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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

311 hedge funds and large institutions have $2.08B invested in First Trust North American Energy Infrastructure Fund in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 123 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+11
Holders Change %
+3.67%
% of All Funds
4.5%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
37
Increased
109
Reduced
123
Closed
21
Calls
$16K
Puts
–
Net Calls
+$16K
Net Calls Change
-$152K

Top Buyers

1
DCM
1
Disciplina Capital Management
Tennessee
$18.6M
2
LPL Financial
2
LPL Financial
California
$66.6M
3
KPWS
3
Kestra Private Wealth Services
Texas
$5.42M
4
HAS
4
HBW Advisory Services
California
$3.59M
5
BPAMU
5
BTG Pactual Asset Management US
New York
$3.31M

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$0
2
CWM
2
Comprehensive Wealth Management
Washington
$41.8M
3
SEA
3
Stegent Equity Advisors
Texas
$707K
4
PAG
4
Private Advisory Group
Washington
$208K
5
Jane Street
5
Jane Street
New York
$633K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
226
Canvas Wealth Advisors
Kansas
$236K +$236K +7,020 New
FHC
227
First Heartland Consultants
Missouri
$232K -$87.4K -2,600 -27%
EWM
228
Endowment Wealth Management
Wisconsin
$229K -$43.1K -1,283 -16%
AAS
229
Ameritas Advisory Services
Nebraska
$229K +$437 +13 +0.2%
MCM
230
MV Capital Management
Maryland
$228K – – –
AWA
231
Artemis Wealth Advisors
New York
$220K +$220K +6,545 New
OWA
232
ORBA Wealth Advisors
Illinois
$219K -$2M -59,538 -90%
PAG
233
Private Advisory Group
Washington
$208K -$3.16M -94,106 -94%
AWM
234
Apollon Wealth Management
South Carolina
$205K +$205K +6,088 New
FCBT
235
First Citizens Bank & Trust
North Carolina
$204K +$204K +6,079 New
FFA
236
Founders Financial Alliance
North Carolina
$182K +$182K +5,417 New
RFG
237
REAP Financial Group
Texas
$172K -$19.7K -586 -10%
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$151K +$13.8K +410 +10%
GWS
239
Glassman Wealth Services
Virginia
$149K -$54.4K -1,620 -27%
Franklin Resources
240
Franklin Resources
California
$146K +$118K +3,424 +423%
IF
241
Integrity Financial
Wyoming
$135K – – –
LFG
242
Larson Financial Group
Missouri
$130K +$370 +11 +0.3%
CIAS
243
Capital Investment Advisory Services
North Carolina
$123K +$302 +9 +0.2%
RFA
244
Register Financial Advisors
Georgia
$122K +$370 +11 +0.3%
GWM
245
Geneos Wealth Management
Colorado
$117K -$5.04K -150 -4%
CAS
246
Coppell Advisory Solutions
Texas
$112K +$2.04K +61 +2%
BCM
247
Birch Capital Management
Texas
$103K – – –
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$94K +$8.64K +257 +10%
BTI
249
Blue Trust Inc
Georgia
$86.2K +$17.4K +570 +25%
TAM
250
Tucker Asset Management
Colorado
$80.9K -$50.5K -1,504 -38%
8 9
10
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