EMLP icon

First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

290 hedge funds and large institutions have $1.81B invested in First Trust North American Energy Infrastructure Fund in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
4.2%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
30
Increased
105
Reduced
115
Closed
17
Calls
$532K
Puts
–
Net Calls
+$532K
Net Calls Change
+$266K

Top Buyers

1
JIP
1
Jaffetilchin Investment Partners
Florida
$21M
2
Jane Street
2
Jane Street
New York
$9.29M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.41M
4
CIA
4
Capital Investment Advisors
Georgia
$103M
5
GT
5
Glenview Trust
Kentucky
$72.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$464M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$6.13M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$43M
4
UBS Group
4
UBS Group
Switzerland
$39.9M
5
AG
5
AlTi Global
New York
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
151
Americana Partners
Texas
$561K +$4.61K +156 +0.8%
KFGK
152
Keystone Financial Group (Kentucky)
Kentucky
$557K +$308K +10,422 +123%
GFP
153
Gryphon Financial Partners
Ohio
$542K +$46.2K +1,563 +9%
PWM
154
PBMares Wealth Management
Virginia
$538K +$3.01K +102 +0.6%
SAM
155
SignalPoint Asset Management
Missouri
$537K -$591 -20 -0.1%
AWM
156
Avior Wealth Management
Nebraska
$520K +$506K +17,127 +3,446%
IAN
157
Integrated Advisors Network
Texas
$512K +$5.11K +173 +1%
WI
158
Wintrust Investments
Illinois
$504K -$136K -4,605 -21%
MA
159
MCF Advisors
Kentucky
$504K +$3.37K +114 +0.7%
DWP
160
Destiny Wealth Partners
Florida
$490K – – –
ACP
161
Aveo Capital Partners
Colorado
$472K +$472K +15,828 New
CAM
162
Cozad Asset Management
Illinois
$469K +$443 +15 +0.1%
FWP
163
FAS Wealth Partners
Kansas
$468K +$4.19K +142 +0.9%
WE
164
Wealth Effects
Massachusetts
$458K -$20.4K -692 -4%
CBFP
165
Cedar Brook Financial Partners
Ohio
$456K +$3.51K +119 +0.8%
SSWM
166
Sheets Smith Wealth Management
North Carolina
$451K -$25.5K -863 -5%
AIM
167
Aspen Investment Management
Michigan
$451K – – –
DFA
168
DHJJ Financial Advisors
Illinois
$438K – – –
WC
169
Waterloo Capital
Texas
$434K -$140K -4,740 -24%
KIA
170
KLR Investment Advisors
Rhode Island
$433K -$58.6K -1,994 -12%
CAL
171
Capital Analysts LLC
Pennsylvania
$429K +$48.4K +1,641 +13%
LNC
172
Lincoln National Corp
Pennsylvania
$416K -$22.3K -756 -5%
SIA
173
Soltis Investment Advisors
Utah
$415K +$1.45K +49 +0.3%
MPCG
174
Matrix Private Capital Group
New York
$401K – – –
BFA
175
Beaumont Financial Advisors
Massachusetts
$389K +$7.59K +257 +2%
5 6
7
8 9