EMLP icon

First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

281 hedge funds and large institutions have $1.79B invested in First Trust North American Energy Infrastructure Fund in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 90 increasing their positions, 125 reducing their positions, and 25 closing their positions.

Holders
281
Holders Change
-9
Holders Change %
-3.1%
% of All Funds
4.48%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
16
Increased
90
Reduced
125
Closed
25
Calls
$235K
Puts
–
Net Calls
+$235K
Net Calls Change
+$525K

Top Buyers

1
CWM
1
Comprehensive Wealth Management
Washington
$33M
2
Jane Street
2
Jane Street
New York
$10.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$60.7M
4
Comerica Bank
4
Comerica Bank
Texas
$4.94M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.76M

Top Sellers

1
FA
1
FDx Advisors
Illinois
$0
2
AAS
2
Avantax Advisory Services
Texas
$8.54M
3
CA
3
Crumly & Associates
Illinois
$5.65M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$3.68M
5
RVPG
5
Relative Value Partners Group
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$1.14M -$652K -24,695 -36%
Betterment LLC
102
Betterment LLC
New York
$1.09M +$10.6K +400 +1%
SEA
103
Stegent Equity Advisors
Texas
$1.09M -$16.7K -631 -2%
IWC
104
Integrated Wealth Concepts
Massachusetts
$1.06M +$71.1K +2,693 +7%
Truist Financial
105
Truist Financial
North Carolina
$1.05M +$295K +11,148 +39%
IAN
106
Integrated Advisors Network
Texas
$1.03M +$15K +567 +1%
VCM
107
Virtue Capital Management
Tennessee
$1.02M – – –
FHB
108
First Hawaiian Bank
Hawaii
$988K – – –
Citadel Advisors
109
Citadel Advisors
Florida
$975K -$1.91M -72,195 -66%
SLT
110
St Louis Trust
Missouri
$951K – – –
AP
111
Americana Partners
Texas
$938K -$860K -17,424 -48%
MG
112
Mather Group
Illinois
$933K -$114K -4,321 -11%
CA
113
Cetera Advisors
Colorado
$931K +$1.27K +48 +0.1%
HW
114
Hancock Whitney
Mississippi
$928K +$579K +21,900 +166%
NCM
115
Next Capital Management
New York
$885K – – –
PO
116
Private Ocean
California
$882K +$898 +34 +0.1%
GDP
117
Great Diamond Partners
Maine
$881K +$20.8K +787 +2%
M
118
MOTCO
Texas
$876K – – –
IWP
119
Icon Wealth Partners
Texas
$859K +$1.06K +40 +0.1%
CA
120
Continuum Advisory
Idaho
$853K -$3.54K -134 -0.4%
RIA
121
Regal Investment Advisors
Michigan
$848K +$2.83K +107 +0.3%
KPWS
122
Kestra Private Wealth Services
Texas
$841K -$53.2K -2,015 -6%
HI
123
Harbour Investments
Wisconsin
$794K -$11.6K -439 -1%
MFG
124
Magnus Financial Group
New York
$789K +$1.11K +42 +0.1%
SFG
125
StrategIQ Financial Group
Indiana
$785K +$7.48K +283 +1%
3 4
5
6 7