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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

337 hedge funds and large institutions have $2.27B invested in First Trust North American Energy Infrastructure Fund in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 103 reducing their positions, and 17 closing their positions.

Holders
337
Holders Change
+26
Holders Change %
+8.36%
% of All Funds
4.49%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
51
Increased
140
Reduced
103
Closed
17
Calls
$64K
Puts
–
Net Calls
+$64K
Net Calls Change
+$48K

Top Buyers

1
MWM
1
Modern Wealth Management
Kansas
$18.7M
2
OPAM
2
Ocean Park Asset Management
California
$17.6M
3
CAM
3
Cresset Asset Management
Illinois
$76.7M
4
IAA
4
Independent Advisor Alliance
North Carolina
$2.7M
5
CIA
5
Capital Investment Advisors
Georgia
$130M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$227K
2
AG
2
AlTi Global
New York
$117M
3
UB
3
UMB Bank
Missouri
$12.2M
4
CWM
4
Comprehensive Wealth Management
Washington
$41.5M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
76
Savant Capital
Illinois
$2.64M -$282K -7,904 -10%
PCG
77
Prosperity Consulting Group
Maryland
$2.61M +$502K +14,083 +24%
KWM
78
Kingsview Wealth Management
Oregon
$2.56M +$155K +4,356 +6%
WS
79
Wela Strategies
Georgia
$2.47M +$207K +5,803 +9%
PWM
80
Puff Wealth Management
New Jersey
$2.37M +$2.37M +66,520 New
GJIA
81
Glass Jacobson Investment Advisors
Maryland
$2.32M -$17.2K -482 -0.7%
CA
82
CoreCap Advisors
Michigan
$2.3M +$2.28M +63,817 +9,344%
KFGG
83
Keystone Financial Group (Georgia)
Georgia
$2.27M +$2.27M +63,670 New
STA
84
Summit Trail Advisors
New York
$2.2M +$1.26M +35,393 +134%
LWMNY
85
Landmark Wealth Management (New York)
New York
$2.17M -$170K -4,764 -7%
EMAM
86
Encompass More Asset Management
California
$2.03M +$2.03M +56,898 New
OPS
87
Orion Portfolio Solutions
Nebraska
$2.03M +$75K +2,104 +4%
BCI
88
Brinker Capital Investments
Pennsylvania
$2.03M +$75K +2,104 +4%
FIM
89
Fernwood Investment Management
Massachusetts
$2.02M -$64.2K -1,800 -3%
ECA
90
Elevated Capital Advisors
Utah
$2M -$100K -2,818 -5%
AI
91
Auour Investments
Massachusetts
$1.98M +$16.3K +444 +0.8%
OP
92
ORG Partners
Indiana
$1.95M – – –
BEI
93
Benjamin Edwards Inc
Missouri
$1.89M -$116K -3,258 -6%
CA
94
Continuum Advisory
Idaho
$1.87M +$216K +6,051 +13%
PWA
95
PCG Wealth Advisors
Kansas
$1.87M -$36.8K -1,032 -2%
SPC
96
Sigma Planning Corp
Michigan
$1.81M +$16.2K +454 +0.9%
BWA
97
BlueChip Wealth Advisors
Georgia
$1.81M +$74.9K +2,101 +4%
WIP
98
WealthCare Investment Partners
Rhode Island
$1.71M -$8.25K -230 -0.5%
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$1.67M -$173K -4,862 -9%
HPC
100
Hobart Private Capital
North Carolina
$1.66M +$125K +3,512 +8%
2 3
4
5 6