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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

300 hedge funds and large institutions have $1.93B invested in First Trust North American Energy Infrastructure Fund in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 102 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+19
Holders Change %
+6.76%
% of All Funds
4.84%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
44
Increased
110
Reduced
102
Closed
20
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
+$1.08M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$414M
2
TA
Tiedemann Advisors
New York
$145M
3
UBS Group
UBS Group
Switzerland
$54.3M
4
LPL Financial
LPL Financial
California
$46.7M
5
Wells Fargo
Wells Fargo
California
$64.3M

Top Sellers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
$64.4M
2
Bank of America
Bank of America
North Carolina
$60.3M
3
CA
Crumly & Associates
Illinois
$9.93M
4
WIM
WealthPlan Investment Management
Nebraska
$0
5
FA
FDx Advisors
Illinois
$4.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
201
Ancora Advisors
Ohio
$323K -$2.39M -89,618 -88%
PFGIA
202
Patriot Financial Group Insurance Agency
Massachusetts
$318K – – –
BA
203
Ballew Advisors
Mississippi
$310K -$43.5K -1,579 -12%
IAIM
204
International Assets Investment Management
Florida
$308K +$60.4K +2,262 +24%
WPC
205
Wedmont Private Capital
Pennsylvania
$304K +$5.25K +195 +2%
BWG
206
Beta Wealth Group
California
$303K -$14.1K -528 -4%
PGWM
207
Pitti Group Wealth Management
New York
$301K -$5.18K -194 -2%
DAM
208
Derbend Asset Management
Georgia
$296K +$2.3K +86 +0.8%
MIM
209
MTM Investment Management
South Carolina
$296K – – –
TC
210
Telemus Capital
Michigan
$295K – – –
BAAM
211
Baker Avenue Asset Management
California
$291K +$291K +10,885 New
HAC
212
Harbor Advisory Corp
New Hampshire
$287K – – –
Financial Engines Advisors
213
Financial Engines Advisors
California
$280K -$13.1K -490 -4%
RFWA
214
RPg Family Wealth Advisory
Massachusetts
$254K +$2.19K +82 +0.9%
MWM
215
Maripau Wealth Management
Indiana
$253K -$8.67K -320 -3%
RJT
216
Raymond James Trust
Florida
$252K +$9.6K +360 +4%
FCM
217
Family Capital Management
Michigan
$250K +$250K +9,349 New
AWM
218
AE Wealth Management
Kansas
$249K +$14.1K +527 +6%
OC
219
Oppenheimer & Co
New York
$249K – – –
AAS
220
Ameritas Advisory Services
Nebraska
$245K -$5.42K -203 -2%
BFS
221
Bickling Financial Services
Massachusetts
$244K +$244K +9,146 New
AAP
222
Arax Advisory Partners
Colorado
$237K +$1.63K +61 +0.7%
IF
223
Integrity Financial
Wyoming
$235K -$75.1K -2,812 -24%
LMKC
224
L.M. Kohn & Company
Ohio
$232K – – –
PA
225
PFG Advisors
Arizona
$231K +$231K +8,666 New
7 8
9
10 11