106,486 +26%
TA
13
Tiedemann Advisors
New York
$12.7M 157,376 +157,376 New
RJA
14
Raymond James & Associates
Florida
$11.7M 464,352 +126,238 +37%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$11.2M 443,360 -27,276 -6%
GT
16
Glenview Trust
Kentucky
$10.8M 427,569 +78,584 +23%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$10.5M 416,083 -158,455 -28%
BFA
18
Beaumont Financial Advisors
Massachusetts
$9.29M 367,313 -848 -0.2%
MA
19
MCF Advisors
Kentucky
$9.15M 361,819 -52,615 -13%
AA
20
Ancora Advisors
Ohio
$8.35M 329,973 -559 -0.2%
JIC
21
Johnson Investment Counsel
Ohio
$6.53M 258,271 -11,960 -4%
MPWT
22
MassMutual Private Wealth & Trust
Connecticut
$6.3M 249,190 +51,940 +26%
JIP
23
Jaffetilchin Investment Partners
Florida
$5.51M 217,933 +73,064 +50%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$5.27M 208,171 +40,039 +24%
CIA
25
Capital Investment Advisors
Georgia
$5.04M 199,085 +80,264 +68%