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First Trust North American Energy Infrastructure Fund

154 hedge funds and large institutions have $955M invested in First Trust North American Energy Infrastructure Fund in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 47 reducing their positions, and 9 closing their positions.

Holders
154
Holders Change
+9
Holders Change %
+6.21%
% of All Funds
3.85%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
18
Increased
71
Reduced
47
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$307M 12,487,379 +389,055 +3%
Bank of America
2
Bank of America
North Carolina
$78.9M 3,215,788 +857,810 +36%
UBS Group
3
UBS Group
Switzerland
$51.3M 2,091,004 -320,145 -13%
Wells Fargo
4
Wells Fargo
California
$50.8M 2,069,583 -306,231 -13%
GWS
5
Glassman Wealth Services
Virginia
$47M 1,913,729 +58,838 +3%
WF
6
Welch & Forbes
Massachusetts
$39.4M 1,604,493 -349 -0%
FIM
7
Frontier Investment Management
Texas
$30.2M 1,230,022 +19,086 +2%
GT
8
Glenmede Trust
Pennsylvania
$24.4M 963,222
LPL Financial
9
LPL Financial
California
$21.9M 891,895 -57,965 -6%
TA
10
Tiedemann Advisors
New York
$21.1M 858,412 +701,036 +445%
WAM
11
Wealthspire Advisors (Maryland)
Maryland
$19.9M 812,175 +43,068 +6%
HighTower Advisors
12
HighTower Advisors
Illinois
$13.7M 557,745 +5,971 +1%
CL
13
Choreo LLC
Illinois
$12.4M 507,027 -9,034 -2%
RJA
14
Raymond James & Associates
Florida
$12.1M 490,932 +26,580 +6%
GT
15
Glenview Trust
Kentucky
$11.8M 479,575 +52,006 +12%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$11.4M 465,925 +22,565 +5%
BFA
17
Beaumont Financial Advisors
Massachusetts
$11.2M 456,099 +88,786 +24%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$10.3M 420,497 +4,414 +1%
JWA
19
JFS Wealth Advisors
Pennsylvania
$9.78M 398,262 +214,260 +116%
CIA
20
Capital Investment Advisors
Georgia
$9.48M 386,203 +187,118 +94%
MA
21
MCF Advisors
Kentucky
$9.3M 378,993 +17,174 +5%
AA
22
Ancora Advisors
Ohio
$8.18M 333,016 +3,043 +0.9%
JIC
23
Johnson Investment Counsel
Ohio
$6.45M 262,869 +4,598 +2%
MPWT
24
MassMutual Private Wealth & Trust
Connecticut
$6.4M 260,605 +11,415 +5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$5.85M 238,464 +30,293 +15%