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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

360 hedge funds and large institutions have $2.5B invested in First Trust North American Energy Infrastructure Fund in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 134 increasing their positions, 118 reducing their positions, and 17 closing their positions.

Holders
360
Holders Change
+19
Holders Change %
+5.57%
% of All Funds
4.83%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
43
Increased
134
Reduced
118
Closed
17
Calls
$398K
Puts
–
Net Calls
+$398K
Net Calls Change
+$163K

Top Buyers

1
GIM
1
Glenmede Investment Management
Pennsylvania
$37.3M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$27.1M
3
DCM
3
Disciplina Capital Management
Tennessee
$33.3M
4
FLPIM
4
F.L. Putnam Investment Management
Massachusetts
$10.2M
5
SWP
5
Strategic Wealth Partners
Ohio
$6.75M

Top Sellers

1
CWM
1
Comprehensive Wealth Management
Washington
$0
2
FFP
2
FourThought Financial Partners
Florida
$1.26M
3
AG
3
AlTi Global
New York
$110M
4
UBS Group
4
UBS Group
Switzerland
$51.9M
5
BPAMU
5
BTG Pactual Asset Management US
New York
$1.96M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$650M 17,335,497 +47,488 +0.3%
CIA
2
Capital Investment Advisors
Georgia
$144M 3,842,513 +129,664 +3%
AG
3
AlTi Global
New York
$110M 2,931,743 -87,648 -3%
GT
4
Glenview Trust
Kentucky
$97.2M 2,592,515 +27,144 +1%
LPL Financial
5
LPL Financial
California
$88.1M 2,349,160 +120,834 +5%
CAM
6
Cresset Asset Management
Illinois
$87.7M 2,339,093 +82,307 +4%
Wells Fargo
7
Wells Fargo
California
$84.4M 2,251,265 +26,086 +1%
WANY
8
Wealthspire Advisors (New York)
New York
$78.8M 2,099,516 +31,960 +2%
Bank of America
9
Bank of America
North Carolina
$71.5M 1,906,011 +164,425 +9%
CPO
10
Cerity Partners OCIO
New York
$71.1M 1,894,186 – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$55.9M 1,489,059 +35,657 +2%
UBS Group
12
UBS Group
Switzerland
$51.9M 1,383,881 -65,794 -5%
WF
13
Welch & Forbes
Massachusetts
$39.9M 1,063,563 -1,302 -0.1%
GIM
14
Glenmede Investment Management
Pennsylvania
$37.3M 993,380 +993,380 New
LJAC
15
L.J. Altfest & Co
New York
$34.7M 925,969 -29,557 -3%
DCM
16
Disciplina Capital Management
Tennessee
$33.3M 886,873 +257,995 +41%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$32.6M 868,701 -38,173 -4%
Raymond James Financial
18
Raymond James Financial
Florida
$28.7M 764,018 +142,472 +23%
Mariner
19
Mariner
Kansas
$28.3M 755,825 +15,405 +2%
LF
20
Lee Financial
Texas
$27.6M 735,742 -28,143 -4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$27.1M 722,487 +345,118 +91%
JIP
22
Jaffetilchin Investment Partners
Florida
$23.8M 633,498 -350 -0.1%
ABTD
23
Arvest Bank Trust Division
Oklahoma
$19.6M 521,423 -6,139 -1%
MWM
24
Modern Wealth Management
Kansas
$19.4M 516,593 -5,880 -1%
OPAM
25
Ocean Park Asset Management
California
$18.5M 494,000 – –
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