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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 %
SIS
276
Sound Income Strategies
Florida
$3.94K – – –
NC
277
NewSquare Capital
Pennsylvania
$3.25K +$3.25K +122 New
GI
278
Gradient Investments
Minnesota
$2.72K – – –
AWM
279
AllSquare Wealth Management
New York
$2K – – –
CHA
280
Carmichael Hill & Associates
Maryland
$1.97K – – –
TRCT
281
Tower Research Capital (TRC)
New York
$1K -$15.7K -425 -94%
C
282
Covestor
United Kingdom
$1K -$158 -6 -14%
NMG
283
New Millennium Group
Utah
$948 -$79 -3 -8%
HCP
284
Hexagon Capital Partners
Arkansas
$399 – – –
Fidelity Investments
285
Fidelity Investments
Massachusetts
$80 +$80 +3 New
CAM
286
Concorde Asset Management
Michigan
– -$2.58M -96,653 Closed
Ameriprise
287
Ameriprise
Minnesota
– -$1.91M -71,618 Closed
AWM
288
Axxcess Wealth Management
California
– -$745K -27,901 Closed
FAIM
289
Financial Advocates Investment Management
Washington
– -$659K -24,675 Closed
Northern Trust
290
Northern Trust
Illinois
– -$518K -19,414 Closed
UCFA
291
United Capital Financial Advisors
Texas
– -$382K -14,316 Closed
BAAM
292
Baker Avenue Asset Management
California
– -$291K -10,885 Closed
Financial Engines Advisors
293
Financial Engines Advisors
California
– -$280K -10,491 Closed
TNBTD
294
Trustmark National Bank Trust Department
Mississippi
– -$219K -8,204 Closed
KNW
295
Kesler Norman & Wride
Utah
– -$204K -7,653 Closed
DWT
296
Dorsey & Whitney Trust
South Dakota
– -$200K -7,494 Closed
RIA
297
Realta Investment Advisors
Delaware
– -$182K -6,807 Closed
MCC
298
Money Concepts Capital
Florida
– -$174K -6,531 Closed
VF
299
VitalStone Financial
Texas
– -$132K -4,952 Closed
CASC
300
Coppell Advisory Solutions Corp
Texas
– -$104K -3,878 Closed
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