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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

337 hedge funds and large institutions have $2.27B invested in First Trust North American Energy Infrastructure Fund in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 103 reducing their positions, and 17 closing their positions.

Holders
337
Holders Change
+26
Holders Change %
+8.36%
% of All Funds
4.49%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
51
Increased
140
Reduced
103
Closed
17
Calls
$64K
Puts
–
Net Calls
+$64K
Net Calls Change
+$48K

Top Buyers

1
MWM
1
Modern Wealth Management
Kansas
$18.7M
2
OPAM
2
Ocean Park Asset Management
California
$17.6M
3
CAM
3
Cresset Asset Management
Illinois
$76.7M
4
IAA
4
Independent Advisor Alliance
North Carolina
$2.7M
5
CIA
5
Capital Investment Advisors
Georgia
$130M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$227K
2
AG
2
AlTi Global
New York
$117M
3
UB
3
UMB Bank
Missouri
$12.2M
4
CWM
4
Comprehensive Wealth Management
Washington
$41.5M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
101
Waverly Advisors
Alabama
$1.62M +$5.53K +155 +0.3%
MEG
102
Millstone Evans Group
Colorado
$1.62M +$1.62M +45,554 New
AWS
103
Atria Wealth Solutions
New York
$1.62M +$26.9K +754 +2%
CAGAS
104
Capital Advisory Group Advisory Services
Minnesota
$1.58M -$17.8K -500 -1%
AWA
105
ARQ Wealth Advisors
Arizona
$1.56M +$81.5K +2,287 +5%
WAM
106
Walker Asset Management
Missouri
$1.56M -$89.1K -2,498 -5%
WAG
107
Windsor Advisory Group
Ohio
$1.56M +$708K +19,870 +83%
MWM
108
MGB Wealth Management
Texas
$1.55M +$36 +1 +0%
HW
109
Hancock Whitney
Mississippi
$1.54M +$196K +5,486 +14%
CA
110
Cambridge Advisors
Nebraska
$1.53M +$508K +14,252 +50%
NA
111
NewEdge Advisors
Louisiana
$1.49M +$49.7K +1,393 +3%
M
112
MOTCO
Texas
$1.47M -$58.6K -1,645 -4%
Betterment LLC
113
Betterment LLC
New York
$1.46M -$34.9K -980 -2%
IWA
114
Icon Wealth Advisors
Texas
$1.43M +$58.2K +1,633 +4%
Jones Financial Companies
115
Jones Financial Companies
Missouri
$1.32M +$723K +20,282 +120%
Envestnet Portfolio Solutions
116
Envestnet Portfolio Solutions
Illinois
$1.29M +$22.9K +641 +2%
SLT
117
St Louis Trust
Missouri
$1.28M – – –
FEM
118
Fulcrum Equity Management
Texas
$1.26M +$10.5K +294 +0.8%
PWM
119
Partners Wealth Management
California
$1.18M +$1.18M +33,169 New
WWM
120
Wagner Wealth Management
South Carolina
$1.16M +$185K +5,195 +19%
CCA
121
Cottonwood Capital Advisors
Utah
$1.16M +$6.74K +189 +0.6%
GDP
122
Great Diamond Partners
Maine
$1.14M -$19.8K -554 -2%
CIA
123
Concurrent Investment Advisors
Florida
$1.1M +$78.3K +2,195 +8%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$1.04M +$1.04M +29,218 New
SEIA
125
Signature Estate & Investment Advisors
California
$1.01M +$3.6K +101 +0.4%
3 4
5
6 7