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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 %
BEI
251
Benjamin Edwards Inc
Missouri
$47K +$13.1K +488 +39%
RCM
252
Raleigh Capital Management
North Carolina
$43.9K -$186 -7 -0.4%
Franklin Resources
253
Franklin Resources
California
$38.9K -$306K -11,500 -89%
SC
254
Solstein Capital
California
$35.1K – – –
WWP
255
WR Wealth Planners
Missouri
$32.2K – – –
WP
256
WealthPLAN Partners
Nebraska
$30.7K +$30.7K +1,152 New
OC
257
Oakworth Capital
Alabama
$30.6K – – –
GRP
258
Global Retirement Partners
California
$28.7K +$2.78K +105 +11%
STCOSD
259
Sageworth Trust Company of South Dakota
South Dakota
$27.9K – – –
BAM
260
Bellevue Asset Management
Washington
$24.6K – – –
CFGS
261
Concourse Financial Group Securities
Alabama
$21.6K +$9.52K +356 +79%
KC
262
Kenfarb & Co
Kentucky
$21K – – –
POIA
263
Pin Oak Investment Advisors
Texas
$18K – – –
WTC
264
WhitTier Trust Company
Nevada
$15.9K +$15.9K +596 New
BSB
265
Bangor Savings Bank
Maine
$13.3K – – –
HGERS
266
Householder Group Estate & Retirement Specialist
Arizona
$12K +$12K +464 New
KFI
267
Key Financial Inc
Pennsylvania
$11.3K – – –
LFG
268
Larson Financial Group
Missouri
$9.61K – – –
HI
269
Hoey Investments
Pennsylvania
$9.29K – – –
AIP
270
Ahrens Investment Partners
Louisiana
$8.66K +$8.66K +325 New
AIC
271
Archer Investment Corporation
Indiana
$7.59K – – –
CFD
272
Creative Financial Designs
Indiana
$6.42K – – –
APC
273
Aspire Private Capital
North Carolina
$5.99K – – –
US Bancorp
274
US Bancorp
Minnesota
$5.97K – – –
Commonwealth Equity Services
275
Commonwealth Equity Services
Massachusetts
$4.04K +$598 +22,464 +17%
9 10
11
12 13