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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

300 hedge funds and large institutions have $1.93B invested in First Trust North American Energy Infrastructure Fund in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 102 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+19
Holders Change %
+6.76%
% of All Funds
4.84%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
44
Increased
110
Reduced
102
Closed
20
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
+$1.08M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$16.2M
2
TA
Tiedemann Advisors
New York
+$7.75M
3
UBS Group
UBS Group
Switzerland
+$7.31M
4
LPL Financial
LPL Financial
California
+$5.96M
5
Wells Fargo
Wells Fargo
California
+$4.65M

Top Sellers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
-$52.9M
2
Bank of America
Bank of America
North Carolina
-$7.31M
3
CA
Crumly & Associates
Illinois
-$6.42M
4
WIM
WealthPlan Investment Management
Nebraska
-$4.7M
5
FA
FDx Advisors
Illinois
-$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
176
Peterson Wealth Advisors
Utah
$426K -$115K -4,295 -21%
BAM
177
Belpointe Asset Management
Nevada
$412K +$284K +10,630 +221%
MOS
178
MGO One Seven
Ohio
$412K -$5.18K -194 -1%
SCM
179
Sebold Capital Management
Illinois
$406K +$406K +15,200 New
CBFP
180
Cedar Brook Financial Partners
Ohio
$401K +$3.31K +124 +0.8%
BFA
181
Beaumont Financial Advisors
Massachusetts
$401K -$4.38K -164 -1%
EWM
182
Endowment Wealth Management
Wisconsin
$398K -$1.9K -71 -0.5%
CAM
183
Cozad Asset Management
Illinois
$395K +$150K +5,615 +61%
DAS
184
Dynamic Advisor Solutions
Arizona
$386K +$386K +14,471 New
UCFA
185
United Capital Financial Advisors
Texas
$382K -$73.2K -2,744 -16%
Qube Research & Technologies (QRT)
186
Qube Research & Technologies (QRT)
United Kingdom
$372K +$278K +10,430 +298%
MPCG
187
Matrix Private Capital Group
New York
$368K – – –
GWS
188
Glassman Wealth Services
Virginia
$368K – – –
WS
189
Wedbush Securities
California
$366K -$17.9K -669 -5%
FCA
190
FinTrust Capital Advisors
South Carolina
$362K +$362K +13,574 New
MMA
191
Miracle Mile Advisors
California
$360K +$360K +13,504 New
MPWT
192
MassMutual Private Wealth & Trust
Connecticut
$359K -$27.3K -1,025 -7%
CRWM
193
Castle Rock Wealth Management
California
$352K – – –
MC
194
Moors & Cabot
Massachusetts
$349K +$934 +35 +0.3%
Franklin Resources
195
Franklin Resources
California
$346K – – –
SAG
196
SageView Advisory Group
California
$345K +$345K +12,943 New
PMG
197
ProVise Management Group
Florida
$343K -$40K -1,500 -10%
CIG
198
Cascade Investment Group
Colorado
$333K +$333K +12,472 New
MCCP
199
Mission Creek Capital Partners
California
$325K +$1.34K +50 +0.4%
CAL
200
Capital Analysts LLC
Pennsylvania
$324K -$39.8K -1,489 -11%
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