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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

300 hedge funds and large institutions have $1.93B invested in First Trust North American Energy Infrastructure Fund in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 102 reducing their positions, and 20 closing their positions.

Holders
300
Holders Change
+19
Holders Change %
+6.76%
% of All Funds
4.84%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
44
Increased
110
Reduced
102
Closed
20
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
+$1.08M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$414M
2
TA
2
Tiedemann Advisors
New York
$145M
3
UBS Group
3
UBS Group
Switzerland
$54.3M
4
LPL Financial
4
LPL Financial
California
$46.7M
5
Wells Fargo
5
Wells Fargo
California
$64.3M

Top Sellers

1
PWPCM
1
Perella Weinberg Partners Capital Management
New York
$64.4M
2
Bank of America
2
Bank of America
North Carolina
$60.3M
3
CA
3
Crumly & Associates
Illinois
$9.93M
4
WIM
4
WealthPlan Investment Management
Nebraska
$0
5
FA
5
FDx Advisors
Illinois
$4.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$12.2M +$972K +36,411 +9%
IF
27
Intrua Financial
Texas
$11.1M -$203K -7,481 -2%
DCM
28
Disciplina Capital Management
Tennessee
$10.4M +$201K +7,523 +2%
BIA
29
Barry Investment Advisors
Massachusetts
$9.97M +$161K +6,046 +2%
CA
30
Crumly & Associates
Illinois
$9.93M -$6.42M -240,491 -39%
RJA
31
Raymond James & Associates
Florida
$9.25M +$1.06M +39,648 +13%
HighTower Advisors
32
HighTower Advisors
Illinois
$8.82M -$260K -9,743 -3%
AOG
33
Alpha Omega Group
Virginia
$8.47M -$149K -5,601 -2%
Osaic Holdings
34
Osaic Holdings
Arizona
$8.14M +$2.63M +98,466 +48%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$7.51M -$59.5K -2,230 -0.8%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$7.39M +$590K +22,094 +9%
JIP
37
Jaffetilchin Investment Partners
Florida
$7.32M -$705K -26,398 -9%
PNC
38
Park National Corp
Ohio
$7.07M +$448K +16,802 +7%
FA
39
Forefront Analytics
Pennsylvania
$6.86M -$220K -8,230 -3%
NEPWA
40
New England Private Wealth Advisors
Massachusetts
$6.83M +$685K +25,647 +11%
ATPW
41
Ashton Thomas Private Wealth
Arizona
$6.62M +$33.2K +1,244 +0.5%
AWE
42
Avidian Wealth Enterprises
Texas
$6.55M +$257K +9,636 +4%
MML Investors Services
43
MML Investors Services
Massachusetts
$6.48M +$413K +15,491 +7%
BPA
44
Beacon Pointe Advisors
California
$6.15M +$328K +12,280 +6%
BFG
45
Beacon Financial Group
Texas
$6.09M -$95.4K -3,574 -2%
WP
46
WealthSource Partners
California
$5.89M -$23K -860 -0.4%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$5.53M -$2.74M -102,550 -33%
FA
48
Flagstar Advisors
New York
$5.26M -$86K -3,223 -2%
FA
49
FDx Advisors
Illinois
$4.57M -$3.02M -113,316 -40%
PAG
50
Private Advisory Group
Washington
$4.44M -$746K -27,944 -14%
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