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icono de EMLP

First Trust North American Energy Infrastructure Fund
EMLP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 786 M -USD 3.87 M -88,859 -0.5%
Capital Investment Advisors
2
Capital Investment Advisors
Georgia
USD 189 M +USD 3.2 M +73,314 +2%
Cresset Asset Management
3
Cresset Asset Management
Illinois
USD 131 M +USD 8.8 M +201,921 +7%
AlTi Global
4
AlTi Global
New York
USD 122 M +USD 309 k +7,078 +0.3%
LPL Financial
5
LPL Financial
California
USD 118 M +USD 4.48 M +102,640 +4%
Bank of America
6
Bank of America
North Carolina
USD 111 M +USD 7.31 M +167,594 +7%
Glenview Trust
7
Glenview Trust
Kentucky
USD 107 M -USD 448 k -10,280 -0.4%
Wells Fargo
8
Wells Fargo
California
USD 104 M +USD 23.6 k +541 +0%
Wealthspire Advisors (New York)
9
Wealthspire Advisors (New York)
New York
USD 90.4 M +USD 1.3 M +29,827 +1%
Cerity Partners OCIO
10
Cerity Partners OCIO
New York
USD 71 M -USD 8.83 M -202,489 -11%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
USD 61.4 M +USD 73.6 k +1,687 +0.1%
UBS Group
12
UBS Group
Switzerland
USD 59.1 M +USD 1.41 M +32,366 +2%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
USD 44.5 M +USD 5.46 M +125,114 +14%
Glenmede Trust
14
Glenmede Trust
Pennsylvania
USD 44.2 M -USD 2.84 M -65,073 -6%
Welch & Forbes
15
Welch & Forbes
Massachusetts
USD 40.8 M -USD 2.55 M -58,470 -6%
L.J. Altfest & Co
16
L.J. Altfest & Co
New York
USD 40.6 M -USD 1.11 M -25,348 -3%
Raymond James Financial
17
Raymond James Financial
Florida
USD 40.4 M +USD 2.66 M +61,105 +7%
Disciplina Capital Management
18
Disciplina Capital Management
Tennessee
USD 39.9 M +USD 2.61 M +59,787 +7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 39.5 M +USD 1.62 M +37,133 +4%
Mariner
20
Mariner
Kansas
USD 33.2 M -USD 538 k -12,342 -2%
Lee Financial
21
Lee Financial
Texas
USD 30.2 M +USD 227 k +5,210 +0.8%
Modern Wealth Management
22
Modern Wealth Management
Kansas
USD 22.2 M -USD 499 k -11,448 -2%
BIA
23
Barry Investment Advisors
Massachusetts
USD 21.9 M +USD 1.22 M +27,986 +6%
Kestra Private Wealth Services
24
Kestra Private Wealth Services
Texas
USD 21.5 M +USD 4.09 M +93,844 +23%
VPA
25
Vernal Point Advisors
California
USD 15.5 M +USD 2.55 M +58,478 +20%
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