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First Trust North American Energy Infrastructure Fund

348 hedge funds and large institutions have $2.49B invested in First Trust North American Energy Infrastructure Fund in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 109 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,875% more call options, than puts

Call options by funds: $239K | Put options by funds: $4K

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

33% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 109

10% more capital invested

Capital invested by funds: $2.27B → $2.49B (+$218M)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

2% more funds holding

Funds holding: 341348 (+7)

0.43% less ownership

Funds ownership: 76.72%76.3% (-0.43%)

Holders
348
Holders Change
+7
Holders Change %
+2.05%
% of All Funds
4.67%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.19%
New
34
Increased
145
Reduced
109
Closed
21
Calls
$239K
Puts
$4K
Net Calls
+$235K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
76
Baird Financial Group
Wisconsin
$3.12M +$2M +54,093 +185%
SPC
77
Sigma Planning Corp
Michigan
$2.98M +$1.06M +28,653 +56%
AI
78
ArchPoint Investors
Florida
$2.94M
KWM
79
Kingsview Wealth Management
Oregon
$2.88M +$190K +5,127 +7%
PCG
80
Prosperity Consulting Group
Maryland
$2.84M +$90.2K +2,437 +3%
SA
81
Sanctuary Advisors
Indiana
$2.82M -$127K -3,424 -4%
CA
82
Crumly & Associates
Illinois
$2.77M -$4.4K -119 -0.2%
SC
83
Savant Capital
Illinois
$2.74M -$28.6K -774 -1%
PWM
84
Puff Wealth Management
New Jersey
$2.61M +$116K +3,133 +5%
PWA
85
PCG Wealth Advisors
Kansas
$2.48M +$510K +13,789 +26%
STA
86
Summit Trail Advisors
New York
$2.45M +$133K +3,603 +6%
CA
87
Continuum Advisory
Idaho
$2.41M +$445K +12,015 +23%
WS
88
Wela Strategies
Georgia
$2.41M -$188K -5,077 -7%
GJIA
89
Glass Jacobson Investment Advisors
Maryland
$2.33M +$7.73K +209 +0.3%
KFGG
90
Keystone Financial Group (Georgia)
Georgia
$2.3M +$3.48K +94 +0.1%
NA
91
NewEdge Advisors
Louisiana
$2.26M +$677K +18,304 +44%
LWMNY
92
Landmark Wealth Management (New York)
New York
$2.24M -$46.6K -1,259 -2%
EMAM
93
Encompass More Asset Management
California
$2.21M +$74.5K +2,013 +4%
CA
94
CoreCap Advisors
Michigan
$2.12M -$293K -7,922 -12%
OP
95
ORG Partners
Indiana
$2.05M -$10.7K -290 -0.5%
BWA
96
BlueChip Wealth Advisors
Georgia
$2M +$104K +2,812 +6%
CWM
97
Congress Wealth Management
Massachusetts
$2M +$1.98M +53,420 New
Jones Financial Companies
98
Jones Financial Companies
Missouri
$1.89M +$503K +13,588 +37%
ECA
99
Elevated Capital Advisors
Utah
$1.87M -$238K -6,428 -11%
AI
100
Auour Investments
Massachusetts
$1.83M -$122K -3,288 -6%

EMLP Hedge Fund Activity: Q1 2025 in Review

348 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q1 2025, worth a combined $2.49B — up 9.6% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EMLP positions and 21 closed out — a net gain of 13 holders — while 145 added to existing stakes and 109 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.6M. The largest seller was AlTi Global, cutting an estimated $10M.

  • 348 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q1 2025, up from 341 in Q4 2024.
  • Funds reported $2.49B of First Trust North American Energy Infrastructure Fund stock for Q1 2025, up 9.6% quarter-over-quarter.
  • 34 funds opened new First Trust North American Energy Infrastructure Fund positions in Q1 2025 and 21 closed out, a net change of +13 holders.
  • The largest First Trust North American Energy Infrastructure Fund buyer in Q1 2025 was Morgan Stanley, an estimated $32.6M added.
  • The largest First Trust North American Energy Infrastructure Fund seller in Q1 2025 was AlTi Global, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2025.