EMLP icon

First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

290 hedge funds and large institutions have $1.81B invested in First Trust North American Energy Infrastructure Fund in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
4.2%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
30
Increased
105
Reduced
115
Closed
17
Calls
$532K
Puts
–
Net Calls
+$532K
Net Calls Change
+$266K

Top Buyers

1
JIP
1
Jaffetilchin Investment Partners
Florida
$21M
2
Jane Street
2
Jane Street
New York
$9.29M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.41M
4
CIA
4
Capital Investment Advisors
Georgia
$103M
5
GT
5
Glenview Trust
Kentucky
$72.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$464M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$6.13M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$43M
4
UBS Group
4
UBS Group
Switzerland
$39.9M
5
AG
5
AlTi Global
New York
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
276
Harbor Investment Advisory
Maryland
$5.58K +$5.58K +189 New
CJ
277
Caitlin John
Michigan
$4.7K – – –
SIS
278
Sound Income Strategies
Florida
$4.37K – – –
IPW
279
Impact Partnership Wealth
Georgia
$3.93K – – –
NC
280
NewSquare Capital
Pennsylvania
$3.6K – – –
TCM
281
TD Capital Management
Tennessee
$3.28K +$3.28K +111 New
CAM
282
Creekmur Asset Management
Illinois
$3.09K +$29 +1 +1%
AWM
283
AllSquare Wealth Management
New York
$2.22K – – –
CHA
284
Carmichael Hill & Associates
Maryland
$2.19K – – –
C
285
Covestor
United Kingdom
$1K +$29 +1 +3%
FWM
286
FSA Wealth Management
Massachusetts
$938 +$29 +1 +3%
SAM
287
Smartleaf Asset Management
Massachusetts
$848 – – –
Fidelity Investments
288
Fidelity Investments
Massachusetts
$768 +$709 +24 +1,200%
HCP
289
Hexagon Capital Partners
Arkansas
$443 – – –
FFA
290
Farther Finance Advisors
California
$59 +$59 +2 New
OP
291
ORG Partners
Indiana
– -$1.65M -59,536 Closed
IWC
292
Integrated Wealth Concepts
Massachusetts
– -$949K -34,275 Closed
FHB
293
First Hawaiian Bank
Hawaii
– -$869K -31,400 Closed
KA
294
Kovack Advisors
Florida
– -$726K -26,216 Closed
BFA
295
Beacon Financial Advisory
Ohio
– -$417K -15,071 Closed
IA
296
IFG Advisory
Georgia
– -$357K -12,903 Closed
Pathstone Holdings
297
Pathstone Holdings
New Jersey
– -$346K -12,500 Closed
AWM
298
AE Wealth Management
Kansas
– -$255K -9,299 Closed
FPWM
299
FSB Premier Wealth Management
Iowa
– -$219K -7,914 Closed
KNW
300
Kesler Norman & Wride
Utah
– -$207K -7,484 Closed
9 10 11
12
13