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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

290 hedge funds and large institutions have $1.81B invested in First Trust North American Energy Infrastructure Fund in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 115 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
4.2%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
30
Increased
105
Reduced
115
Closed
17
Calls
$532K
Puts
–
Net Calls
+$532K
Net Calls Change
+$266K

Top Buyers

1
JIP
1
Jaffetilchin Investment Partners
Florida
$21M
2
Jane Street
2
Jane Street
New York
$9.29M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.41M
4
CIA
4
Capital Investment Advisors
Georgia
$103M
5
GT
5
Glenview Trust
Kentucky
$72.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$464M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$6.13M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$43M
4
UBS Group
4
UBS Group
Switzerland
$39.9M
5
AG
5
AlTi Global
New York
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
176
D.E. Shaw & Co
New York
$379K +$26K +882 +7%
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$373K -$48.4K -1,639 -11%
SEIA
178
Signature Estate & Investment Advisors
California
$370K +$370K +12,535 New
PMG
179
ProVise Management Group
Florida
$361K – – –
RFWA
180
RPg Family Wealth Advisory
Massachusetts
$356K -$455K -15,395 -56%
WPC
181
Wedmont Private Capital
Pennsylvania
$350K +$3.11K +105 +0.9%
CRWM
182
Castle Rock Wealth Management
California
$349K – – –
Lido Advisors
183
Lido Advisors
California
$347K +$347K +11,748 New
DAM
184
Derbend Asset Management
Georgia
$344K +$5.97K +202 +2%
SCM
185
Sebold Capital Management
Illinois
$342K +$177 +6 +0.1%
MCCP
186
Mission Creek Capital Partners
California
$337K +$2.01K +68 +0.6%
APP
187
Avantax Planning Partners
Iowa
$337K +$337K +11,400 New
Creative Planning
188
Creative Planning
Kansas
$327K +$86.3K +2,924 +36%
MIM
189
MTM Investment Management
South Carolina
$327K – – –
BA
190
Ballew Advisors
Mississippi
$314K – – –
NRI
191
NFP Retirement Inc
California
$311K +$311K +10,522 New
DWA
192
Divergent Wealth Advisors
Utah
$309K -$3.66K -124 -1%
PWA
193
Peterson Wealth Advisors
Utah
$301K -$5.37K -182 -2%
Kovitz Investment Group Partners
194
Kovitz Investment Group Partners
Illinois
$300K +$300K +10,162 New
MC
195
Moors & Cabot
Massachusetts
$296K -$9.57K -324 -3%
CIG
196
Cascade Investment Group
Colorado
$295K -$29.3K -993 -9%
AA
197
Ancora Advisors
Ohio
$293K -$26.4K -894 -8%
AF
198
Allworth Financial
California
$291K +$94.6K +3,203 +48%
PFG
199
Prosperity Financial Group
California
$287K -$388K -13,128 -57%
AWM
200
Apollon Wealth Management
South Carolina
$278K +$2.22K +75 +0.8%
6 7
8
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