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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

341 hedge funds and large institutions have $2.48B invested in First Trust North American Energy Infrastructure Fund in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 105 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+4
Holders Change %
+1.19%
% of All Funds
4.63%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.19%
New
34
Increased
143
Reduced
105
Closed
22
Calls
$239K
Puts
$4K
Net Calls
+$235K
Net Calls Change
+$171K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$648M
2
CPO
Cerity Partners OCIO
New York
$71M
3
3F
360 Financial
Minnesota
$11.5M
4
LPL Financial
LPL Financial
California
$83.5M
5
HPC
Hobart Private Capital
North Carolina
$8.91M

Top Sellers

1
AG
AlTi Global
New York
$113M
2
FA
Forefront Analytics
Pennsylvania
$498K
3
ABTD
Arvest Bank Trust Division
Oklahoma
$19.8M
4
JIP
Jaffetilchin Investment Partners
Florida
$23.8M
5
CWM
Comprehensive Wealth Management
Washington
$40.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
176
PBMares Wealth Management
Virginia
$623K -$34.6K -922 -5%
DWP
177
Destiny Wealth Partners
Florida
$622K – – –
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$622K +$310K +8,282 +100%
AP
179
Americana Partners
Texas
$618K -$53.3K -1,422 -8%
Susquehanna International Group
180
Susquehanna International Group
Pennsylvania
$617K +$617K +16,454 New
IAN
181
Integrated Advisors Network
Texas
$607K -$18.7K -500 -3%
CAL
182
Capital Analysts LLC
Pennsylvania
$594K +$43.9K +1,170 +8%
Wealth Enhancement Advisory Services
183
Wealth Enhancement Advisory Services
Minnesota
$579K +$825 +22 +0.1%
AI
184
Atria Investments
North Carolina
$579K -$65.8K -1,755 -10%
RIA
185
Regal Investment Advisors
Michigan
$569K – – –
AIM
186
Aspen Investment Management
Michigan
$557K -$15K -400 -3%
WE
187
Wealth Effects
Massachusetts
$546K -$4.87K -130 -0.9%
ISFAN
188
Investor's Fiduciary Advisor Network
Washington
$533K -$33.6K -897 -6%
SSWM
189
Sheets Smith Wealth Management
North Carolina
$532K +$637 +17 +0.1%
IF
190
Intrua Financial
Texas
$531K -$39.6K -1,055 -7%
SWP
191
Stratos Wealth Partners
Ohio
$515K +$185K +4,940 +56%
Kovitz Investment Group Partners
192
Kovitz Investment Group Partners
Illinois
$505K -$13K -348 -3%
IA
193
IFP Advisors
Florida
$505K -$18.7K -498 -4%
FA
194
Forefront Analytics
Pennsylvania
$498K -$7.6M -202,719 -94%
BFA
195
Beaumont Financial Advisors
Massachusetts
$492K +$825 +22 +0.2%
MPCG
196
Matrix Private Capital Group
New York
$489K – – –
ACP
197
Aveo Capital Partners
Colorado
$485K +$485K +13,267 New
AA
198
Ancora Advisors
Ohio
$477K +$187 +5 +0%
GWM
199
Geneos Wealth Management
Colorado
$469K +$340K +9,078 +265%
Pathstone Holdings
200
Pathstone Holdings
New Jersey
$469K -$240K -6,404 -34%
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