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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 %
BC
326
Brookfield Corp
Ontario, Canada
$2.48K +$2.48K +69 New
PSFG
327
Park Square Financial Group
Georgia
$2.18K +$2.18K +61 New
OC
328
Oarsman Capital
Wisconsin
$1.89K -$1.96K -55 -51%
PB
329
Pinnacle Bancorp
Nebraska
$1.57K – – –
FWM
330
FSA Wealth Management
Massachusetts
$1.16K +$35 +1 +3%
C
331
Covestor
United Kingdom
$1K +$176 +6 +21%
NMG
332
New Millennium Group
Utah
$606 – – –
HCP
333
Hexagon Capital Partners
Arkansas
$535 – – –
NS
334
NBC Securities
Alabama
$347 -$371K -9,624 -100%
BNP Paribas Financial Markets
335
BNP Paribas Financial Markets
France
$107 +$71 +2 +200%
Fidelity Investments
336
Fidelity Investments
Massachusetts
$36 -$72 -2 -67%
CAM
337
Creekmur Asset Management
Illinois
$24 – – –
GWANC
338
Guardian Wealth Advisors (North Carolina)
North Carolina
$16 -$15 – –
Jane Street
339
Jane Street
New York
– -$633K -18,850 Closed
Susquehanna International Group
340
Susquehanna International Group
Pennsylvania
– -$453K -13,470 Closed
BWP
341
Baldwin Wealth Partners
Massachusetts
– -$438K -13,025 Closed
ACP
342
Aveo Capital Partners
Colorado
– -$357K -10,628 Closed
BCM
343
Birch Capital Management
Texas
– -$103K -3,072 Closed
AWM
344
Abound Wealth Management
Tennessee
– -$63.7K -1,895 Closed
WI
345
Wintrust Investments
Illinois
– -$43K -1,301 Closed
FCM
346
Fourpath Capital Management
Oklahoma
– -$27.4K -815 Closed
MA
347
Montag & Associates
Georgia
– -$19K -565 Closed
BSB
348
Bangor Savings Bank
Maine
– -$16.8K -500 Closed
AIC
349
Archer Investment Corporation
Indiana
– -$9.58K -285 Closed
CPA
350
Clear Point Advisors
New York
– -$8.49K -253 Closed
11 12 13
14
15