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First Trust North American Energy Infrastructure Fund

216 hedge funds and large institutions have $1.56B invested in First Trust North American Energy Infrastructure Fund in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 23 closing their positions.

Holders
216
Holders Change
+7
Holders Change %
+3.35%
% of All Funds
4.74%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
31
Increased
78
Reduced
76
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$404M 15,772,862 -572 -0%
TA
2
Tiedemann Advisors
New York
$140M 5,461,593 +286,367 +6%
Wells Fargo
3
Wells Fargo
California
$94.9M 3,709,919 -362,487 -9%
Bank of America
4
Bank of America
North Carolina
$70.6M 2,759,843 -27,946 -1%
FIM
5
Frontier Investment Management
Texas
$68.2M 2,665,266 +95,910 +4%
UBS Group
6
UBS Group
Switzerland
$63.2M 2,470,867 -243,735 -9%
WAM
7
Wealthspire Advisors (Maryland)
Maryland
$41.1M 1,605,288 +60,237 +4%
WF
8
Welch & Forbes
Massachusetts
$40.6M 1,585,785 -7,925 -0.5%
CIA
9
Capital Investment Advisors
Georgia
$32.1M 1,255,772 +61,179 +5%
A
10
AdvicePeriod
California
$28.6M 1,119,198 +8,536 +0.8%
LPL Financial
11
LPL Financial
California
$28.2M 1,103,595 +14,671 +1%
LJAC
12
L.J. Altfest & Co
New York
$25.4M 993,979 -43,547 -4%
ABTD
13
Arvest Bank Trust Division
Oklahoma
$24.8M 967,789 +19,604 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$22.7M 885,409 +28,193 +3%
NEIRG
15
New England Investment & Retirement Group
Massachusetts
$19.3M 754,306 -14,091 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$18.6M 727,587 -55,200 -7%
HFA
17
Huber Financial Advisors
Illinois
$17.8M 694,610 +17,206 +3%
LA
18
LVW Advisors
New York
$15M 584,453 +193,868 +50%
AAP
19
Arax Advisory Partners
Colorado
$14.9M 583,013 +27,531 +5%
GT
20
Glenview Trust
Kentucky
$14.6M 571,341 +12,032 +2%
FA
21
Forefront Analytics
Pennsylvania
$14.6M 570,247 +34,233 +6%
AFA
22
Arlington Financial Advisors
California
$14.3M 558,872 +4,276 +0.8%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$13.9M 544,042 -66,418 -11%
HighTower Advisors
24
HighTower Advisors
Illinois
$12.8M 501,063 -17,512 -3%
PWPCM
25
Perella Weinberg Partners Capital Management
New York
$12.3M 480,263 +480,263 New