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First Trust North American Energy Infrastructure Fund

202 hedge funds and large institutions have $1.38B invested in First Trust North American Energy Infrastructure Fund in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 85 increasing their positions, 40 reducing their positions, and 16 closing their positions.

Holders
202
Holders Change
+42
Holders Change %
+26.25%
% of All Funds
4.59%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.3%
New
58
Increased
85
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$387M 15,741,934 +1,887,772 +14%
UBS Group
2
UBS Group
Switzerland
$91.8M 3,739,636 +1,133,096 +43%
Wells Fargo
3
Wells Fargo
California
$77.3M 3,145,676 +916,855 +41%
Bank of America
4
Bank of America
North Carolina
$74.1M 3,018,170 +251,969 +9%
FIM
5
Frontier Investment Management
Texas
$51.5M 2,095,140 +415,569 +25%
TA
6
Tiedemann Advisors
New York
$51.3M 2,089,246 +1,769,100 +553%
GWS
7
Glassman Wealth Services
Virginia
$50.2M 2,045,386 +98,339 +5%
WF
8
Welch & Forbes
Massachusetts
$42.5M 1,728,928 +40,550 +2%
BTS
9
BB&T Securities
Virginia
$30.8M 1,254,780 +719,795 +135%
HighTower Advisors
10
HighTower Advisors
Illinois
$30.3M 1,233,453 +691,423 +128%
GT
11
Glenmede Trust
Pennsylvania
$25.2M 1,025,508 +18,903 +2%
WAM
12
Wealthspire Advisors (Maryland)
Maryland
$22.6M 919,341 +38,951 +4%
A
13
AdvicePeriod
California
$20.7M 844,406 +844,406 New
MMA
14
Miracle Mile Advisors
California
$20.6M 838,789 +744,044 +785%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$20.6M 838,266 +300,075 +56%
LPL Financial
16
LPL Financial
California
$20.5M 835,780 +14,944 +2%
CIA
17
Capital Investment Advisors
Georgia
$18.2M 742,556 +178,609 +32%
RJA
18
Raymond James & Associates
Florida
$13.9M 566,461 +20,827 +4%
CL
19
Choreo LLC
Illinois
$13.8M 562,052 +95,629 +21%
GT
20
Glenview Trust
Kentucky
$13.2M 539,296 +28,352 +6%
AA
21
Advisory Alpha
Michigan
$12.4M 507,942 +507,942 New
ACM
22
Aviance Capital Management
Florida
$11.9M 485,781 +58,380 +14%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$11.4M 463,145 +54,715 +13%
BFA
24
Beaumont Financial Advisors
Massachusetts
$10.7M 436,686 -17,894 -4%
MCWS
25
McKinley Carter Wealth Services
West Virginia
$10.5M 428,753 +9,021 +2%