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First Trust North American Energy Infrastructure Fund

348 hedge funds and large institutions have $2.49B invested in First Trust North American Energy Infrastructure Fund in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 109 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,875% more call options, than puts

Call options by funds: $239K | Put options by funds: $4K

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

33% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 109

10% more capital invested

Capital invested by funds: $2.27B → $2.49B (+$218M)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

2% more funds holding

Funds holding: 341348 (+7)

0.43% less ownership

Funds ownership: 76.72%76.3% (-0.43%)

Holders
348
Holders Change
+7
Holders Change %
+2.05%
% of All Funds
4.67%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.19%
New
34
Increased
145
Reduced
109
Closed
21
Calls
$239K
Puts
$4K
Net Calls
+$235K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
251
Patriot Financial Group Insurance Agency
Massachusetts
$259K
BWG
252
Beta Wealth Group
California
$257K +$333 +9 +0.1%
GVAG
253
Great Valley Advisor Group
Delaware
$256K -$11.3K -306 -4%
AWM
254
Apollon Wealth Management
South Carolina
$256K +$30K +810 +13%
NWMG
255
National Wealth Management Group
Ohio
$256K +$253K +6,828 New
MCM
256
MV Capital Management
Maryland
$254K
Qube Research & Technologies (QRT)
257
Qube Research & Technologies (QRT)
United Kingdom
$254K -$1.49M -40,162 -86%
CWA
258
Canvas Wealth Advisors
Kansas
$253K
AWA
259
Artemis Wealth Advisors
New York
$249K +$1.96K +53 +0.8%
OWA
260
ORBA Wealth Advisors
Illinois
$245K
M1FG
261
Mach-1 Financial Group
Arkansas
$244K +$241K +6,517 New
PWA
262
Peterson Wealth Advisors
Utah
$238K -$31.2K -842 -11%
IAIM
263
International Assets Investment Management
Florida
$238K
NW
264
NewEdge Wealth
Pennsylvania
$233K
MSAM
265
Moloney Securities Asset Management
Missouri
$233K +$230K +6,202 New
AIFAIM
266
American Institute for Advanced Investment Management
Arizona
$226K +$224K +6,040 New
ACM
267
Ardent Capital Management
Ohio
$220K
EWM
268
Endowment Wealth Management
Wisconsin
$217K -$16.8K -453 -7%
VCM
269
Vivaldi Capital Management
Illinois
$214K
CAS
270
Coppell Advisory Solutions
Texas
$212K +$75.3K +2,035 +54%
CD
271
Chapin Davis
Maryland
$211K +$209K +5,636 New
EWM
272
Empirical Wealth Management
Washington
$209K +$206K +5,569 New
FFA
273
Founders Financial Alliance
North Carolina
$209K +$4.66K +126 +2%
Citadel Advisors
274
Citadel Advisors
Florida
$208K -$30.1K -813 -13%
ACG
275
Allen Capital Group
Nebraska
$207K +$204K +5,516 New

EMLP Hedge Fund Activity: Q1 2025 in Review

348 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q1 2025, worth a combined $2.49B — up 9.6% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EMLP positions and 21 closed out — a net gain of 13 holders — while 145 added to existing stakes and 109 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.6M. The largest seller was AlTi Global, cutting an estimated $10M.

  • 348 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q1 2025, up from 341 in Q4 2024.
  • Funds reported $2.49B of First Trust North American Energy Infrastructure Fund stock for Q1 2025, up 9.6% quarter-over-quarter.
  • 34 funds opened new First Trust North American Energy Infrastructure Fund positions in Q1 2025 and 21 closed out, a net change of +13 holders.
  • The largest First Trust North American Energy Infrastructure Fund buyer in Q1 2025 was Morgan Stanley, an estimated $32.6M added.
  • The largest First Trust North American Energy Infrastructure Fund seller in Q1 2025 was AlTi Global, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2025.