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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

281 hedge funds and large institutions have $1.79B invested in First Trust North American Energy Infrastructure Fund in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 90 increasing their positions, 125 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
-9
Holders Change %
-3.1%
% of All Funds
4.48%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
16
Increased
90
Reduced
125
Closed
25
Calls
$235K
Puts
–
Net Calls
+$235K
Net Calls Change
+$525K

Top Buyers

1
CWM
1
Comprehensive Wealth Management
Washington
$33M
2
Jane Street
2
Jane Street
New York
$10.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$60.7M
4
Comerica Bank
4
Comerica Bank
Texas
$4.94M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.76M

Top Sellers

1
FA
1
FDx Advisors
Illinois
$0
2
AAS
2
Avantax Advisory Services
Texas
$8.54M
3
CA
3
Crumly & Associates
Illinois
$5.65M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$3.68M
5
RVPG
5
Relative Value Partners Group
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFWA
151
RPg Family Wealth Advisory
Massachusetts
$525K +$25.5K +964 +5%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$513K -$18.8K -710 -4%
SAM
153
SignalPoint Asset Management
Missouri
$507K – – –
EH
154
Equitable Holdings
New York
$503K -$264 -10 -0.1%
SIA
155
Soltis Investment Advisors
Utah
$487K +$1.37K +52 +0.3%
PWM
156
PBMares Wealth Management
Virginia
$482K -$1.4K -53 -0.3%
SCM
157
Sebold Capital Management
Illinois
$482K +$68K +2,572 +16%
GFP
158
Gryphon Financial Partners
Ohio
$477K +$4.97K +188 +1%
BFA
159
Beacon Financial Advisory
Ohio
$473K +$3.88K +147 +0.8%
KIA
160
KLR Investment Advisors
Rhode Island
$457K -$13.5K -508 -3%
MA
161
MCF Advisors
Kentucky
$446K -$1.72K -65 -0.4%
DWP
162
Destiny Wealth Partners
Florida
$438K – – –
CAL
163
Capital Analysts LLC
Pennsylvania
$437K -$12.6K -476 -3%
WE
164
Wealth Effects
Massachusetts
$433K +$1.56K +59 +0.4%
SSWM
165
Sheets Smith Wealth Management
North Carolina
$426K +$581 +22 +0.1%
CAM
166
Cozad Asset Management
Illinois
$409K +$24K +909 +6%
AIM
167
Aspen Investment Management
Michigan
$403K -$29.3K -1,110 -7%
CBFP
168
Cedar Brook Financial Partners
Ohio
$398K -$5.95K -225 -1%
LNC
169
Lincoln National Corp
Pennsylvania
$392K -$28.1K -1,065 -7%
DFA
170
DHJJ Financial Advisors
Illinois
$392K -$47.6K -1,800 -11%
PGWM
171
Pitti Group Wealth Management
New York
$379K +$14.2K +539 +4%
MPCG
172
Matrix Private Capital Group
New York
$359K -$6.02K -228 -2%
IA
173
IFG Advisory
Georgia
$358K +$1.64K +62 +0.5%
EWM
174
Endowment Wealth Management
Wisconsin
$355K -$20.8K -788 -6%
SAG
175
SageView Advisory Group
California
$342K – – –
5 6
7
8 9