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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 %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$543K 20,126 -93 -0.5%
WWM
152
Wagner Wealth Management
South Carolina
$526K 19,493 +114 +0.6%
SAM
153
SignalPoint Asset Management
Missouri
$518K 19,173 -76 -0.4%
EH
154
Equitable Holdings
New York
$514K 19,037 +21 +0.1%
RFWA
155
RPg Family Wealth Advisory
Massachusetts
$511K 18,918 +4,731 +33%
T
156
TRUADVICE
Florida
$498K 18,095 -675 -4%
SIA
157
Soltis Investment Advisors
Utah
$497K 18,396 +44 +0.2%
PWM
158
PBMares Wealth Management
Virginia
$494K 18,303 -845 -4%
GFP
159
Gryphon Financial Partners
Ohio
$482K 17,858 +193 +1%
BFA
160
Beacon Financial Advisory
Ohio
$479K 17,745 -108 -0.6%
KIA
161
KLR Investment Advisors
Rhode Island
$477K 17,682 +24 +0.1%
DWP
162
Destiny Wealth Partners
Florida
$465K 16,588 – –
CAL
163
Capital Analysts LLC
Pennsylvania
$460K 17,022 +525 +3%
MA
164
MCF Advisors
Kentucky
$457K 16,933 +64 +0.4%
DFA
165
DHJJ Financial Advisors
Illinois
$449K 16,626 -550 -3%
AIM
166
Aspen Investment Management
Michigan
$442K 16,380 -400 -2%
WE
167
Wealth Effects
Massachusetts
$441K 16,346 -1,542 -9%
SSWM
168
Sheets Smith Wealth Management
North Carolina
$435K 16,094 +20 +0.1%
LNC
169
Lincoln National Corp
Pennsylvania
$429K 15,907 -1,823 -10%
GM
170
GeoWealth Management
Illinois
$424K 15,701 -9,870 -39%
SCM
171
Sebold Capital Management
Illinois
$423K 15,662 +2 +0%
MOS
172
MGO One Seven
Ohio
$417K 15,434 – –
CBFP
173
Cedar Brook Financial Partners
Ohio
$412K 15,277 +131 +0.9%
AWM
174
Apollon Wealth Management
South Carolina
$401K 14,862 -20,185 -58%
BFA
175
Beaumont Financial Advisors
Massachusetts
$400K 14,824 – –
5 6
7
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