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First Trust North American Energy Infrastructure Fund

257 hedge funds and large institutions have $1.56B invested in First Trust North American Energy Infrastructure Fund in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 113 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

102% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 56

12% more funds holding

Funds holding: 230257 (+27)

8% more capital invested

Capital invested by funds: $1.45B → $1.56B (+$117M)

0.55% more ownership

Funds ownership: 72.22%72.76% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
257
Holders Change
+27
Holders Change %
+11.74%
% of All Funds
3.96%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
44
Increased
113
Reduced
56
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
226
Koshinski Asset Management
Illinois
$38.2K
SC
227
Solstein Capital
California
$33K
AIP
228
Ahrens Investment Partners
Louisiana
$31K +$30.3K +1,225 New
MFT
229
Moisand Fitzgerald Tamayo
Florida
$31K +$30.4K +1,230 New
OC
230
Oakworth Capital
Alabama
$29K
GWSG
231
GPS Wealth Strategies Group
Colorado
$26K
STCOSD
232
Sageworth Trust Company of South Dakota
South Dakota
$26K +$25.9K +1,047 New
CA
233
Clearstead Advisors
Ohio
$25K +$24.7K +1,000 New
ST
234
Sageworth Trust
Pennsylvania
$25K +$25K +1,012 New
BAM
235
Bellevue Asset Management
Washington
$23K
TSWM
236
Tyler-Stone Wealth Management
Ohio
$17K +$17K +688 New
POIA
237
Pin Oak Investment Advisors
Texas
$17K +$17.1K +690 New
TAM
238
Tucker Asset Management
Colorado
$16.2K +$198 +8 +1%
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$12K
HI
240
Hoey Investments
Pennsylvania
$9K
LFG
241
Larson Financial Group
Missouri
$9K +$8.92K +361 New
KFI
242
Key Financial Inc
Pennsylvania
$8K
GI
243
Gradient Investments
Minnesota
$8K +$5.78K +234 +229%
AIC
244
Archer Investment Corporation
Indiana
$7.11K
US Bancorp
245
US Bancorp
Minnesota
$6K
MWM
246
Mascoma Wealth Management
New Hampshire
$5K +$4.5K +182 New
AF
247
Allworth Financial
California
$4K
CHA
248
Carmichael Hill & Associates
Maryland
$4K
SIS
249
Sound Income Strategies
Florida
$4K
WFS
250
Widmann Financial Services
Maryland
$4K +$4.08K +165 New

EMLP Hedge Fund Activity: Q4 2021 in Review

257 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q4 2021, worth a combined $1.56B — up 8.1% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EMLP positions and 14 closed out — a net gain of 30 holders — while 113 added to existing stakes and 56 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10M. The largest seller was Forefront Analytics, cutting an estimated $6.3M.

  • 257 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q4 2021, up from 230 in Q3 2021.
  • Funds reported $1.56B of First Trust North American Energy Infrastructure Fund stock for Q4 2021, up 8.1% quarter-over-quarter.
  • 44 funds opened new First Trust North American Energy Infrastructure Fund positions in Q4 2021 and 14 closed out, a net change of +30 holders.
  • The largest First Trust North American Energy Infrastructure Fund buyer in Q4 2021 was Morgan Stanley, an estimated $10M added.
  • The largest First Trust North American Energy Infrastructure Fund seller in Q4 2021 was Forefront Analytics, an estimated $6.3M sold.

Based on aggregated 13F filings for Q4 2021.