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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

290 hedge funds and large institutions have $1.83B invested in First Trust North American Energy Infrastructure Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 88 increasing their positions, 129 reducing their positions, and 13 closing their positions.

Holders
290
Holders Change
+6
Holders Change %
+2.11%
% of All Funds
4.57%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
23
Increased
88
Reduced
129
Closed
13
Calls
$30K
Puts
$320K
Net Calls
-$290K
Net Calls Change
-$317K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$444M
2
DCM
2
Disciplina Capital Management
Tennessee
$20.5M
3
KAS
3
Kestra Advisory Services
Texas
$5.22M
4
CAM
4
Concorde Asset Management
Michigan
$2.9M
5
FA
5
FDx Advisors
Illinois
$6.87M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$110M
2
CAM
2
Cresset Asset Management
Illinois
$59.6M
3
Wells Fargo
3
Wells Fargo
California
$59.7M
4
Bank of America
4
Bank of America
North Carolina
$46.9M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$6.69M
Name Market Value Shares Shares
Change 		Shares
Change %
BIA
26
Barry Investment Advisors
Massachusetts
$10.2M 379,031 -2,097 -0.6%
CA
27
Crumly & Associates
Illinois
$9.67M 358,048 -74,512 -17%
Stifel Financial
28
Stifel Financial
Missouri
$9.25M 342,526 -42,499 -11%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$8.7M 322,162 +16,969 +6%
AOG
30
Alpha Omega Group
Virginia
$8.69M 322,026 +2,177 +0.7%
Osaic Holdings
31
Osaic Holdings
Arizona
$8.55M 316,456 -1,289 -0.4%
HighTower Advisors
32
HighTower Advisors
Illinois
$8.36M 308,845 -17,711 -5%
AGA
33
Arkos Global Advisors
Texas
$8.27M 306,178 +58,148 +23%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$7.54M 279,231 -91,512 -25%
BRWA
35
B. Riley Wealth Advisors
Florida
$7.41M 274,397 -59,922 -18%
FA
36
FDx Advisors
Illinois
$6.87M 254,250 +82,910 +48%
NEPWA
37
New England Private Wealth Advisors
Massachusetts
$6.78M 250,914 -8,008 -3%
ATPW
38
Ashton Thomas Private Wealth
Arizona
$6.7M 248,189 -192 -0.1%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$6.69M 247,859 -264,932 -52%
PNC
40
Park National Corp
Ohio
$6.62M 245,050 -24,676 -9%
MML Investors Services
41
MML Investors Services
Massachusetts
$6.31M 233,556 -5,967 -2%
RJA
42
Raymond James & Associates
Florida
$6.11M 226,173 -118,834 -34%
WP
43
WealthSource Partners
California
$5.93M 219,495 -1,579 -0.7%
BPA
44
Beacon Pointe Advisors
California
$5.87M 217,397 -9,887 -4%
BFG
45
Beacon Financial Group
Texas
$5.78M 215,647 -4,395 -2%
KAS
46
Kestra Advisory Services
Texas
$5.22M 193,163 +110,621 +134%
FA
47
Forefront Analytics
Pennsylvania
$5.21M 192,841 -56,865 -23%
JIP
48
Jaffetilchin Investment Partners
Florida
$5.07M 187,857 -29,610 -14%
PAG
49
Private Advisor Group
New Jersey
$4.74M 175,028 +19,055 +12%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$4.64M 171,844 +7,823 +5%
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