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First Trust North American Energy Infrastructure Fund

348 hedge funds and large institutions have $2.49B invested in First Trust North American Energy Infrastructure Fund in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 109 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,875% more call options, than puts

Call options by funds: $239K | Put options by funds: $4K

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

33% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 109

10% more capital invested

Capital invested by funds: $2.27B → $2.49B (+$218M)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

2% more funds holding

Funds holding: 341348 (+7)

0.43% less ownership

Funds ownership: 76.72%76.3% (-0.43%)

Holders
348
Holders Change
+7
Holders Change %
+2.05%
% of All Funds
4.67%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.19%
New
34
Increased
145
Reduced
109
Closed
21
Calls
$239K
Puts
$4K
Net Calls
+$235K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
26
Barry Investment Advisors
Massachusetts
$15.7M +$30K +810 +0.2%
AAS
27
Avantax Advisory Services
Texas
$14.6M +$598K +16,161 +4%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$14.1M +$6.22M +168,074 +80%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$12.9M -$103K -2,786 -0.8%
3F
30
360 Financial
Minnesota
$11.5M +$11.3M +306,200 New
UB
31
UMB Bank
Missouri
$11.3M -$1.43M -38,763 -11%
JP Morgan Chase
32
JP Morgan Chase
New York
$11.3M -$1.15M -31,080 -9%
NEPWA
33
New England Private Wealth Advisors
Massachusetts
$11.1M +$337K +9,106 +3%
AOG
34
Alpha Omega Group
Virginia
$10.6M -$374K -10,095 -3%
AGA
35
Arkos Global Advisors
Texas
$10.6M +$274K +7,395 +3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$10.6M +$3.02M +81,725 +41%
FCIM
37
Fairview Capital Investment Management
California
$10.4M -$1.03M -27,948 -9%
KAS
38
Kestra Advisory Services
Texas
$9.97M +$33.5K +905 +0.3%
HPC
39
Hobart Private Capital
North Carolina
$8.91M +$7.08M +191,191 +411%
Stifel Financial
40
Stifel Financial
Missouri
$8.56M +$544K +14,693 +7%
ATPW
41
Ashton Thomas Private Wealth
Arizona
$7.98M -$80K -2,161 -1%
BPA
42
Beacon Pointe Advisors
California
$7.82M -$48.9K -1,321 -0.6%
HighTower Advisors
43
HighTower Advisors
Illinois
$7.48M -$522K -14,107 -7%
FA
44
Flagstar Advisors
New York
$7.4M -$30.7K -830 -0.4%
IWM
45
IHT Wealth Management
Illinois
$7.19M +$6.87M +185,689 +3,090%
PAG
46
Private Advisor Group
New Jersey
$7.17M +$1.55M +41,986 +28%
Osaic Holdings
47
Osaic Holdings
Arizona
$6.84M +$1.75M +47,245 +35%
KPWS
48
Kestra Private Wealth Services
Texas
$6.68M +$131K +3,546 +2%
AI
49
Arvest Investments
Arkansas
$6.52M -$1.88M -50,749 -23%
Comerica Bank
50
Comerica Bank
Texas
$6.47M -$185K -4,986 -3%

EMLP Hedge Fund Activity: Q1 2025 in Review

348 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q1 2025, worth a combined $2.49B — up 9.6% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EMLP positions and 21 closed out — a net gain of 13 holders — while 145 added to existing stakes and 109 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.6M. The largest seller was AlTi Global, cutting an estimated $10M.

  • 348 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q1 2025, up from 341 in Q4 2024.
  • Funds reported $2.49B of First Trust North American Energy Infrastructure Fund stock for Q1 2025, up 9.6% quarter-over-quarter.
  • 34 funds opened new First Trust North American Energy Infrastructure Fund positions in Q1 2025 and 21 closed out, a net change of +13 holders.
  • The largest First Trust North American Energy Infrastructure Fund buyer in Q1 2025 was Morgan Stanley, an estimated $32.6M added.
  • The largest First Trust North American Energy Infrastructure Fund seller in Q1 2025 was AlTi Global, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2025.