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First Trust North American Energy Infrastructure Fund

209 hedge funds and large institutions have $1.51B invested in First Trust North American Energy Infrastructure Fund in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 91 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 67

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

6% more capital invested

Capital invested by funds: $1.43B → $1.51B (+$83.1M)

0.93% more ownership

Funds ownership: 60.98%61.91% (+0.93%)

1% less funds holding

Funds holding: 211209 (-2)

Holders
209
Holders Change
-2
Holders Change %
-0.95%
% of All Funds
4.54%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.35%
New
27
Increased
91
Reduced
67
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$397M -$12.1M -485,734 -3%
TA
2
Tiedemann Advisors
New York
$130M +$1.86M +74,711 +1%
Wells Fargo
3
Wells Fargo
California
$102M +$8.46M +340,393 +9%
Bank of America
4
Bank of America
North Carolina
$70.1M +$843K +33,902 +1%
UBS Group
5
UBS Group
Switzerland
$68.3M +$4.29M +172,715 +7%
FIM
6
Frontier Investment Management
Texas
$64.6M +$2.46M +98,843 +4%
WF
7
Welch & Forbes
Massachusetts
$40.1M +$637K +25,631 +2%
WAM
8
Wealthspire Advisors (Maryland)
Maryland
$38.9M +$1.69M +67,863 +5%
CIA
9
Capital Investment Advisors
Georgia
$30.1M +$1.06M +42,623 +4%
A
10
AdvicePeriod
California
$27.9M +$229K +9,211 +0.8%
LPL Financial
11
LPL Financial
California
$27.4M +$1.93M +77,657 +8%
LJAC
12
L.J. Altfest & Co
New York
$26.1M -$1.12M -44,951 -4%
ABTD
13
Arvest Bank Trust Division
Oklahoma
$23.8M +$1.39M +56,017 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$21.6M +$1.76M +70,682 +9%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$19.7M -$660K -26,532 -3%
NEIRG
16
New England Investment & Retirement Group
Massachusetts
$19.3M +$17.1M +688,432 +861%
HFA
17
Huber Financial Advisors
Illinois
$17M +$480K +19,285 +3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$15.4M +$914K +36,754 +6%
GT
19
Glenview Trust
Kentucky
$14.1M +$237K +9,543 +2%
AAP
20
Arax Advisory Partners
Colorado
$14M +$13.8M +555,482 New
AFA
21
Arlington Financial Advisors
California
$13.9M -$94K -3,780 -0.7%
FA
22
Forefront Analytics
Pennsylvania
$13.5M +$9.43M +379,321 +242%
HighTower Advisors
23
HighTower Advisors
Illinois
$13M -$195K -7,842 -1%
HCM
24
Harvest Capital Management
New Hampshire
$11.4M +$4.12M +165,890 +58%
FCIM
25
Fairview Capital Investment Management
California
$10M +$383K +15,390 +4%