EMLP icon

First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

300 hedge funds and large institutions have $1.93B invested in First Trust North American Energy Infrastructure Fund in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 102 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+19
Holders Change %
+6.76%
% of All Funds
4.84%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
44
Increased
110
Reduced
102
Closed
20
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
+$1.08M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$414M
2
TA
Tiedemann Advisors
New York
$145M
3
UBS Group
UBS Group
Switzerland
$54.3M
4
LPL Financial
LPL Financial
California
$46.7M
5
Wells Fargo
Wells Fargo
California
$64.3M

Top Sellers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
$64.4M
2
Bank of America
Bank of America
North Carolina
$60.3M
3
CA
Crumly & Associates
Illinois
$9.93M
4
WIM
WealthPlan Investment Management
Nebraska
$0
5
FA
FDx Advisors
Illinois
$4.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCIG
126
Quad-Cities Investment Group
Iowa
$845K -$31.9K -1,194 -4%
KIA
127
Kraematon Investment Advisors
Massachusetts
$843K +$3.66K +137 +0.4%
CCA
128
Cottonwood Capital Advisors
Utah
$830K -$3.42K -128 -0.4%
MFG
129
Magnus Financial Group
New York
$819K +$231K +8,650 +39%
RIA
130
Regal Investment Advisors
Michigan
$806K +$534 +20 +0.1%
GM
131
GeoWealth Management
Illinois
$799K -$105K -3,943 -12%
MSFS
132
Main Street Financial Solutions
Pennsylvania
$798K -$26.7K -1,000 -3%
AC
133
Apella Capital
Connecticut
$795K -$111K -4,145 -12%
AFM
134
Andesa Financial Management
Pennsylvania
$773K -$773K -28,952 -50%
AP
135
Americana Partners
Texas
$765K -$190K -7,106 -20%
CA
136
Continuum Advisory
Idaho
$760K +$220K +8,259 +41%
HI
137
Harbour Investments
Wisconsin
$758K +$592K +22,174 +356%
AWM
138
Axxcess Wealth Management
California
$745K – – –
IGWM
139
ICA Group Wealth Management
Colorado
$713K -$45.7K -1,714 -6%
CCIA
140
Cherry Creek Investment Advisors
Colorado
$704K +$11.7K +439 +2%
AWA
141
ARQ Wealth Advisors
Arizona
$695K +$74K +2,771 +12%
NRC
142
New Republic Capital
North Carolina
$671K +$671K +25,123 New
FAIM
143
Financial Advocates Investment Management
Washington
$659K -$422K -15,820 -39%
VWA
144
Visionary Wealth Advisors
Illinois
$650K -$8K -300 -1%
OCM
145
Objective Capital Management
Ohio
$638K -$12.8K -478 -2%
IA
146
IFP Advisors
Florida
$636K -$63.3K -2,977 -9%
SI
147
Stephens Inc
Arkansas
$632K +$400 +15 +0.1%
SWA
148
Stratos Wealth Advisors
Ohio
$608K -$74K -2,772 -11%
SPIA
149
Steward Partners Investment Advisory
New York
$604K +$26.7K +1,000 +5%
CA
150
Claro Advisors
Massachusetts
$581K +$138K +5,159 +31%
4 5
6
7 8