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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

311 hedge funds and large institutions have $2.08B invested in First Trust North American Energy Infrastructure Fund in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 123 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+11
Holders Change %
+3.67%
% of All Funds
4.5%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
37
Increased
109
Reduced
123
Closed
21
Calls
$16K
Puts
–
Net Calls
+$16K
Net Calls Change
-$152K

Top Buyers

1
DCM
1
Disciplina Capital Management
Tennessee
$18.6M
2
LPL Financial
2
LPL Financial
California
$66.6M
3
KPWS
3
Kestra Private Wealth Services
Texas
$5.42M
4
HAS
4
HBW Advisory Services
California
$3.59M
5
BPAMU
5
BTG Pactual Asset Management US
New York
$3.31M

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$0
2
CWM
2
Comprehensive Wealth Management
Washington
$41.8M
3
SEA
3
Stegent Equity Advisors
Texas
$707K
4
PAG
4
Private Advisory Group
Washington
$208K
5
Jane Street
5
Jane Street
New York
$633K
Name Holding Trade Value Shares
Change 		Shares
Change %
LWMNY
76
Landmark Wealth Management (New York)
New York
$2.21M -$87.8K -2,615 -4%
GJIA
77
Glass Jacobson Investment Advisors
Maryland
$2.2M -$57.1K -1,698 -3%
WS
78
Wela Strategies
Georgia
$2.13M -$1.19M -35,400 -36%
PCG
79
Prosperity Consulting Group
Maryland
$1.99M +$1.99M +59,193 New
ECA
80
Elevated Capital Advisors
Utah
$1.98M -$24.5K -728 -1%
FIM
81
Fernwood Investment Management
Massachusetts
$1.97M -$90.7K -2,700 -4%
BEI
82
Benjamin Edwards Inc
Missouri
$1.89M +$1.86M +55,257 +5,001%
OPS
83
Orion Portfolio Solutions
Nebraska
$1.84M -$58.3K -1,735 -3%
BCI
84
Brinker Capital Investments
Pennsylvania
$1.84M -$58.3K -1,735 -3%
OP
85
ORG Partners
Indiana
$1.84M -$72K -2,143 -4%
AI
86
Auour Investments
Massachusetts
$1.81M -$169K -4,979 -9%
PWA
87
PCG Wealth Advisors
Kansas
$1.79M -$41.1K -1,223 -2%
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$1.74M -$319K -9,481 -15%
SPC
89
Sigma Planning Corp
Michigan
$1.69M -$17.4K -519 -1%
CA
90
Continuum Advisory
Idaho
$1.65M +$565K +15,862 +52%
BWA
91
BlueChip Wealth Advisors
Georgia
$1.63M +$370 +11 +0%
WIP
92
WealthCare Investment Partners
Rhode Island
$1.63M -$153K -4,497 -9%
WAM
93
Walker Asset Management
Missouri
$1.56M -$16.7K -497 -1%
WA
94
Waverly Advisors
Alabama
$1.53M +$24.7K +734 +2%
CAGAS
95
Capital Advisory Group Advisory Services
Minnesota
$1.51M – – –
AWS
96
Atria Wealth Solutions
New York
$1.5M +$104K +3,105 +7%
MWM
97
MGB Wealth Management
Texas
$1.46M -$34 -1 -0%
HPC
98
Hobart Private Capital
North Carolina
$1.44M +$146K +4,346 +11%
M
99
MOTCO
Texas
$1.44M -$16.5K -492 -1%
Betterment LLC
100
Betterment LLC
New York
$1.41M -$8.57K -255 -0.6%
2 3
4
5 6