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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

290 hedge funds and large institutions have $1.83B invested in First Trust North American Energy Infrastructure Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 88 increasing their positions, 129 reducing their positions, and 13 closing their positions.

Holders
290
Holders Change
+6
Holders Change %
+2.11%
% of All Funds
4.57%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
23
Increased
88
Reduced
129
Closed
13
Calls
$30K
Puts
$320K
Net Calls
-$290K
Net Calls Change
-$317K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$444M
2
DCM
2
Disciplina Capital Management
Tennessee
$20.5M
3
KAS
3
Kestra Advisory Services
Texas
$5.22M
4
CAM
4
Concorde Asset Management
Michigan
$2.9M
5
FA
5
FDx Advisors
Illinois
$6.87M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$110M
2
CAM
2
Cresset Asset Management
Illinois
$59.6M
3
Wells Fargo
3
Wells Fargo
California
$59.7M
4
Bank of America
4
Bank of America
North Carolina
$46.9M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$6.69M
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
126
Cottonwood Capital Advisors
Utah
$828K 30,661 -227 -0.7%
HI
127
Harbour Investments
Wisconsin
$824K 30,501 -98 -0.3%
CA
128
Cambridge Advisors
Nebraska
$813K 30,126 -3,641 -11%
QCIG
129
Quad-Cities Investment Group
Iowa
$812K 30,091 -11 -0%
MFG
130
Magnus Financial Group
New York
$805K 29,809 -902 -3%
SFG
131
StrategIQ Financial Group
Indiana
$794K 29,423 +4,750 +19%
WI
132
Wintrust Investments
Illinois
$793K 29,362 -4,850 -14%
AC
133
Apella Capital
Connecticut
$788K 29,195 +29,195 New
Truist Financial
134
Truist Financial
North Carolina
$773K 28,644 -7,438 -21%
MSFS
135
Main Street Financial Solutions
Pennsylvania
$754K 27,928 -670 -2%
NA
136
NewEdge Advisors
Louisiana
$724K 26,801 +305 +1%
FHC
137
First Heartland Consultants
Missouri
$710K 26,301 +6,231 +31%
CCIA
138
Cherry Creek Investment Advisors
Colorado
$691K 25,590 -1,085 -4%
CA
139
Claro Advisors
Massachusetts
$687K 25,440 +824 +3%
NRC
140
New Republic Capital
North Carolina
$687K 25,429 +174 +0.7%
IGWM
141
ICA Group Wealth Management
Colorado
$676K 25,046 +315 +1%
VWA
142
Visionary Wealth Advisors
Illinois
$651K 24,118 -250 -1%
OWM
143
OneAscent Wealth Management
Alabama
$651K 24,099 -4,784 -17%
OCM
144
Objective Capital Management
Ohio
$648K 24,011 -1,135 -5%
SI
145
Stephens Inc
Arkansas
$637K 23,602 -113 -0.5%
SWA
146
Stratos Wealth Advisors
Ohio
$602K 22,282 -5,998 -21%
SPIA
147
Steward Partners Investment Advisory
New York
$586K 21,687 -1,976 -8%
AWA
148
Arkadios Wealth Advisors
Georgia
$556K 20,581 -987 -5%
GSC
149
G&S Capital
Colorado
$550K 20,364 +399 +2%
NWM
150
Northwest Wealth Management
Iowa
$546K 20,208 +58 +0.3%
4 5
6
7 8