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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

281 hedge funds and large institutions have $1.82B invested in First Trust North American Energy Infrastructure Fund in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 98 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+10
Holders Change %
+3.69%
% of All Funds
4.86%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
27
Increased
100
Reduced
98
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$17.5M
2
CIA
2
Capital Investment Advisors
Georgia
$75.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$371M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$133M
5
TA
5
Tiedemann Advisors
New York
$128M

Top Sellers

1
PWPCM
1
Perella Weinberg Partners Capital Management
New York
$109M
2
Bank of America
2
Bank of America
North Carolina
$63M
3
CAM
3
Cresset Asset Management
Illinois
$73.2M
4
Stifel Financial
4
Stifel Financial
Missouri
$13.8M
5
Wells Fargo
5
Wells Fargo
California
$55.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisory Group
Washington
$4.84M +$447K +17,966 +10%
WIM
52
WealthPlan Investment Management
Nebraska
$4.7M +$4.7M +173,294 New
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$4.69M +$238K +9,548 +5%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$4.07M -$204K -8,215 -5%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$4.03M +$4.01M +161,314 +34,322%
HW
56
Hancock Whitney
Mississippi
$4.01M +$1.19M +47,950 +42%
QWM
57
QP Wealth Management
New Jersey
$3.95M +$22.6K +900 +0.6%
G
58
GenTrust
Florida
$3.9M – – –
PWA
59
PCG Wealth Advisors
Kansas
$3.89M +$1.79M +72,389 +85%
AP
60
Appleton Partners
Massachusetts
$3.72M -$40.9K -1,644 -1%
EVM
61
Eaton Vance Management
Massachusetts
$3.7M -$12.8K -515 -0.3%
FF
62
FourThought Financial
Florida
$3.68M +$286K +11,502 +8%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$3.5M -$331K -13,295 -9%
SSB
64
Sandy Spring Bank
Maryland
$3.28M +$355K +14,275 +12%
PAG
65
Private Advisor Group
New Jersey
$3.17M -$43.3K -1,740 -1%
Truist Financial
66
Truist Financial
North Carolina
$3.15M +$52.9K +2,127 +2%
RVPG
67
Relative Value Partners Group
$2.92M +$11.2K +452 +0.4%
PWPS
68
Pinnacle Wealth Planning Services
Ohio
$2.85M +$289K +11,624 +11%
SPC
69
Sigma Planning Corp
Michigan
$2.78M -$2.04M -82,081 -42%
AGA
70
Arkos Global Advisors
Texas
$2.67M -$12K -481 -0.4%
IRC
71
Investors Research Corp
Georgia
$2.57M -$119K -4,769 -4%
AA
72
Ancora Advisors
Ohio
$2.53M +$149 +6 +0%
SC
73
Savant Capital
Illinois
$2.49M -$95.6K -3,841 -4%
CPIG
74
Chicago Partners Investment Group
Illinois
$2.46M +$87.4K +3,275 +4%
OAM
75
Occidental Asset Management
California
$2.44M +$836K +33,593 +52%
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