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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

271 hedge funds and large institutions have $1.85B invested in First Trust North American Energy Infrastructure Fund in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 96 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
–
Holders Change %
0%
% of All Funds
4.58%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.24%
New
25
Increased
98
Reduced
96
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWPCM
1
Perella Weinberg Partners Capital Management
New York
$122M
2
TA
2
Tiedemann Advisors
New York
$127M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$131M
4
WANY
4
Wealthspire Advisors (New York)
New York
$49.9M
5
UBS Group
5
UBS Group
Switzerland
$43.8M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$8.88M
2
Bank of America
2
Bank of America
North Carolina
$73.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$376M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$303K
5
RJA
5
Raymond James & Associates
Florida
$7.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCCP
176
Mission Creek Capital Partners
California
$356K +$1.16K +45 +0.3%
CA
177
Continuum Advisory
Idaho
$339K +$339K +13,155 New
BA
178
Ballew Advisors
Mississippi
$338K -$1.7K -67 -0.5%
CRWM
179
Castle Rock Wealth Management
California
$329K – – –
CWM
180
Castle Wealth Management
Florida
$323K +$323K +12,532 New
PFO
181
Pathstone Family Office
New Jersey
$322K – – –
IWC
182
Integrated Wealth Concepts
Massachusetts
$314K -$68.2K -2,654 -18%
BWG
183
Beta Wealth Group
California
$306K -$18.7K -726 -6%
PFGIA
184
Patriot Financial Group Insurance Agency
Massachusetts
$306K – – –
MWM
185
Maripau Wealth Management
Indiana
$305K -$2.86K -103 -0.9%
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$303K -$7.44M -289,316 -96%
IF
187
Integrity Financial
Wyoming
$299K – – –
PGWM
188
Pitti Group Wealth Management
New York
$298K -$14K -543 -4%
WIP
189
WealthCare Investment Partners
Rhode Island
$292K +$292K +11,330 New
MIM
190
MTM Investment Management
South Carolina
$289K -$5.48K -210 -2%
WPC
191
Wedmont Private Capital
Pennsylvania
$285K – – –
DAM
192
Derbend Asset Management
Georgia
$283K -$68.3K -2,654 -19%
TC
193
Telemus Capital
Michigan
$283K -$6.84K -266 -2%
Financial Engines Advisors
194
Financial Engines Advisors
California
$282K – – –
HAC
195
Harbor Advisory Corp
New Hampshire
$276K – – –
LMKC
196
L.M. Kohn & Company
Ohio
$276K – – –
ASN
197
Advisory Services Network
Georgia
$272K +$272K +10,556 New
MIAN
198
Mariner Independent Advisor Network
Kansas
$265K +$51 +2 +0%
WWM
199
Wagner Wealth Management
South Carolina
$258K +$12.3K +478 +5%
AAP
200
Arax Advisory Partners
Colorado
$256K +$55.5K +2,156 +28%
6 7
8
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