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 %
AWA
151
Arkadios Wealth Advisors
Georgia
$577K +$577K +21,637 New
FHC
152
First Heartland Consultants
Missouri
$562K -$176K -6,610 -24%
GSC
153
G&S Capital
Colorado
$562K +$562K +21,062 New
NWM
154
Northwest Wealth Management
Iowa
$552K +$1.09K +41 +0.2%
SIA
155
Soltis Investment Advisors
Utah
$550K – – –
SAM
156
SignalPoint Asset Management
Missouri
$519K +$3.81K +143 +0.7%
Northern Trust
157
Northern Trust
Illinois
$518K -$196K -7,362 -27%
NA
158
NewEdge Advisors
Louisiana
$517K -$113K -5,787 -18%
WWM
159
Wagner Wealth Management
South Carolina
$515K +$207K +7,740 +67%
PWM
160
PBMares Wealth Management
Virginia
$511K -$56.6K -2,120 -10%
IA
161
IFG Advisory
Georgia
$511K +$16K +600 +3%
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$508K +$76.5K +2,865 +18%
WE
163
Wealth Effects
Massachusetts
$501K +$160 +6 +0%
Mercer Global Advisors
164
Mercer Global Advisors
Colorado
$474K -$105K -3,955 -18%
AIM
165
Aspen Investment Management
Michigan
$474K -$10.7K -400 -2%
LNC
166
Lincoln National Corp
Pennsylvania
$474K -$2.03K -76 -0.4%
BFA
167
Beacon Financial Advisory
Ohio
$473K -$99.9K -3,743 -17%
GFP
168
Gryphon Financial Partners
Ohio
$467K +$3.63K +136 +0.8%
EH
169
Equitable Holdings
New York
$466K +$13.8K +518 +3%
DFA
170
DHJJ Financial Advisors
Illinois
$459K -$66.7K -2,500 -13%
SFG
171
StrategIQ Financial Group
Indiana
$451K – – –
MA
172
MCF Advisors
Kentucky
$449K +$2.88K +108 +0.6%
KIA
173
KLR Investment Advisors
Rhode Island
$447K +$447K +16,749 New
DWP
174
Destiny Wealth Partners
Florida
$445K – – –
SSWM
175
Sheets Smith Wealth Management
North Carolina
$429K +$2.7K +101 +0.6%
5 6
7
8 9