EMLP icon

First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

290 hedge funds and large institutions have $1.83B invested in First Trust North American Energy Infrastructure Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 88 increasing their positions, 129 reducing their positions, and 13 closing their positions.

Holders
290
Holders Change
+6
Holders Change %
+2.11%
% of All Funds
4.57%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
23
Increased
88
Reduced
129
Closed
13
Calls
$30K
Puts
$320K
Net Calls
-$290K
Net Calls Change
-$317K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$444M
2
DCM
2
Disciplina Capital Management
Tennessee
$20.5M
3
KAS
3
Kestra Advisory Services
Texas
$5.22M
4
CAM
4
Concorde Asset Management
Michigan
$2.9M
5
FA
5
FDx Advisors
Illinois
$6.87M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$110M
2
CAM
2
Cresset Asset Management
Illinois
$59.6M
3
Wells Fargo
3
Wells Fargo
California
$59.7M
4
Bank of America
4
Bank of America
North Carolina
$46.9M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$6.69M
Name Market Value Shares Shares
Change 		Shares
Change %
SIS
276
Sound Income Strategies
Florida
$7.29K 270 +122 +82%
US Bancorp
277
US Bancorp
Minnesota
$6.05K 224 – –
APC
278
Aspire Private Capital
North Carolina
$6.02K 223 -2 -0.9%
CFD
279
Creative Financial Designs
Indiana
$5.13K 190 -51 -21%
BlackRock
280
BlackRock
New York
$5.05K 187 +187 New
IPW
281
Impact Partnership Wealth
Georgia
$3.59K 133 +133 New
NC
282
NewSquare Capital
Pennsylvania
$3.29K 122 – –
GI
283
Gradient Investments
Minnesota
$2.75K 102 – –
CHA
284
Carmichael Hill & Associates
Maryland
$2K 74 – –
AWM
285
AllSquare Wealth Management
New York
$1.98K 75 – –
LFG
286
Larson Financial Group
Missouri
$1.65K 61 -300 -83%
C
287
Covestor
United Kingdom
$1K 40 +2 +5%
NMG
288
New Millennium Group
Utah
$910 34 -2 -6%
HCP
289
Hexagon Capital Partners
Arkansas
$405 15 – –
BNP Paribas Financial Markets
290
BNP Paribas Financial Markets
France
$108 4 +4 New
Fidelity Investments
291
Fidelity Investments
Massachusetts
$81 3 – –
OMC
292
Old Mission Capital
Illinois
– – -218,083 Closed
OAM
293
Occidental Asset Management
California
– – -97,610 Closed
TA
294
Tectonic Advisors
Texas
– – -57,200 Closed
CS
295
Credit Suisse
Switzerland
– – -40,000 Closed
AWE
296
Avidian Wealth Enterprises
Texas
– – -12,283 Closed
MFS
297
Mirabella Financial Services
United Kingdom
– – -10,350 Closed
HAC
298
Harbor Advisory Corp
New Hampshire
– – -10,115 Closed
AAS
299
Ameritas Advisory Services
Nebraska
– – -9,158 Closed
MCM
300
Morton Capital Management
California
– – -8,365 Closed
9 10 11
12
13