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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

290 hedge funds and large institutions have $1.83B invested in First Trust North American Energy Infrastructure Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 88 increasing their positions, 129 reducing their positions, and 13 closing their positions.

Holders
290
Holders Change
+6
Holders Change %
+2.11%
% of All Funds
4.57%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
23
Increased
88
Reduced
129
Closed
13
Calls
$30K
Puts
$320K
Net Calls
-$290K
Net Calls Change
-$317K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$444M
2
DCM
2
Disciplina Capital Management
Tennessee
$20.5M
3
KAS
3
Kestra Advisory Services
Texas
$5.22M
4
CAM
4
Concorde Asset Management
Michigan
$2.9M
5
FA
5
FDx Advisors
Illinois
$6.87M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$110M
2
CAM
2
Cresset Asset Management
Illinois
$59.6M
3
Wells Fargo
3
Wells Fargo
California
$59.7M
4
Bank of America
4
Bank of America
North Carolina
$46.9M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$6.69M
Name Market Value Shares Shares
Change 		Shares
Change %
PWA
76
PCG Wealth Advisors
Kansas
$2.22M 82,319 +768 +0.9%
WIP
77
WealthCare Investment Partners
Rhode Island
$2.21M 81,608 -5,030 -6%
PFS
78
Prospera Financial Services
Texas
$2.2M 81,356 -7,720 -9%
DADC
79
D.A. Davidson & Co
Montana
$2.19M 80,949 -394 -0.5%
AI
80
ArchPoint Investors
Florida
$2.16M 80,000 – –
KWM
81
Keebeck Wealth Management
Illinois
$2.13M 79,045 – –
Renaissance Technologies
82
Renaissance Technologies
New York
$2.11M 78,300 +54,400 +228%
PAG
83
Private Advisory Group
Washington
$2.09M 77,514 +6,513 +9%
MCA
84
Magnolia Capital Advisors
Mississippi
$2.01M 74,342 -969 -1%
FIM
85
Fernwood Investment Management
Massachusetts
$1.93M 71,370 -1,300 -2%
GJIA
86
Glass Jacobson Investment Advisors
Maryland
$1.91M 70,759 +70,759 New
GA
87
Greytown Advisors
Florida
$1.86M 68,963 +442 +0.6%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$1.83M 67,888 +58,793 +646%
KA
89
Kovack Advisors
Florida
$1.83M 67,631 +145 +0.2%
WS
90
Wela Strategies
Georgia
$1.8M 66,802 -1,388 -2%
LWMNY
91
Landmark Wealth Management (New York)
New York
$1.77M 65,435 +1,333 +2%
BBL
92
Beck Bode LLC
Massachusetts
$1.76M 65,030 +829 +1%
KWM
93
Kingsview Wealth Management
Oregon
$1.74M 64,618 +2,506 +4%
AWS
94
Atria Wealth Solutions
New York
$1.69M 62,650 +76 +0.1%
OP
95
ORG Partners
Indiana
$1.68M 62,004 +854 +1%
AI
96
Auour Investments
Massachusetts
$1.57M 58,328 +58,328 New
SPC
97
Sigma Planning Corp
Michigan
$1.57M 58,186 -4,052 -7%
AI
98
Atria Investments
North Carolina
$1.5M 55,682 +620 +1%
ECA
99
Elevated Capital Advisors
Utah
$1.43M 52,867 +52,867 New
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$1.41M 52,184 +4,973 +11%
2 3
4
5 6