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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

271 hedge funds and large institutions have $1.85B invested in First Trust North American Energy Infrastructure Fund in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 96 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
–
Holders Change %
0%
% of All Funds
4.58%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.24%
New
25
Increased
98
Reduced
96
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWPCM
1
Perella Weinberg Partners Capital Management
New York
$122M
2
TA
2
Tiedemann Advisors
New York
$127M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$131M
4
WANY
4
Wealthspire Advisors (New York)
New York
$49.9M
5
UBS Group
5
UBS Group
Switzerland
$43.8M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$8.88M
2
Bank of America
2
Bank of America
North Carolina
$73.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$376M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$303K
5
RJA
5
Raymond James & Associates
Florida
$7.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
201
Arkadios Wealth Advisors
Georgia
$247K +$617 +24 +0.3%
HA
202
HYA Advisors
Missouri
$245K +$1.83K +71 +0.8%
RFWA
203
RPg Family Wealth Advisory
Massachusetts
$243K -$80.7K -3,134 -25%
KCM
204
Karp Capital Management
California
$243K -$27.4K -1,066 -10%
AWA
205
Artemis Wealth Advisors
New York
$242K +$242K +9,393 New
MCM
206
Morton Capital Management
California
$241K – – –
AAS
207
Ameritas Advisory Services
Nebraska
$241K +$181 +7 +0.1%
OC
208
Oppenheimer & Co
New York
$238K -$1.81K -70 -0.8%
T
209
TRUADVICE
Florida
$225K -$4.2K -154 -2%
CAL
210
Capital Analysts LLC
Pennsylvania
$221K +$55.4K +2,152 +33%
SOS
211
Silver Oak Securities
Tennessee
$220K +$220K +8,276 New
PP
212
Patron Partners
Texas
$214K – – –
TNBTD
213
Trustmark National Bank Trust Department
Mississippi
$211K +$211K +8,204 New
BBP
214
Banco BTG Pactual
Brazil
$210K +$210K +8,160 New
CAM
215
Cozad Asset Management
Illinois
$203K +$203K +7,869 New
CCG
216
Chatham Capital Group
Georgia
$200K – – –
APA
217
American Portfolios Advisors
New York
$191K – – –
William Blair & Company
218
William Blair & Company
Illinois
$186K -$25.3K -985 -12%
AF
219
Allworth Financial
California
$172K +$168K +6,500 +3,988%
HI
220
Harbour Investments
Wisconsin
$160K +$160K +6,225 New
GCM
221
Gables Capital Management
Florida
$147K – – –
GWM
222
Geneos Wealth Management
Colorado
$143K -$27.6K -1,063 -16%
SWM
223
Spire Wealth Management
Virginia
$134K -$271K -10,543 -67%
CA
224
CoreCap Advisors
Michigan
$113K +$113K +4,396 New
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$111K +$4.12K +160 +4%
7 8
9
10 11