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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

284 hedge funds and large institutions have $1.85B invested in First Trust North American Energy Infrastructure Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 106 increasing their positions, 113 reducing their positions, and 26 closing their positions.

Holders
284
Holders Change
-16
Holders Change %
-5.33%
% of All Funds
4.55%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
17
Increased
106
Reduced
113
Closed
26
Calls
$27K
Puts
–
Net Calls
+$27K
Net Calls Change
-$1.06M

Top Buyers

1
PWPCM
1
Perella Weinberg Partners Capital Management
New York
$103M
2
Morgan Stanley
2
Morgan Stanley
New York
$424M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$4.06M
4
OMC
4
Old Mission Capital
Illinois
$5.81M
5
CIA
5
Capital Investment Advisors
Georgia
$88M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$61.8M
2
TA
2
Tiedemann Advisors
New York
$123M
3
Bank of America
3
Bank of America
North Carolina
$53.4M
4
AWE
4
Avidian Wealth Enterprises
Texas
$327K
5
Stifel Financial
5
Stifel Financial
Missouri
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Crumly & Associates
Illinois
$11.5M +$1.61M +60,589 +16%
Stifel Financial
27
Stifel Financial
Missouri
$10.3M -$6.11M -229,593 -37%
IF
28
Intrua Financial
Texas
$10.2M -$818K -30,396 -7%
BIA
29
Barry Investment Advisors
Massachusetts
$10.1M +$207K +7,765 +2%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$9.87M +$2.38M +89,344 +32%
RJA
31
Raymond James & Associates
Florida
$9.19M -$43.1K -1,620 -0.5%
BRWA
32
B. Riley Wealth Advisors
Florida
$8.9M -$3.62M -135,997 -29%
HighTower Advisors
33
HighTower Advisors
Illinois
$8.71M -$109K -4,083 -1%
AOG
34
Alpha Omega Group
Virginia
$8.52M +$69.6K +2,615 +0.8%
Osaic Holdings
35
Osaic Holdings
Arizona
$8.48M +$339K +12,723 +4%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$8.13M +$754K +28,314 +10%
PNC
37
Park National Corp
Ohio
$7.18M +$132K +4,957 +2%
NEPWA
38
New England Private Wealth Advisors
Massachusetts
$6.9M +$85.3K +3,204 +1%
FA
39
Forefront Analytics
Pennsylvania
$6.65M -$191K -7,184 -3%
ATPW
40
Ashton Thomas Private Wealth
Arizona
$6.61M +$12.9K +486 +0.2%
AGA
41
Arkos Global Advisors
Texas
$6.61M +$2.83M +106,124 +75%
MML Investors Services
42
MML Investors Services
Massachusetts
$6.38M -$89K -3,340 -1%
BPA
43
Beacon Pointe Advisors
California
$6.05M -$81.1K -3,045 -1%
BFG
44
Beacon Financial Group
Texas
$5.96M -$217K -8,027 -4%
WP
45
WealthSource Partners
California
$5.89M +$14K +524 +0.2%
OMC
46
Old Mission Capital
Illinois
$5.81M +$3.73M +139,886 +179%
JIP
47
Jaffetilchin Investment Partners
Florida
$5.79M -$1.52M -56,974 -21%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$5.4M -$114K -4,263 -2%
FA
49
Flagstar Advisors
New York
$4.95M -$295K -11,064 -6%
FA
50
FDx Advisors
Illinois
$4.57M – – –
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