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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

217 hedge funds and large institutions have $1.19B invested in First Trust North American Energy Infrastructure Fund in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 86 reducing their positions, and 23 closing their positions.

Holders
217
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
4.39%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
27
Increased
70
Reduced
86
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCFM
1
Clear Creek Financial Management
Washington
$39.2M
2
Bank of America
2
Bank of America
North Carolina
$69.7M
3
AO
3
Advisor OS
Illinois
$13.6M
4
WAM
4
Wealthspire Advisors (Maryland)
Maryland
$28.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$322M
2
Wells Fargo
2
Wells Fargo
California
$63M
3
AAP
3
Arax Advisory Partners
Colorado
$499K
4
UBS Group
4
UBS Group
Switzerland
$27.6M
5
SC
5
Savant Capital
Illinois
$7.77M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$322M 16,892,351 -1,683,352 -9%
TA
2
Tiedemann Advisors
New York
$88.7M 4,658,415 -211,611 -4%
Bank of America
3
Bank of America
North Carolina
$69.7M 3,662,162 +994,085 +37%
Wells Fargo
4
Wells Fargo
California
$63M 3,307,559 -715,957 -18%
CCFM
5
Clear Creek Financial Management
Washington
$39.2M 2,058,712 +2,058,712 New
CIA
6
Capital Investment Advisors
Georgia
$36.3M 1,908,403 +96,551 +5%
CAM
7
Cresset Asset Management
Illinois
$30.9M 1,624,651 +233,751 +17%
WAM
8
Wealthspire Advisors (Maryland)
Maryland
$28.3M 1,485,842 +393,244 +36%
GT
9
Glenmede Trust
Pennsylvania
$27.9M 1,466,586 -40,356 -3%
UBS Group
10
UBS Group
Switzerland
$27.6M 1,450,015 -476,687 -25%
WF
11
Welch & Forbes
Massachusetts
$27.2M 1,428,418 -56,959 -4%
GT
12
Glenview Trust
Kentucky
$21.2M 1,115,743 +75,702 +7%
A
13
AdvicePeriod
California
$19.6M 1,029,356 -70,140 -6%
LJAC
14
L.J. Altfest & Co
New York
$18.6M 974,360 +30,060 +3%
LPL Financial
15
LPL Financial
California
$18.2M 957,528 -46,295 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$16.4M 862,066 +237,788 +38%
ABTD
17
Arvest Bank Trust Division
Oklahoma
$15.4M 810,599 +45,121 +6%
AO
18
Advisor OS
Illinois
$13.6M 338,860 +338,860 New
FA
19
Forefront Analytics
Pennsylvania
$11.8M 619,334 +232,984 +60%
MA
20
MCF Advisors
Kentucky
$11.2M 587,468 +39,476 +7%
VWM
21
Venturi Wealth Management
Texas
$10.4M 548,140 -46,617 -8%
FCIM
22
Fairview Capital Investment Management
California
$9.35M 490,873 +30,650 +7%
RJA
23
Raymond James & Associates
Florida
$9.22M 483,996 -52,610 -10%
HighTower Advisors
24
HighTower Advisors
Illinois
$8.5M 447,134 -3,362 -0.7%
ABC
25
Associated Banc-Corp
Wisconsin
$8.24M 432,694 -32,827 -7%
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