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First Trust North American Energy Infrastructure Fund

160 hedge funds and large institutions have $1.05B invested in First Trust North American Energy Infrastructure Fund in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 11 closing their positions.

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
19
Increased
68
Reduced
58
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$344M 13,854,162 +1,366,783 +11%
Bank of America
2
Bank of America
North Carolina
$68.6M 2,766,201 -449,587 -14%
UBS Group
3
UBS Group
Switzerland
$64.6M 2,606,540 +515,536 +25%
Wells Fargo
4
Wells Fargo
California
$55.3M 2,228,821 +159,238 +8%
GWS
5
Glassman Wealth Services
Virginia
$48.3M 1,947,047 +33,318 +2%
WF
6
Welch & Forbes
Massachusetts
$41.9M 1,688,378 +83,885 +5%
FIM
7
Frontier Investment Management
Texas
$41.7M 1,679,571 +449,549 +37%
GT
8
Glenmede Trust
Pennsylvania
$25M 1,006,605 +43,383 +5%
WAM
9
Wealthspire Advisors (Maryland)
Maryland
$21.8M 880,390 +68,215 +8%
LPL Financial
10
LPL Financial
California
$20.4M 820,836 -71,059 -8%
CIA
11
Capital Investment Advisors
Georgia
$14M 563,947 +177,744 +46%
RJA
12
Raymond James & Associates
Florida
$13.5M 545,634 +54,702 +11%
HighTower Advisors
13
HighTower Advisors
Illinois
$13.4M 542,030 -15,715 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$13.3M 538,191 +72,266 +16%
BTS
15
BB&T Securities
Virginia
$13.3M 534,985 +500,980 +1,473%
GT
16
Glenview Trust
Kentucky
$12.7M 510,944 +31,369 +7%
CL
17
Choreo LLC
Illinois
$11.6M 466,423 -40,604 -8%
BFA
18
Beaumont Financial Advisors
Massachusetts
$11.3M 454,580 -1,519 -0.3%
ACM
19
Aviance Capital Management
Florida
$10.6M 427,401 +226,812 +113%
MCWS
20
McKinley Carter Wealth Services
West Virginia
$10.4M 419,732 +419,732 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$10.1M 408,430 -12,067 -3%
JWA
22
JFS Wealth Advisors
Pennsylvania
$10M 404,140 +5,878 +1%
AA
23
Ancora Advisors
Ohio
$8.68M 349,770 +16,754 +5%
TA
24
Tiedemann Advisors
New York
$7.93M 320,146 -538,266 -63%
MA
25
MCF Advisors
Kentucky
$7.8M 314,419 -64,574 -17%