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First Trust North American Energy Infrastructure Fund

370 hedge funds and large institutions have $2.51B invested in First Trust North American Energy Infrastructure Fund in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 121 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 17

14% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 121

6% more funds holding

Funds holding: 348370 (+22)

1% more capital invested

Capital invested by funds: $2.49B → $2.51B (+$21.7M)

0.12% more ownership

Funds ownership: 76.3%76.41% (+0.12%)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
370
Holders Change
+22
Holders Change %
+6.32%
% of All Funds
4.87%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
43
Increased
138
Reduced
121
Closed
17
Calls
$398K
Puts
Net Calls
+$398K
Net Calls Change
+$163K
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
76
Kingsview Wealth Management
Oregon
$3.05M +$163K +4,443 +6%
AI
77
ArchPoint Investors
Florida
$2.94M
KFGG
78
Keystone Financial Group (Georgia)
Georgia
$2.92M +$501K +13,694 +21%
PCG
79
Prosperity Consulting Group
Maryland
$2.87M +$28.4K +777 +1%
CA
80
Crumly & Associates
Illinois
$2.73M -$40K -1,093 -1%
SC
81
Savant Capital
Illinois
$2.73M -$16.6K -454 -0.6%
SA
82
Sanctuary Advisors
Indiana
$2.69M -$127K -3,462 -5%
CA
83
Continuum Advisory
Idaho
$2.55M +$128K +3,495 +5%
WS
84
Wela Strategies
Georgia
$2.48M +$69.8K +1,907 +3%
STA
85
Summit Trail Advisors
New York
$2.45M -$4.17K -114 -0.2%
GJIA
86
Glass Jacobson Investment Advisors
Maryland
$2.44M -$6.66K -182 -0.3%
EMAM
87
Encompass More Asset Management
California
$2.38M +$166K +4,529 +8%
Jones Financial Companies
88
Jones Financial Companies
Missouri
$2.38M +$472K +12,911 +25%
PWM
89
Puff Wealth Management
New Jersey
$2.37M -$236K -6,462 -9%
LWMNY
90
Landmark Wealth Management (New York)
New York
$2.21M -$28.1K -769 -1%
PWA
91
PCG Wealth Advisors
Kansas
$2.19M -$281K -7,692 -12%
OP
92
ORG Partners
Indiana
$2.05M +$33.3K +911 +2%
CA
93
CoreCap Advisors
Michigan
$2.05M -$71.1K -1,944 -3%
SPC
94
Sigma Planning Corp
Michigan
$2M -$960K -26,236 -33%
CWM
95
Congress Wealth Management
Massachusetts
$2M -$4.83K -132 -0.2%
BWA
96
BlueChip Wealth Advisors
Georgia
$2M -$7.28K -199 -0.4%
BPAMU
97
BTG Pactual Asset Management US
New York
$1.96M -$1.85M -50,492 -49%
AI
98
Auour Investments
Massachusetts
$1.91M +$7.79K +213 +0.4%
ECA
99
Elevated Capital Advisors
Utah
$1.87M
BCI
100
Brinker Capital Investments
Pennsylvania
$1.78M -$13.7K -375 -0.8%

EMLP Hedge Fund Activity: Q2 2025 in Review

370 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q2 2025, worth a combined $2.51B — up 0.87% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EMLP positions and 17 closed out — a net gain of 26 holders — while 138 added to existing stakes and 121 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $12.6M. The largest seller was Comprehensive Wealth Management, exiting entirely with an estimated $40.6M sold.

  • 370 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q2 2025, up from 348 in Q1 2025.
  • Funds reported $2.51B of First Trust North American Energy Infrastructure Fund stock for Q2 2025, up 0.87% quarter-over-quarter.
  • 43 funds opened new First Trust North American Energy Infrastructure Fund positions in Q2 2025 and 17 closed out, a net change of +26 holders.
  • The largest First Trust North American Energy Infrastructure Fund buyer in Q2 2025 was Commonwealth Equity Services, an estimated $12.6M added.
  • The largest First Trust North American Energy Infrastructure Fund seller in Q2 2025 was Comprehensive Wealth Management, an estimated $40.6M sold.

Based on aggregated 13F filings for Q2 2025.