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First Trust North American Energy Infrastructure Fund Institutional Ownership

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Ownership Summary as reported in the most recent 13F filings


Institutional Ownership 61.03%
Total Shares Outstanding (millions) 96
Total Value of Holdings (millions) $1,459

Active Positions

Holders Shares
Increased Positions 113 6,890,434
Decreased Positions 109 5,927,882
Held Positions 19 46,048,889
Total Institutional Shares 241 58,867,205

New and Sold Out Positions


Holders Shares
New Positions 42 1,661,383
Sold Out Positions 29 1,031,419

241 Institutional Holders
58,867,205 Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).


Owner Name Date Shares Held Change (Shares) Change (%) Value (in 1,000s)
MORGAN STANLEY 12/31/2018 16,222,906 (368,254) (2.22) 402,004
TIEDEMANN ADVISORS, LLC 12/31/2018 4,708,418 590,453 14.34 116,675
WELLS FARGO & COMPANY/MN 12/31/2018 3,854,893 206,700 5.67 95,524
BANK OF AMERICA CORP /DE/ 12/31/2018 2,823,748 (83,774) (2.88) 69,972
UBS GROUP AG 12/31/2018 2,807,081 48,852 1.77 69,559
FRONTIER INVESTMENT MGMT CO 12/31/2018 2,158,892 (309,741) (12.55) 53,497
WELCH & FORBES LLC 12/31/2018 1,580,463 (36,429) (2.25) 39,164
BRONFMAN E.L. ROTHSCHILD, L.P. 12/31/2018 1,394,257 341,800 32.48 34,550
GLENMEDE TRUST CO NA 12/31/2018 1,358,187 218,544 19.18 33,656
CAPITAL INVESTMENT ADVISORS, LLC 12/31/2018 1,111,922 50,306 4.74 27,553
ALTFEST L J & CO INC 12/31/2018 1,104,141 991,624 881.31 27,361
ADVICEPERIOD, LLC 12/31/2018 1,037,023 62,668 6.43 25,697
LPL FINANCIAL LLC 12/31/2018 908,527 9,651 1.07 22,513
ROYAL BANK OF CANADA 12/31/2018 753,363 103,783 15.98 18,668
COMMONWEALTH EQUITY SERVICES, LLC 12/31/2018 732,121 30,199 4.30 18,142

Institutional Holdings information for this company is filed by major institutions on form 13-F with the Securities and Exchange Commission.
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