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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

290 hedge funds and large institutions have $1.83B invested in First Trust North American Energy Infrastructure Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 88 increasing their positions, 129 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+6
Holders Change %
+2.11%
% of All Funds
4.57%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
23
Increased
88
Reduced
129
Closed
13
Calls
$30K
Puts
$320K
Net Calls
-$290K
Net Calls Change
-$317K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$444M
2
DCM
2
Disciplina Capital Management
Tennessee
$20.5M
3
KAS
3
Kestra Advisory Services
Texas
$5.22M
4
CAM
4
Concorde Asset Management
Michigan
$2.9M
5
FA
5
FDx Advisors
Illinois
$6.87M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$110M
2
CAM
2
Cresset Asset Management
Illinois
$59.6M
3
Wells Fargo
3
Wells Fargo
California
$59.7M
4
Bank of America
4
Bank of America
North Carolina
$46.9M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
176
Cozad Asset Management
Illinois
$394K – – –
EWM
177
Endowment Wealth Management
Wisconsin
$384K -$15.8K -584 -4%
MPCG
178
Matrix Private Capital Group
New York
$373K – – –
PGWM
179
Pitti Group Wealth Management
New York
$372K +$71.2K +2,637 +24%
IA
180
IFG Advisory
Georgia
$364K -$123K -4,572 -25%
FCA
181
FinTrust Capital Advisors
South Carolina
$362K – – –
DAS
182
Dynamic Advisor Solutions
Arizona
$360K -$35.7K -1,321 -9%
HW
183
Hancock Whitney
Mississippi
$357K -$82.7K -3,063 -19%
SAG
184
SageView Advisory Group
California
$349K – – –
ACA
185
Aptus Capital Advisors
Alabama
$345K -$34.5K -1,279 -9%
CIG
186
Cascade Investment Group
Colorado
$338K +$3.81K +141 +1%
PFO
187
Pathstone Family Office
New Jersey
$338K – – –
IA
188
IFP Advisors
Florida
$334K -$373K -13,811 -53%
MC
189
Moors & Cabot
Massachusetts
$334K -$69K -2,555 -17%
MCCP
190
Mission Creek Capital Partners
California
$333K +$1.73K +64 +0.5%
PMG
191
ProVise Management Group
Florida
$330K – – –
RJT
192
Raymond James Trust
Florida
$325K +$78.7K +2,911 +32%
AWM
193
AE Wealth Management
Kansas
$322K +$39K +1,444 +14%
CRWM
194
Castle Rock Wealth Management
California
$322K -$24.4K -900 -7%
PFGIA
195
Patriot Financial Group Insurance Agency
Massachusetts
$321K – – –
AA
196
Ancora Advisors
Ohio
$318K +$621 +23 +0.2%
WPC
197
Wedmont Private Capital
Pennsylvania
$316K +$3.37K +123 +1%
BA
198
Ballew Advisors
Mississippi
$307K – – –
DAM
199
Derbend Asset Management
Georgia
$306K +$3.27K +121 +1%
MIM
200
MTM Investment Management
South Carolina
$299K – – –
6 7
8
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