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First Trust North American Energy Infrastructure Fund

348 hedge funds and large institutions have $2.49B invested in First Trust North American Energy Infrastructure Fund in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 109 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,875% more call options, than puts

Call options by funds: $239K | Put options by funds: $4K

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

33% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 109

10% more capital invested

Capital invested by funds: $2.27B → $2.49B (+$218M)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

2% more funds holding

Funds holding: 341348 (+7)

0.43% less ownership

Funds ownership: 76.72%76.3% (-0.43%)

Holders
348
Holders Change
+7
Holders Change %
+2.05%
% of All Funds
4.67%
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
145
Reduced
109
Closed
21
Calls
$239K
Puts
$4K
Net Calls
+$235K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
176
Silver Oak Securities
Tennessee
$644K +$222K +5,999 +53%
WCM
177
Winebrenner Capital Management
Kentucky
$631K -$27.1K -733 -4%
PWM
178
PBMares Wealth Management
Virginia
$623K -$34.1K -922 -5%
DWP
179
Destiny Wealth Partners
Florida
$622K
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$622K +$306K +8,282 +100%
AP
181
Americana Partners
Texas
$618K -$52.6K -1,422 -8%
Susquehanna International Group
182
Susquehanna International Group
Pennsylvania
$617K +$609K +16,454 New
IAN
183
Integrated Advisors Network
Texas
$607K -$18.5K -500 -3%
CAL
184
Capital Analysts LLC
Pennsylvania
$594K +$43.3K +1,170 +8%
Wealth Enhancement Advisory Services
185
Wealth Enhancement Advisory Services
Minnesota
$579K +$814 +22 +0.1%
AI
186
Atria Investments
North Carolina
$579K -$64.9K -1,755 -10%
RIA
187
Regal Investment Advisors
Michigan
$569K
AIM
188
Aspen Investment Management
Michigan
$557K -$14.8K -400 -3%
WE
189
Wealth Effects
Massachusetts
$546K -$4.81K -130 -0.9%
EPIME
190
Evelyn Partners Investment Management (Europe)
$534K -$101K -2,720 -16%
ISFAN
191
Investor's Fiduciary Advisor Network
Washington
$533K -$33.2K -897 -6%
SSWM
192
Sheets Smith Wealth Management
North Carolina
$532K +$629 +17 +0.1%
IF
193
Intrua Financial
Texas
$531K -$39K -1,055 -7%
SWP
194
Stratos Wealth Partners
Ohio
$515K +$183K +4,940 +56%
Kovitz Investment Group Partners
195
Kovitz Investment Group Partners
Illinois
$505K -$12.9K -348 -3%
IA
196
IFP Advisors
Florida
$505K -$18.4K -498 -4%
FA
197
Forefront Analytics
Pennsylvania
$498K -$7.5M -202,719 -94%
BFA
198
Beaumont Financial Advisors
Massachusetts
$492K +$814 +22 +0.2%
MPCG
199
Matrix Private Capital Group
New York
$489K
ACP
200
Aveo Capital Partners
Colorado
$485K +$491K +13,267 New

EMLP Hedge Fund Activity: Q1 2025 in Review

348 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q1 2025, worth a combined $2.49B — up 9.6% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EMLP positions and 21 closed out — a net gain of 13 holders — while 145 added to existing stakes and 109 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.6M. The largest seller was AlTi Global, cutting an estimated $10M.

  • 348 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q1 2025, up from 341 in Q4 2024.
  • Funds reported $2.49B of First Trust North American Energy Infrastructure Fund stock for Q1 2025, up 9.6% quarter-over-quarter.
  • 34 funds opened new First Trust North American Energy Infrastructure Fund positions in Q1 2025 and 21 closed out, a net change of +13 holders.
  • The largest First Trust North American Energy Infrastructure Fund buyer in Q1 2025 was Morgan Stanley, an estimated $32.6M added.
  • The largest First Trust North American Energy Infrastructure Fund seller in Q1 2025 was AlTi Global, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2025.