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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

284 hedge funds and large institutions have $1.85B invested in First Trust North American Energy Infrastructure Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 106 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-16
Holders Change %
-5.33%
% of All Funds
4.55%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
17
Increased
106
Reduced
113
Closed
26
Calls
$27K
Puts
–
Net Calls
+$27K
Net Calls Change
-$1.06M

Top Buyers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
$103M
2
Morgan Stanley
Morgan Stanley
New York
$424M
3
Corient Private Wealth
Corient Private Wealth
Florida
$4.06M
4
OMC
Old Mission Capital
Illinois
$5.81M
5
CIA
Capital Investment Advisors
Georgia
$88M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$61.8M
2
TA
Tiedemann Advisors
New York
$123M
3
Bank of America
Bank of America
North Carolina
$53.4M
4
AWE
Avidian Wealth Enterprises
Texas
$327K
5
Stifel Financial
Stifel Financial
Missouri
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
226
Focus Financial Network
Minnesota
$205K +$5.17K +194 +3%
PP
227
Patron Partners
Texas
$204K +$204K +7,675 New
PTC
228
Private Trust Company
Ohio
$190K – – –
ASN
229
Advisory Services Network
Georgia
$187K -$16K -600 -8%
BAM
230
Belpointe Asset Management
Nevada
$183K -$228K -8,551 -55%
Qube Research & Technologies (QRT)
231
Qube Research & Technologies (QRT)
United Kingdom
$181K -$189K -7,113 -51%
AF
232
Allworth Financial
California
$177K – – –
AWA
233
Artemis Wealth Advisors
New York
$168K -$1.12K -42 -0.7%
William Blair & Company
234
William Blair & Company
Illinois
$153K -$8.04K -302 -5%
GWM
235
Geneos Wealth Management
Colorado
$151K -$2.66K -100 -2%
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$131K +$16.6K +622 +14%
GCM
237
Gables Capital Management
Florida
$126K – – –
SWM
238
Spire Wealth Management
Virginia
$125K +$5.01K +188 +4%
CIAS
239
Capital Investment Advisory Services
North Carolina
$115K – – –
TAM
240
Tucker Asset Management
Colorado
$107K +$57K +2,141 +115%
CA
241
Clearstead Advisors
Ohio
$107K -$1.97K -74 -2%
MPWT
242
MassMutual Private Wealth & Trust
Connecticut
$105K -$253K -9,510 -71%
BCM
243
Birch Capital Management
Texas
$93.7K +$34.2K +1,286 +58%
HNB
244
Huntington National Bank
Ohio
$91.9K – – –
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$82K – – –
AWM
246
Avior Wealth Management
Nebraska
$75.3K +$75.3K +2,829 New
WP
247
WealthShield Partners
North Carolina
$68.9K +$68.9K +2,587 New
GWANC
248
Guardian Wealth Advisors (North Carolina)
North Carolina
$63.9K – – –
BTI
249
Blue Trust Inc
Georgia
$60K – – –
BF
250
BOK Financial
Oklahoma
$52.6K -$887K -33,308 -94%
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