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First Trust North American Energy Infrastructure Fund

211 hedge funds and large institutions have $1.43B invested in First Trust North American Energy Infrastructure Fund in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 81 increasing their positions, 77 reducing their positions, and 33 closing their positions.

Holders
211
Holders Change
-7
Holders Change %
-3.21%
% of All Funds
4.57%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
27
Increased
81
Reduced
77
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$402M 16,259,168 +36,262 +0.2%
TA
2
Tiedemann Advisors
New York
$126M 5,100,515 +392,097 +8%
Wells Fargo
3
Wells Fargo
California
$92.3M 3,732,013 -122,880 -3%
Bank of America
4
Bank of America
North Carolina
$68.1M 2,753,887 -69,861 -2%
UBS Group
5
UBS Group
Switzerland
$62.9M 2,541,887 -265,194 -9%
FIM
6
Frontier Investment Management
Texas
$61.1M 2,470,513 +311,621 +14%
WF
7
Welch & Forbes
Massachusetts
$38.8M 1,568,079 -12,384 -0.8%
WAM
8
Wealthspire Advisors (Maryland)
Maryland
$36.5M 1,477,188 +82,931 +6%
CIA
9
Capital Investment Advisors
Georgia
$28.5M 1,151,970 +40,048 +4%
A
10
AdvicePeriod
California
$27.2M 1,101,451 +64,428 +6%
LJAC
11
L.J. Altfest & Co
New York
$26.8M 1,082,477 -21,664 -2%
LPL Financial
12
LPL Financial
California
$25M 1,011,267 +102,740 +11%
ABTD
13
Arvest Bank Trust Division
Oklahoma
$22.1M 892,168 +345,529 +63%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$20M 809,319 +77,198 +11%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$19.5M 786,534 +33,171 +4%
HFA
16
Huber Financial Advisors
Illinois
$16.3M 658,119 +120,899 +23%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$14.2M 573,706 +39,942 +7%
AFA
18
Arlington Financial Advisors
California
$13.8M 558,376 +261,965 +88%
GT
19
Glenview Trust
Kentucky
$13.6M 549,766 +2,176 +0.4%
HighTower Advisors
20
HighTower Advisors
Illinois
$13M 526,417 -33,872 -6%
FCIM
21
Fairview Capital Investment Management
California
$9.5M 384,208 -9,255 -2%
BFA
22
Beaumont Financial Advisors
Massachusetts
$8.7M 351,624 +20,790 +6%
ACM
23
Aviance Capital Management
Florida
$8.65M 349,753 +124,186 +55%
PAG
24
Private Advisor Group
New Jersey
$8.57M 346,492 +13,126 +4%
LA
25
LVW Advisors
New York
$8.39M 339,193 +34,376 +11%