EMLP icon

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 %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$2.26M +$1.97M +73,685 +678%
BFEC
77
Benjamin F. Edwards & Company
Missouri
$2.24M -$6.09K -228 -0.3%
AI
78
ArchPoint Investors
Florida
$2.14M – – –
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$2.13M -$1.01K -38 -0%
MG
80
Mather Group
Illinois
$2.13M +$181K +6,798 +9%
KWM
81
Keebeck Wealth Management
Illinois
$2.11M – – –
PWA
82
PCG Wealth Advisors
Kansas
$2.09M -$2.11M -79,024 -50%
OMC
83
Old Mission Capital
Illinois
$2.09M +$2.09M +78,197 New
FIM
84
Fernwood Investment Management
Massachusetts
$2.01M -$16K -600 -0.8%
GJIA
85
Glass Jacobson Investment Advisors
Maryland
$1.93M +$1.93M +72,176 New
Ameriprise
86
Ameriprise
Minnesota
$1.91M +$1.91M +71,618 New
SCA
87
Snowden Capital Advisors
New York
$1.91M -$38.7K -1,451 -2%
Truist Financial
88
Truist Financial
North Carolina
$1.85M -$1.53M -57,382 -45%
HW
89
Hancock Whitney
Mississippi
$1.78M -$2.53M -94,633 -59%
OPS
90
Orion Portfolio Solutions
Nebraska
$1.75M +$487K +18,250 +39%
KA
91
Kovack Advisors
Florida
$1.74M +$214 +8 +0%
SPC
92
Sigma Planning Corp
Michigan
$1.71M -$1.27M -47,749 -43%
Jane Street
93
Jane Street
New York
$1.69M +$552K +20,682 +49%
IAN
94
Integrated Advisors Network
Texas
$1.69M +$9.77K +366 +0.6%
KWM
95
Kingsview Wealth Management
Oregon
$1.65M +$57.5K +2,156 +4%
WIP
96
WealthCare Investment Partners
Rhode Island
$1.65M +$794K +29,734 +93%
BBL
97
Beck Bode LLC
Massachusetts
$1.57M +$1.57M +58,948 New
GA
98
Greytown Advisors
Florida
$1.53M +$355K +13,297 +30%
TA
99
Tectonic Advisors
Texas
$1.53M – – –
WAM
100
Walker Asset Management
Missouri
$1.43M +$400 +15 +0%
2 3
4
5 6