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First Trust North American Energy Infrastructure Fund

259 hedge funds and large institutions have $1.78B invested in First Trust North American Energy Infrastructure Fund in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 15 closing their positions.

Holders
259
Holders Change
+43
Holders Change %
+19.91%
% of All Funds
5.11%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
59
Increased
104
Reduced
67
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$459M 18,014,507 +2,241,645 +14%
TA
2
Tiedemann Advisors
New York
$131M 5,146,594 -314,999 -6%
Wells Fargo
3
Wells Fargo
California
$112M 4,377,605 +667,686 +18%
Bank of America
4
Bank of America
North Carolina
$85M 3,334,148 +574,305 +21%
UBS Group
5
UBS Group
Switzerland
$72.4M 2,841,800 +370,933 +15%
FIM
6
Frontier Investment Management
Texas
$71.7M 2,814,515 +149,249 +6%
WF
7
Welch & Forbes
Massachusetts
$39.9M 1,564,608 -21,177 -1%
CIA
8
Capital Investment Advisors
Georgia
$34.8M 1,356,521 +100,749 +8%
GT
9
Glenmede Trust
Pennsylvania
$34.7M 1,359,999 -125,960 -8%
WAM
10
Wealthspire Advisors (Maryland)
Maryland
$32.4M 1,271,493 -333,795 -21%
LPL Financial
11
LPL Financial
California
$30.3M 1,189,241 +85,646 +8%
A
12
AdvicePeriod
California
$30.1M 1,181,448 +62,250 +6%
NEIRG
13
New England Investment & Retirement Group
Massachusetts
$26.1M 1,025,353 +271,047 +36%
LJAC
14
L.J. Altfest & Co
New York
$25.2M 986,948 -7,031 -0.7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$24.5M 961,200 +75,791 +9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$19.7M 772,789 +45,202 +6%
HFA
17
Huber Financial Advisors
Illinois
$18.4M 720,109 +25,499 +4%
GT
18
Glenview Trust
Kentucky
$17M 666,642 +95,301 +17%
ABTD
19
Arvest Bank Trust Division
Oklahoma
$16.5M 646,876 -320,913 -33%
PAG
20
Private Advisor Group
New Jersey
$16.3M 637,679 +250,528 +65%
AAP
21
Arax Advisory Partners
Colorado
$15M 588,329 +5,316 +0.9%
FA
22
Forefront Analytics
Pennsylvania
$14.8M 582,436 +12,189 +2%
LA
23
LVW Advisors
New York
$14.8M 579,140 -5,313 -0.9%
AFA
24
Arlington Financial Advisors
California
$14.6M 571,614 +12,742 +2%
HighTower Advisors
25
HighTower Advisors
Illinois
$12.7M 497,443 -3,620 -0.7%