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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

271 hedge funds and large institutions have $1.85B invested in First Trust North American Energy Infrastructure Fund in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 96 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
–
Holders Change %
0%
% of All Funds
4.58%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.24%
New
25
Increased
98
Reduced
96
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWPCM
1
Perella Weinberg Partners Capital Management
New York
$122M
2
TA
2
Tiedemann Advisors
New York
$127M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$131M
4
WANY
4
Wealthspire Advisors (New York)
New York
$49.9M
5
UBS Group
5
UBS Group
Switzerland
$43.8M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$8.88M
2
Bank of America
2
Bank of America
North Carolina
$73.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$376M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$303K
5
RJA
5
Raymond James & Associates
Florida
$7.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFM
126
Andesa Financial Management
Pennsylvania
$719K -$148K -5,741 -17%
Northern Trust
127
Northern Trust
Illinois
$692K +$692K +26,862 New
GM
128
GeoWealth Management
Illinois
$685K +$102K +3,945 +17%
IA
129
IFP Advisors
Florida
$684K – – –
CCIA
130
Cherry Creek Investment Advisors
Colorado
$662K +$5.97K +232 +0.9%
PWA
131
Peterson Wealth Advisors
Utah
$641K -$147K -5,730 -19%
VWA
132
Visionary Wealth Advisors
Illinois
$632K +$51.5K +2,000 +9%
OCM
133
Objective Capital Management
Ohio
$627K +$257 +10 +0%
NCM
134
Next Capital Management
New York
$622K -$5.48K -213 -0.9%
SI
135
Stephens Inc
Arkansas
$609K +$412 +16 +0.1%
OPS
136
Orion Portfolio Solutions
Nebraska
$609K +$609K +23,653 New
MPWT
137
MassMutual Private Wealth & Trust
Connecticut
$575K -$257K -9,989 -31%
SPIA
138
Steward Partners Investment Advisory
New York
$561K -$5.66K -220 -1%
PWM
139
PBMares Wealth Management
Virginia
$556K -$12K -465 -2%
MA
140
MCF Advisors
Kentucky
$556K +$309 +12 +0.1%
MFG
141
Magnus Financial Group
New York
$556K +$111K +4,329 +25%
UCFA
142
United Capital Financial Advisors
Texas
$554K -$129 -5 -0%
BFA
143
Beacon Financial Advisory
Ohio
$548K +$1.98K +77 +0.4%
NWM
144
Northwest Wealth Management
Iowa
$547K -$15.8K -612 -3%
RIA
145
Regal Investment Advisors
Michigan
$545K +$26.2K +1,019 +5%
SCA
146
Spearhead Capital Advisors
Florida
$542K -$167K -6,479 -24%
SIA
147
Soltis Investment Advisors
Utah
$526K +$254K +9,862 +93%
AWA
148
ARQ Wealth Advisors
Arizona
$523K -$47.9K -1,862 -8%
IA
149
Insight Advisors
Pennsylvania
$509K +$509K +18,705 New
DFA
150
DHJJ Financial Advisors
Illinois
$504K +$95.1K +3,690 +23%
4 5
6
7 8