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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

284 hedge funds and large institutions have $1.85B invested in First Trust North American Energy Infrastructure Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 106 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-16
Holders Change %
-5.33%
% of All Funds
4.55%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
17
Increased
106
Reduced
113
Closed
26
Calls
$27K
Puts
–
Net Calls
+$27K
Net Calls Change
-$1.06M

Top Buyers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
$103M
2
Morgan Stanley
Morgan Stanley
New York
$424M
3
Corient Private Wealth
Corient Private Wealth
Florida
$4.06M
4
OMC
Old Mission Capital
Illinois
$5.81M
5
CIA
Capital Investment Advisors
Georgia
$88M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$61.8M
2
TA
Tiedemann Advisors
New York
$123M
3
Bank of America
Bank of America
North Carolina
$53.4M
4
AWE
Avidian Wealth Enterprises
Texas
$327K
5
Stifel Financial
Stifel Financial
Missouri
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
176
Cedar Brook Financial Partners
Ohio
$403K +$2.74K +103 +0.7%
MC
177
Moors & Cabot
Massachusetts
$397K +$48.9K +1,835 +14%
BFA
178
Beaumont Financial Advisors
Massachusetts
$395K -$5.62K -211 -1%
EWM
179
Endowment Wealth Management
Wisconsin
$394K -$3.01K -113 -0.8%
DAS
180
Dynamic Advisor Solutions
Arizona
$390K +$4.55K +171 +1%
CAM
181
Cozad Asset Management
Illinois
$389K -$5.19K -195 -1%
RFWA
182
RPg Family Wealth Advisory
Massachusetts
$378K +$124K +4,671 +49%
ACA
183
Aptus Capital Advisors
Alabama
$374K +$298K +11,199 +391%
MPCG
184
Matrix Private Capital Group
New York
$368K – – –
GWS
185
Glassman Wealth Services
Virginia
$367K – – –
FCA
186
FinTrust Capital Advisors
South Carolina
$362K – – –
SAG
187
SageView Advisory Group
California
$345K – – –
CRWM
188
Castle Rock Wealth Management
California
$344K – – –
PFO
189
Pathstone Family Office
New Jersey
$333K -$333K -12,500 -50%
CIG
190
Cascade Investment Group
Colorado
$329K -$2.66K -100 -0.8%
AWE
191
Avidian Wealth Enterprises
Texas
$327K -$6.21M -233,264 -95%
MCCP
192
Mission Creek Capital Partners
California
$326K +$1.52K +57 +0.5%
PMG
193
ProVise Management Group
Florida
$325K -$17.3K -650 -5%
PFGIA
194
Patriot Financial Group Insurance Agency
Massachusetts
$317K – – –
AA
195
Ancora Advisors
Ohio
$313K -$9.56K -359 -3%
WPC
196
Wedmont Private Capital
Pennsylvania
$308K +$3.03K +112 +1%
BA
197
Ballew Advisors
Mississippi
$299K – – –
DAM
198
Derbend Asset Management
Georgia
$298K +$3.01K +113 +1%
PGWM
199
Pitti Group Wealth Management
New York
$297K -$2.66K -100 -0.9%
MIM
200
MTM Investment Management
South Carolina
$295K – – –
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