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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

337 hedge funds and large institutions have $2.27B invested in First Trust North American Energy Infrastructure Fund in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 103 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+26
Holders Change %
+8.36%
% of All Funds
4.49%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
51
Increased
140
Reduced
103
Closed
17
Calls
$64K
Puts
–
Net Calls
+$64K
Net Calls Change
+$48K

Top Buyers

1
MWM
Modern Wealth Management
Kansas
$18.7M
2
OPAM
Ocean Park Asset Management
California
$17.6M
3
CAM
Cresset Asset Management
Illinois
$76.7M
4
IAA
Independent Advisor Alliance
North Carolina
$2.7M
5
CIA
Capital Investment Advisors
Georgia
$130M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$227K
2
AG
AlTi Global
New York
$117M
3
UB
UMB Bank
Missouri
$12.2M
4
CWM
Comprehensive Wealth Management
Washington
$41.5M
5
BRWA
B. Riley Wealth Advisors
Florida
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
226
United Capital Financial Advisors
Texas
$292K – – –
WWM
227
Western Wealth Management
Colorado
$292K -$22.9K -642 -7%
HFS
228
Howard Financial Services
Texas
$287K +$2.1K +59 +0.7%
PWA
229
Peterson Wealth Advisors
Utah
$283K -$44.2K -1,226 -14%
MFG
230
Merit Financial Group
Georgia
$281K +$281K +7,880 New
ACA
231
Aptus Capital Advisors
Alabama
$277K +$277K +7,776 New
MIM
232
Marshall Investment Management
Colorado
$268K +$268K +7,990 New
ASN
233
Advisory Services Network
Georgia
$265K -$23.2K -652 -8%
Creative Planning
234
Creative Planning
Kansas
$263K +$2.85K +80 +1%
UL
235
Unionview LLC
Washington
$259K +$1.68K +47 +0.6%
GVAG
236
Great Valley Advisor Group
Delaware
$255K -$57.2K -1,605 -18%
PTC
237
Private Trust Company
Ohio
$254K – – –
SI
238
Saxon Interests
Texas
$250K – – –
CWA
239
Canvas Wealth Advisors
Kansas
$250K – – –
PFGIA
240
Patriot Financial Group Insurance Agency
Massachusetts
$246K -$11.1K -311 -4%
BWG
241
Beta Wealth Group
California
$244K -$6.2K -174 -2%
MCM
242
MV Capital Management
Maryland
$242K – – –
First Trust Advisors
243
First Trust Advisors
Illinois
$237K +$237K +6,662 New
AWA
244
Artemis Wealth Advisors
New York
$235K +$1.75K +49 +0.7%
OWA
245
ORBA Wealth Advisors
Illinois
$233K +$535 +15 +0.2%
IAIM
246
International Assets Investment Management
Florida
$227K -$7.47M -208,393 -97%
Citadel Advisors
247
Citadel Advisors
Florida
$227K -$152K -4,265 -40%
EWM
248
Endowment Wealth Management
Wisconsin
$223K -$20.1K -565 -8%
NW
249
NewEdge Wealth
Pennsylvania
$221K +$221K +6,212 New
AAS
250
Ameritas Advisory Services
Nebraska
$218K -$24.8K -697 -10%
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10
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