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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
PNC
51
Park National Corp
Ohio
$6.44M -$130K -3,521 -2%
PWP
52
Prasad Wealth Partners
Ohio
$6.4M +$6.32M +170,724 New
VPA
53
Vernal Point Advisors
California
$6.35M +$515K +13,929 +9%
PWPS
54
Pinnacle Wealth Planning Services
Ohio
$6.07M +$235K +6,344 +4%
MML Investors Services
55
MML Investors Services
Massachusetts
$5.52M -$675K -18,228 -11%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$5.34M +$8.62K +233 +0.2%
G
57
GenTrust
Florida
$5.28M +$99.9K +2,700 +2%
BFG
58
Beacon Financial Group
Texas
$5.09M -$278K -7,503 -5%
DWP
59
Daymark Wealth Partners
Ohio
$5M +$266K +7,193 +6%
FFP
60
FourThought Financial Partners
Florida
$4.98M -$252K -6,807 -5%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$4.76M +$405K +10,952 +9%
AP
62
Appleton Partners
Massachusetts
$4.75M -$90.2K -2,438 -2%
CPIG
63
Chicago Partners Investment Group
Illinois
$4.29M +$14.1K +381 +0.3%
HAS
64
HBW Advisory Services
California
$4.12M +$76.9K +2,078 +2%
Corient Private Wealth
65
Corient Private Wealth
Florida
$4.12M -$1.05M -28,405 -21%
SSB
66
Sandy Spring Bank
Maryland
$4.1M -$79.5K -2,148 -2%
BEI
67
Benjamin Edwards Inc
Missouri
$3.89M +$1.87M +50,528 +95%
BPAMU
68
BTG Pactual Asset Management US
New York
$3.85M +$153K +4,136 +4%
NRC
69
New Republic Capital
North Carolina
$3.66M +$702K +18,971 +24%
FFN
70
Focus Financial Network
Minnesota
$3.54M +$261K +7,054 +8%
PFS
71
Prospera Financial Services
Texas
$3.28M -$67.7K -1,830 -2%
SCA
72
Snowden Capital Advisors
New York
$3.24M -$237K -6,412 -7%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$3.22M +$270K +7,295 +9%
DADC
74
D.A. Davidson & Co
Montana
$3.2M +$67.9K +1,835 +2%
FLPIM
75
F.L. Putnam Investment Management
Massachusetts
$3.18M +$3.14M +84,919 New

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.