EMLP icon

First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

284 hedge funds and large institutions have $1.85B invested in First Trust North American Energy Infrastructure Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 106 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-16
Holders Change %
-5.33%
% of All Funds
4.55%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
17
Increased
106
Reduced
113
Closed
26
Calls
$27K
Puts
–
Net Calls
+$27K
Net Calls Change
-$1.06M

Top Buyers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
$103M
2
Morgan Stanley
Morgan Stanley
New York
$424M
3
Corient Private Wealth
Corient Private Wealth
Florida
$4.06M
4
OMC
Old Mission Capital
Illinois
$5.81M
5
CIA
Capital Investment Advisors
Georgia
$88M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$61.8M
2
TA
Tiedemann Advisors
New York
$123M
3
Bank of America
Bank of America
North Carolina
$53.4M
4
AWE
Avidian Wealth Enterprises
Texas
$327K
5
Stifel Financial
Stifel Financial
Missouri
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
126
Magnus Financial Group
New York
$818K +$293 +11 +0%
HI
127
Harbour Investments
Wisconsin
$815K +$58.6K +2,200 +8%
QCIG
128
Quad-Cities Investment Group
Iowa
$802K -$41.5K -1,560 -5%
RIA
129
Regal Investment Advisors
Michigan
$801K -$3.97K -149 -0.5%
PO
130
Private Ocean
California
$799K -$198K -7,449 -20%
OWM
131
OneAscent Wealth Management
Alabama
$769K +$769K +28,883 New
MSFS
132
Main Street Financial Solutions
Pennsylvania
$762K -$34.6K -1,300 -4%
SWA
133
Stratos Wealth Advisors
Ohio
$753K +$146K +5,491 +24%
CCIA
134
Cherry Creek Investment Advisors
Colorado
$710K +$7.99K +300 +1%
NA
135
NewEdge Advisors
Louisiana
$706K +$639 +24 +0.1%
AFM
136
Andesa Financial Management
Pennsylvania
$683K +$277K +19,752 +68%
GM
137
GeoWealth Management
Illinois
$681K -$116K -4,344 -15%
NRC
138
New Republic Capital
North Carolina
$673K +$3.52K +132 +0.5%
OCM
139
Objective Capital Management
Ohio
$670K +$33.3K +1,250 +5%
IGWM
140
ICA Group Wealth Management
Colorado
$659K -$52.6K -1,974 -7%
SFG
141
StrategIQ Financial Group
Indiana
$657K +$207K +7,760 +46%
CA
142
Claro Advisors
Massachusetts
$656K +$76.2K +2,863 +13%
VWA
143
Visionary Wealth Advisors
Illinois
$649K – – –
Renaissance Technologies
144
Renaissance Technologies
New York
$636K +$636K +23,900 New
SI
145
Stephens Inc
Arkansas
$632K +$639 +24 +0.1%
SPIA
146
Steward Partners Investment Advisory
New York
$630K +$27.6K +1,035 +5%
1IA
147
1834 Investment Advisors
Wisconsin
$584K -$307K -11,511 -34%
AWA
148
Arkadios Wealth Advisors
Georgia
$574K -$1.84K -69 -0.3%
IA
149
IFP Advisors
Florida
$557K -$78.9K -3,713 -12%
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$538K +$32K +1,200 +6%
4 5
6
7 8