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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 %
NWM
151
Northwest Wealth Management
Iowa
$537K -$14.3K -536 -3%
FHC
152
First Heartland Consultants
Missouri
$534K -$26.5K -995 -5%
GSC
153
G&S Capital
Colorado
$532K -$29.2K -1,097 -5%
WWM
154
Wagner Wealth Management
South Carolina
$516K +$2.4K +90 +0.5%
SAM
155
SignalPoint Asset Management
Missouri
$513K -$5.6K -210 -1%
PWM
156
PBMares Wealth Management
Virginia
$510K -$399 -15 -0.1%
T
157
TRUADVICE
Florida
$509K +$309K +11,377 +154%
EH
158
Equitable Holdings
New York
$506K +$41.8K +1,568 +9%
SIA
159
Soltis Investment Advisors
Utah
$489K -$59.8K -2,246 -11%
IA
160
IFG Advisory
Georgia
$481K -$29.4K -1,103 -6%
WE
161
Wealth Effects
Massachusetts
$476K -$23.7K -891 -5%
BFA
162
Beacon Financial Advisory
Ohio
$475K +$3.81K +143 +0.8%
LNC
163
Lincoln National Corp
Pennsylvania
$472K -$746 -28 -0.2%
GFP
164
Gryphon Financial Partners
Ohio
$470K +$4.77K +179 +1%
KIA
165
KLR Investment Advisors
Rhode Island
$470K +$24.2K +909 +5%
DFA
166
DHJJ Financial Advisors
Illinois
$457K -$772 -29 -0.2%
MA
167
MCF Advisors
Kentucky
$449K +$1.33K +50 +0.3%
AIM
168
Aspen Investment Management
Michigan
$447K -$26.4K -990 -6%
DWP
169
Destiny Wealth Partners
Florida
$442K -$2.16K -81 -0.5%
CAL
170
Capital Analysts LLC
Pennsylvania
$439K +$116K +4,374 +36%
HW
171
Hancock Whitney
Mississippi
$434K -$1.34M -50,307 -76%
SSWM
172
Sheets Smith Wealth Management
North Carolina
$428K +$399 +15 +0.1%
SCM
173
Sebold Capital Management
Illinois
$417K +$12.3K +460 +3%
MOS
174
MGO One Seven
Ohio
$411K -$53 -2 -0%
PWA
175
Peterson Wealth Advisors
Utah
$411K -$13.9K -522 -3%
5 6
7
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