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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

337 hedge funds and large institutions have $2.27B invested in First Trust North American Energy Infrastructure Fund in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 103 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+26
Holders Change %
+8.36%
% of All Funds
4.49%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
51
Increased
140
Reduced
103
Closed
17
Calls
$64K
Puts
–
Net Calls
+$64K
Net Calls Change
+$48K

Top Buyers

1
MWM
Modern Wealth Management
Kansas
$18.7M
2
OPAM
Ocean Park Asset Management
California
$17.6M
3
CAM
Cresset Asset Management
Illinois
$76.7M
4
IAA
Independent Advisor Alliance
North Carolina
$2.7M
5
CIA
Capital Investment Advisors
Georgia
$130M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$227K
2
AG
AlTi Global
New York
$117M
3
UB
UMB Bank
Missouri
$12.2M
4
CWM
Comprehensive Wealth Management
Washington
$41.5M
5
BRWA
B. Riley Wealth Advisors
Florida
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
176
Wealth Enhancement Advisory Services
Minnesota
$550K +$550K +15,416 New
AIM
177
Aspen Investment Management
Michigan
$544K – – –
IF
178
Intrua Financial
Texas
$543K -$347K -9,740 -39%
RIA
179
Regal Investment Advisors
Michigan
$541K – – –
ISFAN
180
Investor's Fiduciary Advisor Network
Washington
$538K +$538K +15,115 New
WE
181
Wealth Effects
Massachusetts
$524K -$1.68K -47 -0.3%
CAL
182
Capital Analysts LLC
Pennsylvania
$523K -$39.7K -1,114 -7%
MG
183
Mather Group
Illinois
$521K -$162K -4,543 -24%
D.E. Shaw & Co
184
D.E. Shaw & Co
New York
$512K +$512K +14,363 New
SSWM
185
Sheets Smith Wealth Management
North Carolina
$505K -$1.5K -42 -0.3%
IA
186
IFP Advisors
Florida
$498K +$24K +673 +5%
Kovitz Investment Group Partners
187
Kovitz Investment Group Partners
Illinois
$493K +$12.4K +349 +3%
OC
188
Oppenheimer & Co
New York
$486K +$106K +2,968 +28%
SIA
189
Soltis Investment Advisors
Utah
$482K +$1.28K +36 +0.3%
BFA
190
Beaumont Financial Advisors
Massachusetts
$467K -$2.89K -81 -0.6%
MPCG
191
Matrix Private Capital Group
New York
$465K -$10.9K -305 -2%
Focus Partners Wealth
192
Focus Partners Wealth
Massachusetts
$461K +$461K +12,943 New
AA
193
Ancora Advisors
Ohio
$454K +$42.8K +1,201 +10%
Marshall Wace
194
Marshall Wace
United Kingdom
$453K +$453K +12,720 New
CRWM
195
Castle Rock Wealth Management
California
$432K -$11.2K -300 -3%
Lido Advisors
196
Lido Advisors
California
$429K +$214 +6 +0%
APP
197
Avantax Planning Partners
Iowa
$415K +$143 +4 +0%
RFWA
198
RPg Family Wealth Advisory
Massachusetts
$413K +$7.42K +208 +2%
MCCP
199
Mission Creek Capital Partners
California
$413K +$1.6K +45 +0.4%
BA
200
Ballew Advisors
Mississippi
$407K – – –
6 7
8
9 10