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First Trust North American Energy Infrastructure Fund

204 hedge funds and large institutions have $1.37B invested in First Trust North American Energy Infrastructure Fund in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 82 reducing their positions, and 17 closing their positions.

Holders
204
Holders Change
+3
Holders Change %
+1.49%
% of All Funds
4.67%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
20
Increased
72
Reduced
82
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$389M 16,591,160 -222,811 -1%
TA
2
Tiedemann Advisors
New York
$96.6M 4,117,965 +370,132 +10%
Wells Fargo
3
Wells Fargo
California
$85.6M 3,648,193 +671,806 +23%
Bank of America
4
Bank of America
North Carolina
$68.2M 2,907,522 -126,625 -4%
UBS Group
5
UBS Group
Switzerland
$64.7M 2,758,229 -144,512 -5%
FIM
6
Frontier Investment Management
Texas
$57.9M 2,468,633 +152,907 +7%
GWS
7
Glassman Wealth Services
Virginia
$41.7M 1,776,533 -570,115 -24%
WF
8
Welch & Forbes
Massachusetts
$37.9M 1,616,892 +15,698 +1%
GT
9
Glenmede Trust
Pennsylvania
$26.7M 1,139,643 +77,534 +7%
CIA
10
Capital Investment Advisors
Georgia
$24.9M 1,061,616 +132,789 +14%
WAM
11
Wealthspire Advisors (Maryland)
Maryland
$24.7M 1,052,457 +37,914 +4%
A
12
AdvicePeriod
California
$22.9M 974,355 +133,898 +16%
LPL Financial
13
LPL Financial
California
$21.1M 898,876 -3,273 -0.4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$16.5M 701,922 +233,580 +50%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$15.2M 649,580 -105,756 -14%
GT
16
Glenview Trust
Kentucky
$13.5M 576,799 -11,835 -2%
AFA
17
Arlington Financial Advisors
California
$12.7M 544,683 +20,316 +4%
HFA
18
Huber Financial Advisors
Illinois
$12.7M 541,887 +106,732 +25%
AA
19
Advisory Alpha
Michigan
$12.3M 532,267 +20,898 +4%
HighTower Advisors
20
HighTower Advisors
Illinois
$12.2M 518,659 -60,244 -10%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$11.3M 482,659 +108,305 +29%
MCWS
22
McKinley Carter Wealth Services
West Virginia
$10.9M 463,248 +6,219 +1%
BTS
23
BB&T Securities
Virginia
$10.4M 443,458 -49,335 -10%
JWA
24
JFS Wealth Advisors
Pennsylvania
$9.49M 404,694 +16,022 +4%
AA
25
Ancora Advisors
Ohio
$9.43M 402,132 -2,731 -0.7%