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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

311 hedge funds and large institutions have $2.08B invested in First Trust North American Energy Infrastructure Fund in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 123 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+11
Holders Change %
+3.67%
% of All Funds
4.5%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
37
Increased
109
Reduced
123
Closed
21
Calls
$16K
Puts
–
Net Calls
+$16K
Net Calls Change
-$152K

Top Buyers

1
DCM
1
Disciplina Capital Management
Tennessee
$18.6M
2
LPL Financial
2
LPL Financial
California
$66.6M
3
KPWS
3
Kestra Private Wealth Services
Texas
$5.42M
4
HAS
4
HBW Advisory Services
California
$3.59M
5
BPAMU
5
BTG Pactual Asset Management US
New York
$3.31M

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$0
2
CWM
2
Comprehensive Wealth Management
Washington
$41.8M
3
SEA
3
Stegent Equity Advisors
Texas
$707K
4
PAG
4
Private Advisory Group
Washington
$208K
5
Jane Street
5
Jane Street
New York
$633K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$12.2M -$1.75M -52,102 -13%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$11.5M -$145K -4,318 -1%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$10.8M -$849K -25,268 -7%
FCIM
29
Fairview Capital Investment Management
California
$10.6M -$629K -18,718 -6%
AOG
30
Alpha Omega Group
Virginia
$10.1M -$892K -26,559 -8%
AGA
31
Arkos Global Advisors
Texas
$9.2M -$81.1K -2,415 -0.9%
NEPWA
32
New England Private Wealth Advisors
Massachusetts
$9.03M +$260K +7,750 +3%
KAS
33
Kestra Advisory Services
Texas
$8.7M +$208K +6,178 +2%
AI
34
Arvest Investments
Arkansas
$7.86M -$2.3M -68,475 -23%
BPA
35
Beacon Pointe Advisors
California
$7.75M +$1.56M +46,409 +25%
FA
36
Forefront Analytics
Pennsylvania
$7.39M -$428K -12,735 -5%
HighTower Advisors
37
HighTower Advisors
Illinois
$7.32M -$116K -3,455 -2%
ATPW
38
Ashton Thomas Private Wealth
Arizona
$7.16M -$604K -17,974 -8%
Comerica Bank
39
Comerica Bank
Texas
$6.03M -$269K -8,013 -4%
RJA
40
Raymond James & Associates
Florida
$6.02M -$66.2K -1,969 -1%
FA
41
Flagstar Advisors
New York
$5.91M +$359K +10,677 +6%
PNC
42
Park National Corp
Ohio
$5.89M -$225K -6,705 -4%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$5.75M +$399K +11,874 +7%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$5.7M +$1.23M +36,640 +28%
Stifel Financial
45
Stifel Financial
Missouri
$5.54M +$31.7K +944 +0.6%
KPWS
46
Kestra Private Wealth Services
Texas
$5.42M +$4.6M +136,784 +556%
Osaic Holdings
47
Osaic Holdings
Arizona
$5.3M -$1.39M -41,328 -21%
PWPS
48
Pinnacle Wealth Planning Services
Ohio
$5.16M +$151K +4,501 +3%
PAG
49
Private Advisor Group
New Jersey
$5.07M -$43.7K -1,301 -0.9%
VPA
50
Vernal Point Advisors
California
$4.89M +$2.61M +77,670 +115%
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