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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 %
Northern Trust
251
Northern Trust
Illinois
$218K +$218K +6,103 New
TSWM
252
Tyler-Stone Wealth Management
Ohio
$217K +$217K +6,087 New
IAP
253
Indie Asset Partners
Indiana
$217K +$217K +6,078 New
LCGC
254
Legacy Capital Group California
California
$216K -$44.8K -1,256 -17%
PAG
255
Private Advisory Group
Washington
$216K -$5.31K -149 -2%
AWM
256
Apollon Wealth Management
South Carolina
$215K -$2.46K -69 -1%
IWM
257
IHT Wealth Management
Illinois
$214K +$214K +6,010 New
ACM
258
Ardent Capital Management
Ohio
$209K +$209K +5,870 New
VCM
259
Vivaldi Capital Management
Illinois
$209K +$209K +5,704 New
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$200K +$39.8K +1,116 +25%
FFA
261
Founders Financial Alliance
North Carolina
$194K +$891 +25 +0.5%
CFGS
262
Concourse Financial Group Securities
Alabama
$151K +$139K +3,680 +1,095%
Franklin Resources
263
Franklin Resources
California
$151K – – –
MCM
264
MAI Capital Management
Ohio
$151K +$151K +4,224 New
LFG
265
Larson Financial Group
Missouri
$142K +$3.17K +89 +2%
RFG
266
REAP Financial Group
Texas
$139K -$44.1K -1,238 -24%
CAS
267
Coppell Advisory Solutions
Texas
$133K +$14K +395 +12%
CIAS
268
Capital Investment Advisory Services
North Carolina
$131K +$285 +8 +0.2%
RFA
269
Register Financial Advisors
Georgia
$130K +$321 +9 +0.2%
GWM
270
Geneos Wealth Management
Colorado
$122K -$1.5K -42 -1%
IF
271
Integrity Financial
Wyoming
$121K -$21.7K -610 -15%
Carson Wealth (CWM LLC)
272
Carson Wealth (CWM LLC)
Nebraska
$111K +$11.8K +331 +12%
AWM
273
AE Wealth Management
Kansas
$102K +$102K +2,863 New
GWS
274
Glassman Wealth Services
Virginia
$102K -$56K -1,572 -36%
GM
275
GeoWealth Management
Illinois
$91.3K -$196K -5,501 -68%
9 10
11
12 13