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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

281 hedge funds and large institutions have $1.79B invested in First Trust North American Energy Infrastructure Fund in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 90 increasing their positions, 125 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
-9
Holders Change %
-3.1%
% of All Funds
4.48%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
16
Increased
90
Reduced
125
Closed
25
Calls
$235K
Puts
–
Net Calls
+$235K
Net Calls Change
+$525K

Top Buyers

1
CWM
1
Comprehensive Wealth Management
Washington
$33M
2
Jane Street
2
Jane Street
New York
$10.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$60.7M
4
Comerica Bank
4
Comerica Bank
Texas
$4.94M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.76M

Top Sellers

1
FA
1
FDx Advisors
Illinois
$0
2
AAS
2
Avantax Advisory Services
Texas
$8.54M
3
CA
3
Crumly & Associates
Illinois
$5.65M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$3.68M
5
RVPG
5
Relative Value Partners Group
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
176
Beaumont Financial Advisors
Massachusetts
$341K -$50.4K -1,907 -13%
ACA
177
Aptus Capital Advisors
Alabama
$336K -$1.51K -57 -0.4%
CIG
178
Cascade Investment Group
Colorado
$333K +$2.59K +98 +0.8%
Qube Research & Technologies (QRT)
179
Qube Research & Technologies (QRT)
United Kingdom
$332K +$318K +12,044 +2,239%
GM
180
GeoWealth Management
Illinois
$331K -$84.6K -3,197 -20%
PFO
181
Pathstone Family Office
New Jersey
$330K – – –
IA
182
IFP Advisors
Florida
$329K +$2.4K +91 +0.7%
PMG
183
ProVise Management Group
Florida
$323K – – –
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$313K +$13.5K +485 +5%
AA
185
Ancora Advisors
Ohio
$311K -$264 -10 -0.1%
AWM
186
Apollon Wealth Management
South Carolina
$305K -$87.6K -3,314 -22%
CRWM
187
Castle Rock Wealth Management
California
$305K – – –
WPC
188
Wedmont Private Capital
Pennsylvania
$304K +$3.26K +125 +1%
MCCP
189
Mission Creek Capital Partners
California
$301K -$24.4K -923 -7%
AWM
190
AE Wealth Management
Kansas
$301K -$14.6K -554 -5%
DAM
191
Derbend Asset Management
Georgia
$299K – – –
MIM
192
MTM Investment Management
South Carolina
$293K – – –
MC
193
Moors & Cabot
Massachusetts
$290K -$37K -1,402 -11%
PWA
194
Peterson Wealth Advisors
Utah
$279K -$5.26K -199 -2%
GWS
195
Glassman Wealth Services
Virginia
$274K – – –
BA
196
Ballew Advisors
Mississippi
$273K -$12K -473 -4%
TC
197
Telemus Capital
Michigan
$268K – – –
T
198
TRUADVICE
Florida
$263K -$216K -8,153 -45%
OC
199
Oppenheimer & Co
New York
$260K +$13.9K +526 +6%
BWG
200
Beta Wealth Group
California
$257K -$2.33K -88 -0.9%
6 7
8
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