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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

337 hedge funds and large institutions have $2.27B invested in First Trust North American Energy Infrastructure Fund in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 103 reducing their positions, and 17 closing their positions.

Holders
337
Holders Change
+26
Holders Change %
+8.36%
% of All Funds
4.49%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
51
Increased
140
Reduced
103
Closed
17
Calls
$64K
Puts
–
Net Calls
+$64K
Net Calls Change
+$48K

Top Buyers

1
MWM
1
Modern Wealth Management
Kansas
$18.7M
2
OPAM
2
Ocean Park Asset Management
California
$17.6M
3
CAM
3
Cresset Asset Management
Illinois
$76.7M
4
IAA
4
Independent Advisor Alliance
North Carolina
$2.7M
5
CIA
5
Capital Investment Advisors
Georgia
$130M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$227K
2
AG
2
AlTi Global
New York
$117M
3
UB
3
UMB Bank
Missouri
$12.2M
4
CWM
4
Comprehensive Wealth Management
Washington
$41.5M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
26
Barry Investment Advisors
Massachusetts
$14.9M +$335K +9,410 +2%
AAS
27
Avantax Advisory Services
Texas
$13.3M +$350K +9,830 +3%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$12.4M +$213K +5,974 +2%
UB
29
UMB Bank
Missouri
$12.2M -$3.32M -93,058 -21%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$11.8M +$379K +10,626 +3%
FCIM
31
Fairview Capital Investment Management
California
$10.9M -$334K -9,363 -3%
AOG
32
Alpha Omega Group
Virginia
$10.5M -$243K -6,827 -2%
NEPWA
33
New England Private Wealth Advisors
Massachusetts
$10.2M +$608K +17,052 +6%
AGA
34
Arkos Global Advisors
Texas
$9.77M +$17.5K +490 +0.2%
KAS
35
Kestra Advisory Services
Texas
$9.45M +$220K +6,158 +2%
AI
36
Arvest Investments
Arkansas
$8.01M -$330K -9,247 -4%
FA
37
Forefront Analytics
Pennsylvania
$7.7M -$144K -4,032 -2%
ATPW
38
Ashton Thomas Private Wealth
Arizona
$7.67M +$73.2K +2,054 +1%
HighTower Advisors
39
HighTower Advisors
Illinois
$7.62M -$141K -3,961 -2%
Stifel Financial
40
Stifel Financial
Missouri
$7.61M +$1.74M +48,752 +30%
BPA
41
Beacon Pointe Advisors
California
$7.49M -$738K -20,713 -9%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$7.46M +$1.36M +38,180 +22%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$7.12M +$1.08M +30,327 +18%
FA
44
Flagstar Advisors
New York
$7.06M +$790K +22,150 +13%
Comerica Bank
45
Comerica Bank
Texas
$6.33M -$63.6K -1,783 -1%
PNC
46
Park National Corp
Ohio
$6.25M -$1.14K -32 -0%
KPWS
47
Kestra Private Wealth Services
Texas
$6.23M +$475K +13,314 +8%
MML Investors Services
48
MML Investors Services
Massachusetts
$5.9M +$1.58M +44,187 +36%
PWPS
49
Pinnacle Wealth Planning Services
Ohio
$5.54M +$66.6K +1,868 +1%
VPA
50
Vernal Point Advisors
California
$5.54M +$354K +9,930 +7%
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