EMLP icon

First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

284 hedge funds and large institutions have $1.85B invested in First Trust North American Energy Infrastructure Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 106 increasing their positions, 113 reducing their positions, and 26 closing their positions.

Holders
284
Holders Change
-16
Holders Change %
-5.33%
% of All Funds
4.55%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
17
Increased
106
Reduced
113
Closed
26
Calls
$27K
Puts
–
Net Calls
+$27K
Net Calls Change
-$1.06M

Top Buyers

1
PWPCM
1
Perella Weinberg Partners Capital Management
New York
$103M
2
Morgan Stanley
2
Morgan Stanley
New York
$424M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$4.06M
4
OMC
4
Old Mission Capital
Illinois
$5.81M
5
CIA
5
Capital Investment Advisors
Georgia
$88M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$61.8M
2
TA
2
Tiedemann Advisors
New York
$123M
3
Bank of America
3
Bank of America
North Carolina
$53.4M
4
AWE
4
Avidian Wealth Enterprises
Texas
$327K
5
Stifel Financial
5
Stifel Financial
Missouri
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
101
Colorado Capital Management
Colorado
$1.4M -$19.6K -738 -1%
FHB
102
First Hawaiian Bank
Hawaii
$1.36M +$1.36M +51,000 New
CAGAS
103
Capital Advisory Group Advisory Services
Minnesota
$1.27M -$20.8K -782 -2%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$1.26M -$2.21M -82,844 -64%
PFG
105
Prosperity Financial Group
California
$1.25M +$109K +4,090 +10%
CS
106
Credit Suisse
Switzerland
$1.07M – – –
IWC
107
Integrated Wealth Concepts
Massachusetts
$1.06M +$70.4K +2,641 +7%
Citadel Advisors
108
Citadel Advisors
Florida
$1.04M -$1.68M -63,066 -62%
Betterment LLC
109
Betterment LLC
New York
$1.03M +$9.7K +364 +0.9%
SEA
110
Stegent Equity Advisors
Texas
$1.03M -$119K -4,455 -10%
Truist Financial
111
Truist Financial
North Carolina
$961K -$886K -33,281 -48%
SLT
112
St Louis Trust
Missouri
$959K – – –
CA
113
Cetera Advisors
Colorado
$940K -$205K -7,692 -18%
AWM
114
Apollon Wealth Management
South Carolina
$933K -$128K -4,788 -12%
VCM
115
Virtue Capital Management
Tennessee
$927K -$191K -7,152 -17%
AP
116
Americana Partners
Texas
$915K +$152K +5,718 +20%
WI
117
Wintrust Investments
Illinois
$911K -$6.66K -250 -0.7%
CA
118
Cambridge Advisors
Nebraska
$899K +$53 +2 +0%
NCM
119
Next Capital Management
New York
$892K – – –
CA
120
Continuum Advisory
Idaho
$885K +$127K +4,769 +17%
M
121
MOTCO
Texas
$882K – – –
IWP
122
Icon Wealth Partners
Texas
$864K +$864K +32,428 New
KIA
123
Kraematon Investment Advisors
Massachusetts
$846K +$4.77K +179 +0.6%
AWA
124
ARQ Wealth Advisors
Arizona
$826K +$133K +4,978 +19%
CCA
125
Cottonwood Capital Advisors
Utah
$823K -$5.81K -218 -0.7%
3 4
5
6 7