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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

337 hedge funds and large institutions have $2.27B invested in First Trust North American Energy Infrastructure Fund in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 103 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+26
Holders Change %
+8.36%
% of All Funds
4.49%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
51
Increased
140
Reduced
103
Closed
17
Calls
$64K
Puts
–
Net Calls
+$64K
Net Calls Change
+$48K

Top Buyers

1
MWM
Modern Wealth Management
Kansas
$18.7M
2
OPAM
Ocean Park Asset Management
California
$17.6M
3
CAM
Cresset Asset Management
Illinois
$76.7M
4
IAA
Independent Advisor Alliance
North Carolina
$2.7M
5
CIA
Capital Investment Advisors
Georgia
$130M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$227K
2
AG
AlTi Global
New York
$117M
3
UB
UMB Bank
Missouri
$12.2M
4
CWM
Comprehensive Wealth Management
Washington
$41.5M
5
BRWA
B. Riley Wealth Advisors
Florida
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
126
Stratos Wealth Advisors
Ohio
$996K +$3.21K +90 +0.3%
CCIA
127
Cherry Creek Investment Advisors
Colorado
$991K -$3.6K -101 -0.4%
IRC
128
Investors Research Corp
Georgia
$989K -$10.7K -301 -1%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$984K -$4.81K -135 -0.5%
FWP
130
FAS Wealth Partners
Kansas
$964K +$105K +2,952 +12%
Bessemer Group
131
Bessemer Group
New Jersey
$955K +$948K +26,578 +12,778%
MFG
132
Magnus Financial Group
New York
$945K +$1.21K +34 +0.1%
Truist Financial
133
Truist Financial
North Carolina
$930K -$11.4K -319 -1%
HI
134
Harbour Investments
Wisconsin
$921K +$130K +3,656 +16%
TF
135
Tandem Financial
Colorado
$910K +$910K +25,538 New
KIA
136
Kraematon Investment Advisors
Massachusetts
$905K -$22.6K -634 -2%
AWM
137
Aprio Wealth Management
Georgia
$895K +$3.49K +98 +0.4%
QCIG
138
Quad-Cities Investment Group
Iowa
$885K -$178 -5 -0%
TWM
139
TCFG Wealth Management
California
$866K +$19.4K +544 +2%
WPC
140
Wedmont Private Capital
Pennsylvania
$864K +$431K +12,039 +100%
P
141
&Partners
Tennessee
$863K +$505K +13,999 +141%
CCM
142
Colorado Capital Management
Colorado
$852K -$234K -6,552 -22%
AC
143
Apella Capital
Connecticut
$831K +$2.82K +79 +0.3%
SPIA
144
Steward Partners Investment Advisory
New York
$821K +$2.57K +72 +0.3%
OCM
145
Objective Capital Management
Ohio
$803K -$53.3K -1,496 -6%
BBL
146
Beck Bode LLC
Massachusetts
$797K -$317K -8,893 -28%
KA
147
Kovack Advisors
Florida
$791K +$535 +15 +0.1%
WEG
148
World Equity Group
Illinois
$779K +$779K +21,849 New
SEA
149
Stegent Equity Advisors
Texas
$754K +$3.39K +95 +0.5%
GSC
150
G&S Capital
Colorado
$747K +$57.5K +1,613 +8%
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