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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

337 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 51 funds opening new positions, 140 increasing their positions, 103 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+26
Holders Change %
+8.36%
% 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
51
Increased
140
Reduced
103
Closed
17
Calls
$64K
Puts
–
Net Calls
+$64K
Net Calls Change
+$48K

Top Buyers

1
MWM
Modern Wealth Management
Kansas
$18.7M
2
OPAM
Ocean Park Asset Management
California
$17.6M
3
CAM
Cresset Asset Management
Illinois
$76.7M
4
IAA
Independent Advisor Alliance
North Carolina
$2.7M
5
CIA
Capital Investment Advisors
Georgia
$130M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$227K
2
AG
AlTi Global
New York
$117M
3
UB
UMB Bank
Missouri
$12.2M
4
CWM
Comprehensive Wealth Management
Washington
$41.5M
5
BRWA
B. Riley Wealth Advisors
Florida
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
276
Blue Trust Inc
Georgia
$80.6K -$20.3K -570 -20%
OSAM
277
O'Shaughnessy Asset Management
Connecticut
$78.8K +$36.7K +1,030 +87%
EB
278
Eastern Bank
Massachusetts
$74.2K – – –
PS
279
Principal Securities
Iowa
$69K -$16.3K -457 -19%
OWP
280
ORG Wealth Partners
Texas
$67.7K -$8.73K -245 -11%
TWM
281
Topsail Wealth Management
North Carolina
$64.2K +$64.2K +1,800 New
GI
282
GAMMA Investing
California
$60.4K – – –
TAM
283
Tucker Asset Management
Colorado
$60.1K -$25.8K -724 -30%
SC
284
Solstein Capital
California
$47K – – –
DRP
285
Decker Retirement Planning
Utah
$46.6K +$46.6K +1,308 New
CHC
286
City Holding Co
West Virginia
$46.3K -$4.13K -116 -8%
WWP
287
WR Wealth Planners
Missouri
$43.2K – – –
BF
288
BOK Financial
Oklahoma
$40.4K – – –
T
289
Transce3nd
Texas
$38.4K +$38.4K +1,077 New
FHA
290
First Horizon Advisors
Tennessee
$36.9K +$36.9K +1,035 New
CA
291
Clearstead Advisors
Ohio
$35.7K – – –
PA
292
Parallel Advisors
California
$35.7K – – –
MPWT
293
MassMutual Private Wealth & Trust
Connecticut
$35.7K – – –
BAM
294
Bellevue Asset Management
Washington
$32.9K – – –
DWM
295
Darwin Wealth Management
Florida
$32.2K +$107 +3 +0.3%
GRP
296
Global Retirement Partners
California
$30.6K – – –
KBFS
297
Kohmann Bosshard Financial Services
Ohio
$29.4K +$29.4K +825 New
DSC
298
Duncker Streett & Co
Missouri
$26.2K +$26.2K +735 New
HIA
299
Harbor Investment Advisory
Maryland
$25K – – –
MRP
300
Measured Risk Portfolios
California
$24.7K +$24.7K +693 New
10 11
12
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