EMLP icon

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 %
WS
76
Wela Strategies
Georgia
$2.31M +$321K +12,900 +16%
PFS
77
Prospera Financial Services
Texas
$2.25M +$113K +4,547 +5%
BFEC
78
Benjamin F. Edwards & Company
Missouri
$2.09M -$115K -4,611 -5%
AI
79
ArchPoint Investors
Florida
$1.99M – – –
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$1.99M +$9.95K +400 +0.5%
AWS
81
Atria Wealth Solutions
New York
$1.98M +$164K +6,581 +9%
KWM
82
Keebeck Wealth Management
Illinois
$1.97M – – –
FIM
83
Fernwood Investment Management
Massachusetts
$1.89M – – –
DADC
84
D.A. Davidson & Co
Montana
$1.86M -$2.36K -95 -0.1%
SCA
85
Snowden Capital Advisors
New York
$1.81M -$57.8K -2,324 -3%
MG
86
Mather Group
Illinois
$1.81M +$1.81M +72,879 New
KA
87
Kovack Advisors
Florida
$1.63M +$274 +11 +0%
IAN
88
Integrated Advisors Network
Texas
$1.56M +$5.25K +211 +0.3%
Citadel Advisors
89
Citadel Advisors
Florida
$1.5M +$1.5M +60,149 New
KWM
90
Kingsview Wealth Management
Oregon
$1.49M -$1.02M -40,960 -41%
AFM
91
Andesa Financial Management
Pennsylvania
$1.44M +$746K +29,952 +107%
TA
92
Tectonic Advisors
Texas
$1.42M – – –
GIA
93
Gladstone Institutional Advisory
Florida
$1.4M +$1.4M +56,320 New
CCM
94
Colorado Capital Management
Colorado
$1.36M -$13K -521 -0.9%
KAS
95
Kestra Advisory Services
Texas
$1.34M +$208K +8,350 +18%
WAM
96
Walker Asset Management
Missouri
$1.34M +$112K +4,512 +9%
SEA
97
Stegent Equity Advisors
Texas
$1.33M +$1.33M +53,344 New
GVAG
98
Great Valley Advisor Group
Delaware
$1.31M +$26.7K +1,072 +2%
AI
99
Atria Investments
North Carolina
$1.28M +$1.28M +51,260 New
LWMNY
100
Landmark Wealth Management (New York)
New York
$1.21M -$44K -1,770 -4%
2 3
4
5 6