EMLP icon

First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

290 hedge funds and large institutions have $1.83B invested in First Trust North American Energy Infrastructure Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 88 increasing their positions, 129 reducing their positions, and 13 closing their positions.

Holders
290
Holders Change
+6
Holders Change %
+2.11%
% of All Funds
4.57%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
23
Increased
88
Reduced
129
Closed
13
Calls
$30K
Puts
$320K
Net Calls
-$290K
Net Calls Change
-$317K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$444M
2
DCM
2
Disciplina Capital Management
Tennessee
$20.5M
3
KAS
3
Kestra Advisory Services
Texas
$5.22M
4
CAM
4
Concorde Asset Management
Michigan
$2.9M
5
FA
5
FDx Advisors
Illinois
$6.87M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$110M
2
CAM
2
Cresset Asset Management
Illinois
$59.6M
3
Wells Fargo
3
Wells Fargo
California
$59.7M
4
Bank of America
4
Bank of America
North Carolina
$46.9M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$6.69M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
101
Cetera Advisor Networks
California
$1.41M 52,038 -8,173 -14%
CCM
102
Colorado Capital Management
Colorado
$1.3M 48,282 -4,278 -8%
WAM
103
Walker Asset Management
Missouri
$1.3M 48,115 -4,984 -9%
CAGAS
104
Capital Advisory Group Advisory Services
Minnesota
$1.28M 47,522 – –
PFG
105
Prosperity Financial Group
California
$1.26M 46,759 -28 -0.1%
SEA
106
Stegent Equity Advisors
Texas
$1.13M 41,714 +3,189 +8%
Betterment LLC
107
Betterment LLC
New York
$1.11M 41,016 +2,268 +6%
MG
108
Mather Group
Illinois
$1.07M 39,647 -33,819 -46%
IAN
109
Integrated Advisors Network
Texas
$1.03M 38,316 -23,520 -38%
VCM
110
Virtue Capital Management
Tennessee
$1.02M 37,770 +3,079 +9%
IWC
111
Integrated Wealth Concepts
Massachusetts
$1.01M 37,407 -2,235 -6%
FHB
112
First Hawaiian Bank
Hawaii
$1.01M 37,400 -13,600 -27%
AP
113
Americana Partners
Texas
$984K 36,438 +2,074 +6%
SLT
114
St Louis Trust
Missouri
$965K 36,000 – –
CA
115
Cetera Advisors
Colorado
$950K 35,198 -98 -0.3%
KPWS
116
Kestra Private Wealth Services
Texas
$914K 33,839 -26,014 -43%
AWA
117
ARQ Wealth Advisors
Arizona
$907K 33,582 +2,572 +8%
NCM
118
Next Capital Management
New York
$904K 33,496 – –
PO
119
Private Ocean
California
$900K 33,332 +3,344 +11%
M
120
MOTCO
Texas
$895K 33,139 – –
GDP
121
Great Diamond Partners
Maine
$879K 32,567 +32,567 New
IWP
122
Icon Wealth Partners
Texas
$877K 32,470 +42 +0.1%
CA
123
Continuum Advisory
Idaho
$875K 32,421 -816 -2%
RIA
124
Regal Investment Advisors
Michigan
$863K 31,976 +1,908 +6%
KIA
125
Kraematon Investment Advisors
Massachusetts
$838K 31,034 -716 -2%
3 4
5
6 7