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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

201 hedge funds and large institutions have $1.37B invested in First Trust North American Energy Infrastructure Fund in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 80 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
4.61%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.25%
New
21
Increased
80
Reduced
79
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
$52.8M
2
TA
Tiedemann Advisors
New York
$87M
3
GWS
Glassman Wealth Services
Virginia
$54.5M
4
FIM
Frontier Investment Management
Texas
$53.8M
5
AA
Ancora Advisors
Ohio
$9.4M

Top Sellers

1
ACM
Aviance Capital Management
Florida
$9K
2
HighTower Advisors
HighTower Advisors
Illinois
$13.4M
3
UBS Group
UBS Group
Switzerland
$67.4M
4
CL
Choreo LLC
Illinois
$3.71M
5
KCM
Karp Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$390M +$716K +30,828 +0.2%
TA
2
Tiedemann Advisors
New York
$87M +$22.4M +963,879 +35%
Bank of America
3
Bank of America
North Carolina
$70.5M +$855K +36,840 +1%
Wells Fargo
4
Wells Fargo
California
$69.1M +$963K +41,493 +1%
UBS Group
5
UBS Group
Switzerland
$67.4M -$9.93M -427,464 -13%
GWS
6
Glassman Wealth Services
Virginia
$54.5M +$4.6M +197,986 +9%
FIM
7
Frontier Investment Management
Texas
$53.8M +$4M +172,303 +8%
CWM
8
Cornerstone Wealth Management
Missouri
$52.8M +$52.2M +1,207,833 +9,302%
WF
9
Welch & Forbes
Massachusetts
$37.2M -$637K -27,448 -2%
GT
10
Glenmede Trust
Pennsylvania
$24.7M +$850K +36,601 +4%
WAM
11
Wealthspire Advisors (Maryland)
Maryland
$23.6M +$210K +9,048 +0.9%
CIA
12
Capital Investment Advisors
Georgia
$21.6M +$2.07M +88,948 +11%
LPL Financial
13
LPL Financial
California
$20.9M -$1.01M -43,670 -5%
A
14
AdvicePeriod
California
$19.5M -$514K -22,118 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$17.5M -$1.7M -73,417 -9%
GT
16
Glenview Trust
Kentucky
$13.7M +$668K +28,783 +5%
HighTower Advisors
17
HighTower Advisors
Illinois
$13.4M -$11.1M -477,119 -45%
AFA
18
Arlington Financial Advisors
California
$12.5M +$535K +22,374 +4%
AA
19
Advisory Alpha
Michigan
$12.1M +$629K +26,675 +6%
BTS
20
BB&T Securities
Virginia
$11.4M +$1.22M +52,409 +12%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$10.9M +$2.1M +90,584 +24%
MCWS
22
McKinley Carter Wealth Services
West Virginia
$10.6M +$334K +14,391 +3%
HFA
23
Huber Financial Advisors
Illinois
$10.1M +$1.96M +84,421 +24%
AAP
24
Arax Advisory Partners
Colorado
$10.1M +$2.08M +89,683 +26%
AA
25
Ancora Advisors
Ohio
$9.4M +$3.82M +164,333 +68%
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