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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

235 hedge funds and large institutions have $1.31B invested in First Trust North American Energy Infrastructure Fund in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 93 reducing their positions, and 48 closing their positions.

Holders
235
Holders Change
-24
Holders Change %
-9.27%
% of All Funds
5.19%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.18%
New
28
Increased
83
Reduced
93
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$452M
2
WANY
2
Wealthspire Advisors (New York)
New York
$25.5M
3
SC
3
Savant Capital
Illinois
$13.7M
4
CAM
4
Cresset Asset Management
Illinois
$18.2M
5
ABC
5
Associated Banc-Corp
Wisconsin
$8.18M

Top Sellers

1
NEIRG
1
New England Investment & Retirement Group
Massachusetts
$25K
2
LA
2
LVW Advisors
New York
$0
3
AFA
3
Arlington Financial Advisors
California
$0
4
UBS Group
4
UBS Group
Switzerland
$36.6M
5
TA
5
Tiedemann Advisors
New York
$78.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$452M 25,416,464 +7,401,957 +41%
TA
2
Tiedemann Advisors
New York
$78.6M 4,419,674 -726,920 -14%
Wells Fargo
3
Wells Fargo
California
$72.5M 4,072,996 -304,609 -7%
Bank of America
4
Bank of America
North Carolina
$57.4M 3,228,405 -105,743 -3%
FIM
5
Frontier Investment Management
Texas
$52.1M 2,929,137 +114,622 +4%
UBS Group
6
UBS Group
Switzerland
$36.6M 2,055,518 -786,282 -28%
GT
7
Glenmede Trust
Pennsylvania
$34.7M 1,359,999 – –
CIA
8
Capital Investment Advisors
Georgia
$27.7M 1,644,135 +287,614 +21%
WF
9
Welch & Forbes
Massachusetts
$26.9M 1,512,508 -52,100 -3%
WANY
10
Wealthspire Advisors (New York)
New York
$25.5M 1,431,508 +941,494 +192%
A
11
AdvicePeriod
California
$20.2M 1,133,649 -47,799 -4%
WAM
12
Wealthspire Advisors (Maryland)
Maryland
$18.8M 1,057,625 -213,868 -17%
LPL Financial
13
LPL Financial
California
$18.7M 1,050,139 -139,102 -12%
CAM
14
Cresset Asset Management
Illinois
$18.2M 1,025,248 +764,051 +293%
LJAC
15
L.J. Altfest & Co
New York
$16.5M 925,626 -61,322 -6%
HFA
16
Huber Financial Advisors
Illinois
$13.7M 771,430 +51,321 +7%
SC
17
Savant Capital
Illinois
$13.7M 771,430 +771,430 New
GT
18
Glenview Trust
Kentucky
$13.4M 750,433 +83,791 +13%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$13.2M 742,451 -218,749 -23%
ABTD
20
Arvest Bank Trust Division
Oklahoma
$12.5M 704,576 +57,700 +9%
AAP
21
Arax Advisory Partners
Colorado
$11.5M 645,122 +56,793 +10%
RJA
22
Raymond James & Associates
Florida
$10.6M 595,253 +129,446 +28%
HighTower Advisors
23
HighTower Advisors
Illinois
$8.73M 491,471 -5,972 -1%
MA
24
MCF Advisors
Kentucky
$8.44M 474,129 +97,993 +26%
CG
25
Colony Group
Massachusetts
$8.42M 473,451 +7,897 +2%
1
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