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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 Market Value Shares Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$5.32M 149,310 -1,513 -1%
BFG
52
Beacon Financial Group
Texas
$5.1M 143,191 -2,187 -2%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$5.07M 142,207 -55 -0%
FFP
54
FourThought Financial Partners
Florida
$4.97M 139,535 -4,116 -3%
G
55
GenTrust
Florida
$4.93M 138,209 +8,271 +6%
Corient Private Wealth
56
Corient Private Wealth
Florida
$4.93M 138,176 – –
Osaic Holdings
57
Osaic Holdings
Arizona
$4.82M 135,240 -22,361 -14%
AP
58
Appleton Partners
Massachusetts
$4.61M 129,231 -6,178 -5%
DWP
59
Daymark Wealth Partners
Ohio
$4.5M 126,115 +10,477 +9%
CPIG
60
Chicago Partners Investment Group
Illinois
$4.23M 116,928 -1,658 -1%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$4.13M 115,960 +12,260 +12%
SSB
62
Sandy Spring Bank
Maryland
$3.98M 111,534 -1,369 -1%
HAS
63
HBW Advisory Services
California
$3.84M 107,717 +990 +0.9%
BPAMU
64
BTG Pactual Asset Management US
New York
$3.48M 98,586 +151 +0.2%
SCA
65
Snowden Capital Advisors
New York
$3.31M 92,839 -65 -0.1%
PFS
66
Prospera Financial Services
Texas
$3.19M 89,335 +1,032 +1%
FFN
67
Focus Financial Network
Minnesota
$3.12M 87,385 +6,876 +9%
BRWA
68
B. Riley Wealth Advisors
Florida
$3.08M 86,346 -56,334 -39%
DADC
69
D.A. Davidson & Co
Montana
$2.97M 83,393 +8 +0%
SA
70
Sanctuary Advisors
Indiana
$2.93M 78,567 +581 +0.7%
NRC
71
New Republic Capital
North Carolina
$2.81M 78,713 -27,049 -26%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$2.81M 78,704 +8,234 +12%
AI
73
ArchPoint Investors
Florida
$2.79M 78,300 – –
IAA
74
Independent Advisor Alliance
North Carolina
$2.7M 75,714 +75,714 New
CA
75
Crumly & Associates
Illinois
$2.64M 74,108 -2 -0%
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