EMLP icon

First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

290 hedge funds and large institutions have $1.83B invested in First Trust North American Energy Infrastructure Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 88 increasing their positions, 129 reducing their positions, and 13 closing their positions.

Holders
290
Holders Change
+6
Holders Change %
+2.11%
% of All Funds
4.57%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
23
Increased
88
Reduced
129
Closed
13
Calls
$30K
Puts
$320K
Net Calls
-$290K
Net Calls Change
-$317K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$444M
2
DCM
2
Disciplina Capital Management
Tennessee
$20.5M
3
KAS
3
Kestra Advisory Services
Texas
$5.22M
4
CAM
4
Concorde Asset Management
Michigan
$2.9M
5
FA
5
FDx Advisors
Illinois
$6.87M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$110M
2
CAM
2
Cresset Asset Management
Illinois
$59.6M
3
Wells Fargo
3
Wells Fargo
California
$59.7M
4
Bank of America
4
Bank of America
North Carolina
$46.9M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
226
Focus Financial Network
Minnesota
$209K +$432 +16 +0.2%
WS
227
Wedbush Securities
California
$207K -$63.2K -2,344 -23%
DWA
228
Divergent Wealth Advisors
Utah
$206K +$206K +7,612 New
HFS
229
Howard Financial Services
Texas
$203K +$203K +7,530 New
KNW
230
Kesler Norman & Wride
Utah
$202K +$202K +7,484 New
PTC
231
Private Trust Company
Ohio
$193K – – –
AF
232
Allworth Financial
California
$180K – – –
RIA
233
Realta Investment Advisors
Delaware
$176K +$176K +6,508 New
AWA
234
Artemis Wealth Advisors
New York
$170K – – –
William Blair & Company
235
William Blair & Company
Illinois
$155K -$162 -6 -0.1%
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$133K – – –
GWM
237
Geneos Wealth Management
Colorado
$133K -$19.9K -736 -13%
SWM
238
Spire Wealth Management
Virginia
$128K +$1.46K +54 +1%
CAS
239
Coppell Advisory Solutions
Texas
$123K +$123K +4,579 New
VF
240
VitalStone Financial
Texas
$111K +$111K +4,185 New
CA
241
Clearstead Advisors
Ohio
$108K – – –
MPWT
242
MassMutual Private Wealth & Trust
Connecticut
$107K – – –
BCM
243
Birch Capital Management
Texas
$102K +$6.91K +256 +7%
GCM
244
Gables Capital Management
Florida
$101K -$27K -1,000 -21%
CIAS
245
Capital Investment Advisory Services
North Carolina
$98K -$18.9K -700 -16%
TAM
246
Tucker Asset Management
Colorado
$96.9K -$11.2K -415 -10%
HNB
247
Huntington National Bank
Ohio
$93.2K -$91.9K – –
AWM
248
Avior Wealth Management
Nebraska
$72.8K -$3.59K -133 -5%
TSWM
249
Tyler-Stone Wealth Management
Ohio
$70K +$70K +2,609 New
WP
250
WealthShield Partners
North Carolina
$65.1K -$4.73K -175 -7%
8 9
10
11 12