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First Trust North American Energy Infrastructure Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$416M -$1.41M -54,616 -0.4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$119M +$86.2M +3,331,278 +338%
TA
3
Tiedemann Advisors
New York
$103M +$1.45M +55,856 +2%
Bank of America
4
Bank of America
North Carolina
$93.3M +$4.34M +167,777 +5%
CAM
5
Cresset Asset Management
Illinois
$88.3M -$4.22M -162,920 -5%
CIA
6
Capital Investment Advisors
Georgia
$72.6M +$3.79M +146,308 +6%
Wells Fargo
7
Wells Fargo
California
$64.3M -$707K -27,316 -1%
GT
8
Glenview Trust
Kentucky
$57.7M +$5.15M +198,919 +11%
HighTower Advisors
9
HighTower Advisors
Illinois
$45.6M -$35.6M -1,376,937 -46%
WANY
10
Wealthspire Advisors (New York)
New York
$43.5M +$4.13M +159,623 +11%
UBS Group
11
UBS Group
Switzerland
$40.4M +$3.24M +125,155 +9%
LPL Financial
12
LPL Financial
California
$36.4M +$4.67M +180,271 +16%
GT
13
Glenmede Trust
Pennsylvania
$35.9M -$919K -35,502 -3%
WF
14
Welch & Forbes
Massachusetts
$33.3M -$808K -31,236 -3%
LJAC
15
L.J. Altfest & Co
New York
$31.9M +$983K +37,969 +3%
AT
16
Arvest Trust
Oklahoma
$25.6M +$673K +26,010 +3%
Mariner
17
Mariner
Kansas
$25.4M -$1.34M -51,851 -5%
FCIM
18
Fairview Capital Investment Management
California
$23.2M +$185K +7,161 +0.9%
LF
19
Lee Financial
Texas
$21.1M +$1.39M +53,837 +8%
UB
20
UMB Bank
Missouri
$16.2M +$618K +23,893 +4%
RJA
21
Raymond James & Associates
Florida
$14.7M +$2.28M +87,989 +20%
AAS
22
Avantax Advisory Services
Texas
$13.3M -$316K -12,200 -2%
IF
23
Intrua Financial
Texas
$13M +$15.5K +598 +0.1%
Stifel Financial
24
Stifel Financial
Missouri
$12.7M +$1.99M +76,923 +20%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$12.4M -$210K -8,106 -2%