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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

337 hedge funds and large institutions have $2.27B invested in First Trust North American Energy Infrastructure Fund in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 103 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+26
Holders Change %
+8.36%
% of All Funds
4.49%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
51
Increased
140
Reduced
103
Closed
17
Calls
$64K
Puts
–
Net Calls
+$64K
Net Calls Change
+$48K

Top Buyers

1
MWM
Modern Wealth Management
Kansas
$18.7M
2
OPAM
Ocean Park Asset Management
California
$17.6M
3
CAM
Cresset Asset Management
Illinois
$76.7M
4
IAA
Independent Advisor Alliance
North Carolina
$2.7M
5
CIA
Capital Investment Advisors
Georgia
$130M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$227K
2
AG
AlTi Global
New York
$117M
3
UB
UMB Bank
Missouri
$12.2M
4
CWM
Comprehensive Wealth Management
Washington
$41.5M
5
BRWA
B. Riley Wealth Advisors
Florida
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
151
Arkadios Wealth Advisors
Georgia
$746K +$7.09K +199 +1%
CAM
152
Cozad Asset Management
Illinois
$731K +$126K +3,537 +21%
SA
153
Sovran Advisors
California
$717K +$717K +19,626 New
EH
154
Equitable Holdings
New York
$710K – – –
VWA
155
Visionary Wealth Advisors
Illinois
$709K -$3.85K -108 -0.5%
FPAS
156
Focus Partners Advisor Solutions
Missouri
$703K +$1.46K +41 +0.2%
NWM
157
Northwest Wealth Management
Iowa
$700K +$1.5K +42 +0.2%
MSFS
158
Main Street Financial Solutions
Pennsylvania
$696K -$34.4K -964 -5%
NCM
159
Next Capital Management
New York
$690K – – –
Pathstone Holdings
160
Pathstone Holdings
New Jersey
$674K -$32.1K -900 -5%
GFP
161
Gryphon Financial Partners
Ohio
$672K +$5.03K +141 +0.8%
CA
162
Claro Advisors
Massachusetts
$661K +$4.74K +133 +0.7%
MCA
163
Magnolia Capital Advisors
Mississippi
$658K +$13.2K +370 +2%
KFGK
164
Keystone Financial Group (Kentucky)
Kentucky
$656K -$2.21K -62 -0.3%
MC
165
Moors & Cabot
Massachusetts
$647K +$113K +3,166 +21%
SAM
166
SignalPoint Asset Management
Missouri
$643K -$71 -2 -0%
AP
167
Americana Partners
Texas
$638K +$2.92K +82 +0.5%
SI
168
Stephens Inc
Arkansas
$636K -$113K -3,166 -15%
GWP
169
Gateway Wealth Partners
Wisconsin
$628K +$41.7K +1,170 +7%
WCM
170
Winebrenner Capital Management
Kentucky
$626K +$626K +17,555 New
PWM
171
PBMares Wealth Management
Virginia
$625K -$16.6K -465 -3%
MA
172
MCF Advisors
Kentucky
$614K +$1.78K +50 +0.3%
AI
173
Atria Investments
North Carolina
$613K -$139K -3,887 -18%
IAN
174
Integrated Advisors Network
Texas
$595K – – –
DWP
175
Destiny Wealth Partners
Florida
$591K – – –
5 6
7
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