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First Trust North American Energy Infrastructure Fund

348 hedge funds and large institutions have $2.49B invested in First Trust North American Energy Infrastructure Fund in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 109 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,875% more call options, than puts

Call options by funds: $239K | Put options by funds: $4K

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

33% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 109

10% more capital invested

Capital invested by funds: $2.27B → $2.49B (+$218M)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

2% more funds holding

Funds holding: 341348 (+7)

0.43% less ownership

Funds ownership: 76.72%76.3% (-0.43%)

Holders
348
Holders Change
+7
Holders Change %
+2.05%
% of All Funds
4.67%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.19%
New
34
Increased
145
Reduced
109
Closed
21
Calls
$239K
Puts
$4K
Net Calls
+$235K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
101
Brinker Capital Investments
Pennsylvania
$1.8M -$333K -8,997 -16%
OPS
102
Orion Portfolio Solutions
Nebraska
$1.8M -$333K -8,997 -16%
AWA
103
ARQ Wealth Advisors
Arizona
$1.76M +$113K +3,050 +7%
HW
104
Hancock Whitney
Mississippi
$1.71M +$84.9K +2,293 +5%
MEG
105
Millstone Evans Group
Colorado
$1.7M -$6.11K -165 -0.4%
CA
106
Cambridge Advisors
Nebraska
$1.69M +$82.2K +2,220 +5%
WA
107
Waverly Advisors
Alabama
$1.69M -$15.2K -410 -0.9%
CAGAS
108
Capital Advisory Group Advisory Services
Minnesota
$1.65M -$9.81K -265 -0.6%
WAG
109
Windsor Advisory Group
Ohio
$1.64M
SWA
110
Stratos Wealth Advisors
Ohio
$1.64M +$585K +15,809 +57%
MWM
111
MGB Wealth Management
Texas
$1.63M
PWS
112
Proactive Wealth Strategies
Georgia
$1.61M +$1.59M +43,022 New
VCM
113
Virtue Capital Management
Tennessee
$1.61M +$1.59M +42,903 New
WAM
114
Walker Asset Management
Missouri
$1.6M -$44.3K -1,198 -3%
Northern Trust
115
Northern Trust
Illinois
$1.59M +$1.34M +36,282 +594%
M
116
MOTCO
Texas
$1.58M +$36K +973 +2%
WIP
117
WealthCare Investment Partners
Rhode Island
$1.53M -$165K -4,448 -9%
IWA
118
Icon Wealth Advisors
Texas
$1.51M +$6.74K +182 +0.5%
AWS
119
Atria Wealth Solutions
New York
$1.5M -$196K -5,304 -12%
Betterment LLC
120
Betterment LLC
New York
$1.47M -$61.4K -1,659 -4%
WWMSC
121
Wagner Wealth Management (South Carolina)
South Carolina
$1.36M +$140K +3,777 +12%
Envestnet Portfolio Solutions
122
Envestnet Portfolio Solutions
Illinois
$1.28M -$75.3K -2,035 -6%
EH
123
Equitable Holdings
New York
$1.25M +$495K +13,389 +67%
PWM
124
Partners Wealth Management
California
$1.25M +$3.55K +96 +0.3%
CIA
125
Concurrent Investment Advisors
Florida
$1.21M +$55.1K +1,490 +5%

EMLP Hedge Fund Activity: Q1 2025 in Review

348 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q1 2025, worth a combined $2.49B — up 9.6% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EMLP positions and 21 closed out — a net gain of 13 holders — while 145 added to existing stakes and 109 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.6M. The largest seller was AlTi Global, cutting an estimated $10M.

  • 348 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q1 2025, up from 341 in Q4 2024.
  • Funds reported $2.49B of First Trust North American Energy Infrastructure Fund stock for Q1 2025, up 9.6% quarter-over-quarter.
  • 34 funds opened new First Trust North American Energy Infrastructure Fund positions in Q1 2025 and 21 closed out, a net change of +13 holders.
  • The largest First Trust North American Energy Infrastructure Fund buyer in Q1 2025 was Morgan Stanley, an estimated $32.6M added.
  • The largest First Trust North American Energy Infrastructure Fund seller in Q1 2025 was AlTi Global, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2025.