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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

216 hedge funds and large institutions have $1.31B invested in First Trust North American Energy Infrastructure Fund in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 82 increasing their positions, 88 reducing their positions, and 36 closing their positions.

Holders
216
Holders Change
-19
Holders Change %
-8.09%
% of All Funds
4.44%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
19
Increased
82
Reduced
88
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
1
Tiedemann Advisors
New York
$97.1M
2
IF
2
Intrua Financial
Texas
$7.61M
3
CAM
3
Cresset Asset Management
Illinois
$27.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.88M
5
GT
5
Glenview Trust
Kentucky
$20.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$370M
2
WANY
2
Wealthspire Advisors (New York)
New York
$7.01M
3
Bank of America
3
Bank of America
North Carolina
$53.2M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.21M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$370M 18,575,703 -6,840,761 -27%
TA
2
Tiedemann Advisors
New York
$97.1M 4,870,026 +450,352 +10%
Wells Fargo
3
Wells Fargo
California
$80.2M 4,023,516 -49,480 -1%
FIM
4
Frontier Investment Management
Texas
$60.7M 3,042,887 +113,750 +4%
Bank of America
5
Bank of America
North Carolina
$53.2M 2,668,077 -560,328 -17%
UBS Group
6
UBS Group
Switzerland
$38.4M 1,926,702 -128,816 -6%
CIA
7
Capital Investment Advisors
Georgia
$36.1M 1,811,852 +167,717 +10%
GT
8
Glenmede Trust
Pennsylvania
$30M 1,506,942 +146,943 +11%
WF
9
Welch & Forbes
Massachusetts
$29.6M 1,485,377 -27,131 -2%
CAM
10
Cresset Asset Management
Illinois
$27.7M 1,390,900 +365,652 +36%
A
11
AdvicePeriod
California
$21.9M 1,099,496 -34,153 -3%
WAM
12
Wealthspire Advisors (Maryland)
Maryland
$21.8M 1,092,598 +34,973 +3%
GT
13
Glenview Trust
Kentucky
$20.7M 1,040,041 +289,608 +39%
LPL Financial
14
LPL Financial
California
$20M 1,003,823 -46,316 -4%
LJAC
15
L.J. Altfest & Co
New York
$18.8M 944,300 +18,674 +2%
ABTD
16
Arvest Bank Trust Division
Oklahoma
$15.3M 765,478 +60,902 +9%
SC
17
Savant Capital
Illinois
$14.2M 711,999 -59,431 -8%
AAP
18
Arax Advisory Partners
Colorado
$13.4M 672,637 +27,515 +4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$12.4M 624,278 -118,173 -16%
VWM
20
Venturi Wealth Management
Texas
$11.9M 594,757 +161,318 +37%
MA
21
MCF Advisors
Kentucky
$10.9M 547,992 +73,863 +16%
RJA
22
Raymond James & Associates
Florida
$10.7M 536,606 -58,647 -10%
ABC
23
Associated Banc-Corp
Wisconsin
$9.28M 465,521 +5,991 +1%
FCIM
24
Fairview Capital Investment Management
California
$9.18M 460,223 -725 -0.2%
CG
25
Colony Group
Massachusetts
$9.01M 451,849 -21,602 -5%
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