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First Trust North American Energy Infrastructure Fund

370 hedge funds and large institutions have $2.51B invested in First Trust North American Energy Infrastructure Fund in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 121 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 17

14% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 121

6% more funds holding

Funds holding: 348370 (+22)

1% more capital invested

Capital invested by funds: $2.49B → $2.51B (+$21.7M)

0.12% more ownership

Funds ownership: 76.3%76.41% (+0.12%)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
370
Holders Change
+22
Holders Change %
+6.32%
% of All Funds
4.87%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
43
Increased
138
Reduced
121
Closed
17
Calls
$398K
Puts
Net Calls
+$398K
Net Calls Change
+$163K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$120K +$22K +602 +23%
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$119K +$20.7K +567 +22%
MWA
303
Medallion Wealth Advisors
Connecticut
$117K +$402 +11 +0.3%
GI
304
GAMMA Investing
California
$111K
GWS
305
Glassman Wealth Services
Virginia
$107K
Franklin Resources
306
Franklin Resources
California
$103K
RFG
307
REAP Financial Group
Texas
$97.6K -$7.68K -210 -7%
PS
308
Principal Securities
Iowa
$89.5K +$16.5K +451 +23%
BTI
309
Blue Trust Inc
Georgia
$84.8K
AF
310
Advisornet Financial
Minnesota
$79.3K +$77.3K +2,114 New
EB
311
Eastern Bank
Massachusetts
$78K
OWA
312
Opal Wealth Advisors
New York
$71.4K +$15.8K +433 +29%
OWP
313
ORG Wealth Partners
Texas
$70.4K
TWM
314
Topsail Wealth Management
North Carolina
$67.5K
SC
315
Solstein Capital
California
$49.4K
CHC
316
City Holding Co
West Virginia
$48.8K
TAM
317
Tucker Asset Management
Colorado
$42.8K -$8.38K -229 -17%
JWA
318
JFS Wealth Advisors
Pennsylvania
$37.7K +$36.8K +1,006 New
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$37.5K
PA
320
Parallel Advisors
California
$37.5K
EPIM
321
Evelyn Partners Investment Management
$35.8K
BAM
322
Bellevue Asset Management
Washington
$34.6K
DWM
323
Darwin Wealth Management
Florida
$32.8K -$1.06K -29 -3%
T
324
Transce3nd
Texas
$32.1K
GSWM
325
Golden State Wealth Management
California
$30.3K +$29.5K +807 New

EMLP Hedge Fund Activity: Q2 2025 in Review

370 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q2 2025, worth a combined $2.51B — up 0.87% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EMLP positions and 17 closed out — a net gain of 26 holders — while 138 added to existing stakes and 121 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $12.6M. The largest seller was Comprehensive Wealth Management, exiting entirely with an estimated $40.6M sold.

  • 370 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q2 2025, up from 348 in Q1 2025.
  • Funds reported $2.51B of First Trust North American Energy Infrastructure Fund stock for Q2 2025, up 0.87% quarter-over-quarter.
  • 43 funds opened new First Trust North American Energy Infrastructure Fund positions in Q2 2025 and 17 closed out, a net change of +26 holders.
  • The largest First Trust North American Energy Infrastructure Fund buyer in Q2 2025 was Commonwealth Equity Services, an estimated $12.6M added.
  • The largest First Trust North American Energy Infrastructure Fund seller in Q2 2025 was Comprehensive Wealth Management, an estimated $40.6M sold.

Based on aggregated 13F filings for Q2 2025.