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First Trust North American Energy Infrastructure Fund
EMLP

341 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 54 funds opening new positions, 141 increasing their positions, 103 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 17

37% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 103

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

9% more funds holding

Funds holding: 312 → 341 (+29)

9% more capital invested

Capital invested by funds: $2.08B → $2.27B (+$185M)

0.44% more ownership

Funds ownership: 76.29% → 76.72% (+0.44%)

Holders
341
Holders Change
+29
Holders Change %
+9.29%
% 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
54
Increased
141
Reduced
103
Closed
17
Calls
$64K
Puts
–
Net Calls
+$64K
Net Calls Change
+$48K

Top Buyers

Rank Fund Capital Flow
1
MWM
Modern Wealth Management
Kansas
+$18.6M
2
OPAM
Ocean Park Asset Management
California
+$17.5M
3
CAM
Cresset Asset Management
Illinois
+$3.67M
4
IAA
Independent Advisor Alliance
North Carolina
+$2.68M
5
CIA
Capital Investment Advisors
Georgia
+$2.36M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$7.38M
2
AG
AlTi Global
New York
-$6.15M
3
UB
UMB Bank
Missouri
-$3.3M
4
CWM
Comprehensive Wealth Management
Washington
-$2.8M
5
BRWA
B. Riley Wealth Advisors
Florida
-$2M
Name Holding Trade Value Shares
Change 		Change in
Stake
NW
251
NewEdge Wealth
Pennsylvania
$221K +$220K +6,212 New
AAS
252
Ameritas Advisory Services
Nebraska
$218K -$24.7K -697 -10%
Northern Trust
253
Northern Trust
Illinois
$218K +$216K +6,103 New
TSWM
254
Tyler-Stone Wealth Management
Ohio
$217K +$216K +6,087 New
IAP
255
Indie Asset Partners
Indiana
$217K +$215K +6,078 New
LCGC
256
Legacy Capital Group California
California
$216K -$44.5K -1,256 -17%
PAG
257
Private Advisory Group
Washington
$216K -$5.28K -149 -2%
AWM
258
Apollon Wealth Management
South Carolina
$215K -$2.44K -69 -1%
IWM
259
IHT Wealth Management
Illinois
$214K +$213K +6,010 New
ACM
260
Ardent Capital Management
Ohio
$209K +$208K +5,870 New
VCM
261
Vivaldi Capital Management
Illinois
$209K +$202K +5,704 New
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$200K +$39.5K +1,116 +25%
FFA
263
Founders Financial Alliance
North Carolina
$194K +$886 +25 +0.5%
CFGS
264
Concourse Financial Group Securities
Alabama
$151K +$130K +3,680 +1,095%
Franklin Resources
265
Franklin Resources
California
$151K – – –
MCM
266
MAI Capital Management
Ohio
$151K +$150K +4,224 New
LFG
267
Larson Financial Group
Missouri
$142K +$3.15K +89 +2%
RFG
268
REAP Financial Group
Texas
$139K -$43.9K -1,238 -24%
CAS
269
Coppell Advisory Solutions
Texas
$133K +$14K +395 +12%
CIAS
270
Capital Investment Advisory Services
North Carolina
$131K +$283 +8 +0.2%
RFA
271
Register Financial Advisors
Georgia
$130K +$319 +9 +0.2%
GWM
272
Geneos Wealth Management
Colorado
$122K -$1.49K -42 -1%
IF
273
Integrity Financial
Wyoming
$121K -$21.6K -610 -15%
MWA
274
Medallion Wealth Advisors
Connecticut
$112K +$111K +3,131 New
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$111K +$11.7K +331 +12%
9 10
11
12 13

EMLP Hedge Fund Activity: Q4 2024 in Review

341 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q4 2024, worth a combined $2.27B — up 8.9% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new EMLP positions and 17 closed out — a net gain of 37 holders — while 141 added to existing stakes and 103 trimmed.

The largest buyer was Modern Wealth Management, opening a new position worth an estimated $18.6M. The largest seller was International Assets Investment Management, cutting an estimated $7.38M.

  • 341 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q4 2024, up from 312 in Q3 2024.
  • Funds reported $2.27B of First Trust North American Energy Infrastructure Fund stock for Q4 2024, up 8.9% quarter-over-quarter.
  • 54 funds opened new First Trust North American Energy Infrastructure Fund positions in Q4 2024 and 17 closed out, a net change of +37 holders.
  • The largest First Trust North American Energy Infrastructure Fund buyer in Q4 2024 was Modern Wealth Management, an estimated $18.6M added.
  • The largest First Trust North American Energy Infrastructure Fund seller in Q4 2024 was International Assets Investment Management, an estimated $7.38M sold.

Based on aggregated 13F filings for Q4 2024.