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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

281 hedge funds and large institutions have $1.82B invested in First Trust North American Energy Infrastructure Fund in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 98 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+10
Holders Change %
+3.69%
% of All Funds
4.86%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
27
Increased
100
Reduced
98
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$17.5M
2
CIA
2
Capital Investment Advisors
Georgia
$75.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$371M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$133M
5
TA
5
Tiedemann Advisors
New York
$128M

Top Sellers

1
PWPCM
1
Perella Weinberg Partners Capital Management
New York
$109M
2
Bank of America
2
Bank of America
North Carolina
$63M
3
CAM
3
Cresset Asset Management
Illinois
$73.2M
4
Stifel Financial
4
Stifel Financial
Missouri
$13.8M
5
Wells Fargo
5
Wells Fargo
California
$55.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
126
Icon Wealth Advisors
Texas
$805K +$805K +32,360 New
NA
127
NewEdge Advisors
Louisiana
$803K +$31.3K +1,258 +4%
WIP
128
WealthCare Investment Partners
Rhode Island
$796K +$514K +20,649 +182%
KIA
129
Kraematon Investment Advisors
Massachusetts
$782K +$4.11K +165 +0.5%
CCA
130
Cottonwood Capital Advisors
Utah
$777K +$35.9K +1,445 +5%
MSFS
131
Main Street Financial Solutions
Pennsylvania
$769K – – –
RIA
132
Regal Investment Advisors
Michigan
$751K +$224K +9,025 +43%
IGWM
133
ICA Group Wealth Management
Colorado
$707K – – –
IA
134
IFP Advisors
Florida
$703K +$15.8K +740 +2%
AWM
135
Axxcess Wealth Management
California
$694K -$2.51M -100,910 -78%
Northern Trust
136
Northern Trust
Illinois
$666K -$2.14K -86 -0.3%
CCIA
137
Cherry Creek Investment Advisors
Colorado
$645K +$5.2K +209 +0.8%
SWA
138
Stratos Wealth Advisors
Ohio
$636K -$769K -30,893 -55%
PFO
139
Pathstone Family Office
New Jersey
$622K +$311K +12,500 +100%
VWA
140
Visionary Wealth Advisors
Illinois
$614K +$3.11K +125 +0.5%
OCM
141
Objective Capital Management
Ohio
$606K +$323 +13 +0.1%
NCM
142
Next Capital Management
New York
$601K -$622 -25 -0.1%
SI
143
Stephens Inc
Arkansas
$589K +$473 +19 +0.1%
AWA
144
ARQ Wealth Advisors
Arizona
$579K +$73.4K +2,949 +15%
PO
145
Private Ocean
California
$551K +$98K +3,942 +22%
MFG
146
Magnus Financial Group
New York
$549K +$11.5K +462 +2%
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$541K -$173K -6,937 -24%
SPIA
148
Steward Partners Investment Advisory
New York
$538K -$4.48K -180 -0.8%
BFA
149
Beacon Financial Advisory
Ohio
$534K +$3.71K +149 +0.7%
PWM
150
PBMares Wealth Management
Virginia
$530K -$7.89K -317 -1%
4 5
6
7 8