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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

203 hedge funds and large institutions have $1.25B invested in First Trust North American Energy Infrastructure Fund in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 93 increasing their positions, 67 reducing their positions, and 19 closing their positions.

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
4.66%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.23%
New
23
Increased
93
Reduced
67
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$368M
2
TA
2
Tiedemann Advisors
New York
$61M
3
AAP
3
Arax Advisory Partners
Colorado
$7.56M
4
ACM
4
Aviance Capital Management
Florida
$16.1M
5
ACM
5
AlphaStar Capital Management
North Carolina
$3.65M

Top Sellers

1
MMA
1
Miracle Mile Advisors
California
$323K
2
BTS
2
BB&T Securities
Virginia
$9.64M
3
UBS Group
3
UBS Group
Switzerland
$72.9M
4
RJA
4
Raymond James & Associates
Florida
$6.58M
5
Wells Fargo
5
Wells Fargo
California
$64.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$368M 16,783,143 +1,041,209 +7%
UBS Group
2
UBS Group
Switzerland
$72.9M 3,330,205 -409,431 -11%
Bank of America
3
Bank of America
North Carolina
$65.6M 2,997,307 -20,863 -0.7%
Wells Fargo
4
Wells Fargo
California
$64.3M 2,934,894 -210,782 -7%
TA
5
Tiedemann Advisors
New York
$61M 2,783,954 +694,708 +33%
GWS
6
Glassman Wealth Services
Virginia
$47.1M 2,148,662 +103,276 +5%
FIM
7
Frontier Investment Management
Texas
$46.9M 2,143,423 +48,283 +2%
WF
8
Welch & Forbes
Massachusetts
$35.7M 1,628,642 -100,286 -6%
GT
9
Glenmede Trust
Pennsylvania
$25.2M 1,025,508 – –
HighTower Advisors
10
HighTower Advisors
Illinois
$23.1M 1,056,022 -177,431 -14%
WAM
11
Wealthspire Advisors (Maryland)
Maryland
$22M 1,005,495 +86,154 +9%
LPL Financial
12
LPL Financial
California
$20.7M 945,819 +110,039 +13%
A
13
AdvicePeriod
California
$18.9M 862,575 +18,169 +2%
CIA
14
Capital Investment Advisors
Georgia
$18.4M 839,879 +97,323 +13%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$18.1M 828,753 -9,513 -1%
ACM
16
Aviance Capital Management
Florida
$16.1M 732,970 +247,189 +51%
GT
17
Glenview Trust
Kentucky
$12.3M 559,851 +20,555 +4%
AFA
18
Arlington Financial Advisors
California
$11.1M 501,993 +117,668 +31%
AA
19
Advisory Alpha
Michigan
$10.9M 484,694 -23,248 -5%
MCWS
20
McKinley Carter Wealth Services
West Virginia
$9.69M 442,638 +13,885 +3%
BTS
21
BB&T Securities
Virginia
$9.64M 440,384 -814,396 -65%
BFA
22
Beaumont Financial Advisors
Massachusetts
$9.44M 431,127 -5,559 -1%
CL
23
Choreo LLC
Illinois
$9.13M 416,708 -145,344 -26%
JWA
24
JFS Wealth Advisors
Pennsylvania
$8.79M 401,121 -26,226 -6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$8.27M 377,758 +64,907 +21%
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