EMLP icon

First Trust North American Energy Infrastructure Fund

300 hedge funds and large institutions have $1.87B invested in First Trust North American Energy Infrastructure Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 120 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+10
Holders Change %
+3.45%
% of All Funds
4.36%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
28
Increased
100
Reduced
120
Closed
11
Calls
$168K
Puts
Net Calls
+$168K
Net Calls Change
-$364K
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
151
SignalPoint Asset Management
Missouri
$550K -$3.81K -125 -0.7%
PWM
152
PBMares Wealth Management
Virginia
$549K -$5.82K -191 -1%
FWP
153
FAS Wealth Partners
Kansas
$543K +$60.3K +1,980 +13%
MA
154
MCF Advisors
Kentucky
$521K +$2.04K +67 +0.4%
IAN
155
Integrated Advisors Network
Texas
$515K -$13.7K -450 -3%
RJT
156
Raymond James Trust
Florida
$507K -$105K -3,463 -17%
DWP
157
Destiny Wealth Partners
Florida
$505K
CAL
158
Capital Analysts LLC
Pennsylvania
$488K +$45K +1,478 +10%
CAM
159
Cozad Asset Management
Illinois
$484K +$274 +9 +0.1%
GWP
160
Gateway Wealth Partners
Wisconsin
$475K +$475K +15,592 New
WE
161
Wealth Effects
Massachusetts
$470K -$2.8K -92 -0.6%
AIM
162
Aspen Investment Management
Michigan
$465K
DFA
163
DHJJ Financial Advisors
Illinois
$446K -$5.48K -180 -1%
SSWM
164
Sheets Smith Wealth Management
North Carolina
$435K -$29.8K -978 -6%
MPCG
165
Matrix Private Capital Group
New York
$414K
SIA
166
Soltis Investment Advisors
Utah
$409K -$19K -625 -4%
BFA
167
Beaumont Financial Advisors
Massachusetts
$401K
WI
168
Wintrust Investments
Illinois
$401K -$119K -3,900 -23%
CL
169
Choreo LLC
Illinois
$395K +$395K +12,989 New
OC
170
Oppenheimer & Co
New York
$383K +$126K +4,144 +49%
Pathstone Holdings
171
Pathstone Holdings
New Jersey
$381K +$381K +12,500 New
WPC
172
Wedmont Private Capital
Pennsylvania
$374K +$3.78K +121 +1%
Lido Advisors
173
Lido Advisors
California
$373K +$15.4K +507 +4%
RFWA
174
RPg Family Wealth Advisory
Massachusetts
$364K -$3.72K -122 -1%
CRWM
175
Castle Rock Wealth Management
California
$361K