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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

300 hedge funds and large institutions have $1.93B invested in First Trust North American Energy Infrastructure Fund in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 102 reducing their positions, and 20 closing their positions.

Holders
300
Holders Change
+19
Holders Change %
+6.76%
% of All Funds
4.84%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
44
Increased
110
Reduced
102
Closed
20
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
+$1.08M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$414M
2
TA
2
Tiedemann Advisors
New York
$145M
3
UBS Group
3
UBS Group
Switzerland
$54.3M
4
LPL Financial
4
LPL Financial
California
$46.7M
5
Wells Fargo
5
Wells Fargo
California
$64.3M

Top Sellers

1
PWPCM
1
Perella Weinberg Partners Capital Management
New York
$64.4M
2
Bank of America
2
Bank of America
North Carolina
$60.3M
3
CA
3
Crumly & Associates
Illinois
$9.93M
4
WIM
4
WealthPlan Investment Management
Nebraska
$0
5
FA
5
FDx Advisors
Illinois
$4.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$4.3M -$20.5K -767 -0.5%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$4.06M +$315K +11,800 +8%
FFP
53
FourThought Financial Partners
Florida
$4M +$4M +149,787 New
QWM
54
QP Wealth Management
New Jersey
$3.99M -$216K -8,080 -5%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$3.9M -$463K -17,338 -11%
AP
56
Appleton Partners
Massachusetts
$3.82M -$174K -6,530 -4%
AGA
57
Arkos Global Advisors
Texas
$3.79M +$922K +34,558 +32%
G
58
GenTrust
Florida
$3.72M -$456K -17,092 -11%
SSB
59
Sandy Spring Bank
Maryland
$3.56M +$40.5K +1,518 +1%
PWPS
60
Pinnacle Wealth Planning Services
Ohio
$3.51M +$449K +16,833 +15%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$3.47M +$3.47M +130,055 New
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$3.45M -$1.58M -59,140 -31%
RVPG
63
Relative Value Partners Group
$3.14M +$9.98K +374 +0.3%
MCA
64
Magnolia Capital Advisors
Mississippi
$2.81M +$2.81M +105,080 New
IRC
65
Investors Research Corp
Georgia
$2.73M -$19.9K -746 -0.7%
Citadel Advisors
66
Citadel Advisors
Florida
$2.72M +$1.12M +41,852 +70%
WS
67
Wela Strategies
Georgia
$2.68M +$200K +7,477 +8%
CPIG
68
Chicago Partners Investment Group
Illinois
$2.64M +$119K +4,352 +5%
OAM
69
Occidental Asset Management
California
$2.63M +$13.6K +510 +0.5%
DWP
70
Daymark Wealth Partners
Ohio
$2.62M +$2.62M +98,335 New
CAM
71
Concorde Asset Management
Michigan
$2.58M +$1.41M +52,644 +120%
SC
72
Savant Capital
Illinois
$2.51M -$161K -6,028 -6%
DADC
73
D.A. Davidson & Co
Montana
$2.46M +$458K +17,149 +23%
PFS
74
Prospera Financial Services
Texas
$2.45M +$28.6K +1,070 +1%
AWS
75
Atria Wealth Solutions
New York
$2.26M +$139K +5,209 +7%
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