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First Trust North American Energy Infrastructure Fund

218 hedge funds and large institutions have $1.23B invested in First Trust North American Energy Infrastructure Fund in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 69 increasing their positions, 83 reducing their positions, and 29 closing their positions.

Holders
218
Holders Change
+14
Holders Change %
+6.86%
% of All Funds
4.86%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.27%
New
45
Increased
69
Reduced
83
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$348M 16,222,906 -368,254 -2%
TA
2
Tiedemann Advisors
New York
$101M 4,708,418 +590,453 +14%
Wells Fargo
3
Wells Fargo
California
$82.7M 3,854,893 +206,700 +6%
Bank of America
4
Bank of America
North Carolina
$60.6M 2,823,748 -83,774 -3%
UBS Group
5
UBS Group
Switzerland
$60.2M 2,807,081 +48,852 +2%
FIM
6
Frontier Investment Management
Texas
$46.3M 2,158,892 -309,741 -13%
WF
7
Welch & Forbes
Massachusetts
$33.9M 1,580,463 -36,429 -2%
WAM
8
Wealthspire Advisors (Maryland)
Maryland
$29.9M 1,394,257 +341,800 +32%
CIA
9
Capital Investment Advisors
Georgia
$23.9M 1,111,922 +50,306 +5%
LJAC
10
L.J. Altfest & Co
New York
$23.7M 1,104,141 +991,624 +881%
A
11
AdvicePeriod
California
$22.2M 1,037,023 +62,668 +6%
LPL Financial
12
LPL Financial
California
$19.5M 908,527 +9,651 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$16.2M 753,363 +103,783 +16%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$15.7M 732,121 +30,199 +4%
HighTower Advisors
15
HighTower Advisors
Illinois
$12M 560,289 +41,630 +8%
GT
16
Glenview Trust
Kentucky
$11.7M 547,590 -29,209 -5%
ABTD
17
Arvest Bank Trust Division
Oklahoma
$11.7M 546,639 +415,777 +318%
HFA
18
Huber Financial Advisors
Illinois
$11.5M 537,220 -4,667 -0.9%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$11.4M 533,764 +51,105 +11%
AAP
20
Arax Advisory Partners
Colorado
$10.9M 508,390 +132,020 +35%
PWPCM
21
Perella Weinberg Partners Capital Management
New York
$10.3M 480,263 +480,263 New
FCIM
22
Fairview Capital Investment Management
California
$8.44M 393,463 +22,625 +6%
AA
23
Ancora Advisors
Ohio
$8.21M 382,913 -19,219 -5%
CCMG
24
Clark Capital Management Group
Pennsylvania
$7.26M 338,315 +139,565 +70%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$7.26M 338,341 +263,294 +351%