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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
Focus Partners Wealth
351
Focus Partners Wealth
Massachusetts
-$461K -12,943 Closed
SMA
352
Sage Mountain Advisors
Georgia
-$380K -10,652 Closed
Bank of New York Mellon
353
Bank of New York Mellon
New York
-$355K -9,964 Closed
NRI
354
NFP Retirement Inc
California
-$355K -9,945 Closed
MFG
355
Merit Financial Group
Georgia
-$281K -7,880 Closed
LCGC
356
Legacy Capital Group California
California
-$216K -6,068 Closed
CFGS
357
Concourse Financial Group Securities
Alabama
-$151K -4,016 Closed
GM
358
GeoWealth Management
Illinois
-$91.3K -2,561 Closed
DRP
359
Decker Retirement Planning
Utah
-$46.6K -1,308 Closed
CA
360
Clearstead Advisors
Ohio
-$35.6K -1,000 Closed
KBFS
361
Kohmann Bosshard Financial Services
Ohio
-$29.4K -825 Closed
MRP
362
Measured Risk Portfolios
California
-$24.7K -693 Closed
BlackRock
363
BlackRock
New York
-$23.8K -668 Closed
AWM
364
Avior Wealth Management
Nebraska
-$17.7K -497 Closed
CJ
365
Caitlin John
Michigan
-$5.67K -159 Closed
NWWA
366
New Wave Wealth Advisors
Arkansas
-$4.07K -114 Closed
BC
367
Brookfield Corp
Ontario, Canada
-$2.48K -69 Closed
OC
368
Oarsman Capital
Wisconsin
-$1.89K -53 Closed
Fidelity Investments
369
Fidelity Investments
Massachusetts
-$36 -1 Closed

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.