We are live on ! Find out more
EMLP icon

First Trust North American Energy Infrastructure Fund

234 hedge funds and large institutions have $1.51B invested in First Trust North American Energy Infrastructure Fund in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 101 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 68

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

12% more capital invested

Capital invested by funds: $1.35B → $1.51B (+$161M)

4% more funds holding

Funds holding: 226234 (+8)

0.9% more ownership

Funds ownership: 72.36%73.26% (+0.9%)

Holders
234
Holders Change
+8
Holders Change %
+3.54%
% of All Funds
4.07%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
28
Increased
101
Reduced
68
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
126
Beacon Financial Advisory
Ohio
$562K -$23.5K -970 -4%
VWA
127
Visionary Wealth Advisors
Illinois
$551K -$41.9K -1,730 -7%
SFG
128
StrategIQ Financial Group
Indiana
$541K -$40K -1,650 -7%
AWM
129
AE Wealth Management
Kansas
$532K +$527K +21,735 New
SAM
130
SignalPoint Asset Management
Missouri
$531K -$42.8K -1,767 -8%
DWP
131
Destiny Wealth Partners
Florida
$509K
NWM
132
Northwest Wealth Management
Iowa
$509K +$3K +124 +0.6%
KAS
133
Kestra Advisory Services
Texas
$508K +$51.4K +2,121 +11%
LNC
134
Lincoln National Corp
Pennsylvania
$495K -$32.4K -1,337 -6%
CA
135
Cambridge Advisors
Nebraska
$492K +$182K +7,527 +60%
RIA
136
Regal Investment Advisors
Michigan
$485K +$481K +19,845 New
AWA
137
ARQ Wealth Advisors
Arizona
$464K +$24.8K +1,025 +6%
IWP
138
Icon Wealth Partners
Texas
$460K
AIM
139
Aspen Investment Management
Michigan
$441K +$2.42K +100 +0.6%
TLP
140
Trinity Legacy Partners
Texas
$438K +$3.03K +125 +0.7%
OIA
141
OneDigital Investment Advisors
Kansas
$430K +$161K +6,644 +61%
PWM
142
PBMares Wealth Management
Virginia
$422K +$17.4K +720 +4%
GFP
143
Gryphon Financial Partners
Ohio
$419K -$6.25K -258 -1%
CBFP
144
Cedar Brook Financial Partners
Ohio
$417K +$5.84K +241 +1%
DFA
145
DHJJ Financial Advisors
Illinois
$415K
STB
146
S&T Bank
Pennsylvania
$411K -$556K -22,926 -58%
CA
147
Claro Advisors
Massachusetts
$408K +$3.17K +131 +0.8%
EH
148
Equitable Holdings
New York
$404K
BFA
149
Beaumont Financial Advisors
Massachusetts
$392K +$20.6K +850 +6%
CW
150
CreativeOne Wealth
Kansas
$385K +$165K +6,805 +76%

EMLP Hedge Fund Activity: Q2 2021 in Review

234 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q2 2021, worth a combined $1.51B — up 12% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EMLP positions and 19 closed out — a net gain of 9 holders — while 101 added to existing stakes and 68 trimmed.

The largest buyer was Glenview Trust, adding an estimated $6.75M. The largest seller was MCF Advisors, cutting an estimated $6.35M.

  • 234 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q2 2021, up from 226 in Q1 2021.
  • Funds reported $1.51B of First Trust North American Energy Infrastructure Fund stock for Q2 2021, up 12% quarter-over-quarter.
  • 28 funds opened new First Trust North American Energy Infrastructure Fund positions in Q2 2021 and 19 closed out, a net change of +9 holders.
  • The largest First Trust North American Energy Infrastructure Fund buyer in Q2 2021 was Glenview Trust, an estimated $6.75M added.
  • The largest First Trust North American Energy Infrastructure Fund seller in Q2 2021 was MCF Advisors, an estimated $6.35M sold.

Based on aggregated 13F filings for Q2 2021.