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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
DC
276
Davenport & Co
Virginia
$206K +$203K +5,499 New
ACA
277
Aptus Capital Advisors
Alabama
$205K -$85.7K -2,316 -30%
MCM
278
MAI Capital Management
Ohio
$158K
LFG
279
Larson Financial Group
Missouri
$142K -$6.37K -172 -4%
RFA
280
Register Financial Advisors
Georgia
$137K +$370 +10 +0.3%
CIAS
281
Capital Investment Advisory Services
North Carolina
$137K -$1.26K -34 -0.9%
AWM
282
AE Wealth Management
Kansas
$136K +$28.2K +761 +27%
IF
283
Integrity Financial
Wyoming
$127K
MSWM
284
Mowery & Schoenfeld Wealth Management
Illinois
$124K +$122K +3,305 New
MWA
285
Medallion Wealth Advisors
Connecticut
$119K +$518 +14 +0.4%
WTFG
286
Wood Tarver Financial Group
Idaho
$116K +$115K +3,096 New
GI
287
GAMMA Investing
California
$111K +$46.4K +1,253 +74%
GWS
288
Glassman Wealth Services
Virginia
$107K
RFG
289
REAP Financial Group
Texas
$105K -$40.1K -1,083 -28%
Franklin Resources
290
Franklin Resources
California
$102K -$55.5K -1,500 -35%
OSAM
291
O'Shaughnessy Asset Management
Connecticut
$97.8K +$14.8K +400 +18%
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$97K -$19.9K -538 -17%
BTI
293
Blue Trust Inc
Georgia
$84.7K
AssetMark Inc
294
AssetMark Inc
California
$84K +$62K +1,675 +296%
EB
295
Eastern Bank
Massachusetts
$78K
OWP
296
ORG Wealth Partners
Texas
$71.6K
PS
297
Principal Securities
Iowa
$69K
TWM
298
Topsail Wealth Management
North Carolina
$67.5K
OWA
299
Opal Wealth Advisors
New York
$55.1K +$54.4K +1,471 New
TAM
300
Tucker Asset Management
Colorado
$51.4K -$11.7K -315 -19%

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.