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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

284 hedge funds and large institutions have $1.85B invested in First Trust North American Energy Infrastructure Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 106 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-16
Holders Change %
-5.33%
% of All Funds
4.55%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
17
Increased
106
Reduced
113
Closed
26
Calls
$27K
Puts
–
Net Calls
+$27K
Net Calls Change
-$1.06M

Top Buyers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
$103M
2
Morgan Stanley
Morgan Stanley
New York
$424M
3
Corient Private Wealth
Corient Private Wealth
Florida
$4.06M
4
OMC
Old Mission Capital
Illinois
$5.81M
5
CIA
Capital Investment Advisors
Georgia
$88M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$61.8M
2
TA
Tiedemann Advisors
New York
$123M
3
Bank of America
Bank of America
North Carolina
$53.4M
4
AWE
Avidian Wealth Enterprises
Texas
$327K
5
Stifel Financial
Stifel Financial
Missouri
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
201
Telemus Capital
Michigan
$291K – – –
AWM
202
AE Wealth Management
Kansas
$279K +$30.8K +1,155 +12%
MFS
203
Mirabella Financial Services
United Kingdom
$276K +$276K +10,350 New
OC
204
Oppenheimer & Co
New York
$270K +$22.1K +831 +9%
BWG
205
Beta Wealth Group
California
$270K -$32.6K -1,225 -11%
HAC
206
Harbor Advisory Corp
New Hampshire
$269K -$16.7K -626 -6%
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$267K -$1.99M -74,532 -88%
WS
208
Wedbush Securities
California
$267K -$98.3K -3,687 -27%
ACG
209
Allen Capital Group
Nebraska
$263K +$263K +9,893 New
MMA
210
Miracle Mile Advisors
California
$255K -$105K -3,927 -29%
IAIM
211
International Assets Investment Management
Florida
$248K -$59.3K -2,228 -19%
AAS
212
Ameritas Advisory Services
Nebraska
$246K -$993 -37 -0.4%
RJT
213
Raymond James Trust
Florida
$243K -$8.85K -332 -4%
MWM
214
Maripau Wealth Management
Indiana
$242K -$6.15K -231 -2%
Mercer Global Advisors
215
Mercer Global Advisors
Colorado
$242K -$231K -8,676 -49%
AAP
216
Arax Advisory Partners
Colorado
$238K +$1.81K +68 +0.8%
PA
217
PFG Advisors
Arizona
$232K +$1.36K +51 +0.6%
LMKC
218
L.M. Kohn & Company
Ohio
$232K – – –
WWM
219
Western Wealth Management
Colorado
$231K +$426 +16 +0.2%
TCM
220
True Capital Management
California
$230K +$26.6K +998 +13%
SOS
221
Silver Oak Securities
Tennessee
$228K -$319 -12 -0.1%
MCM
222
Morton Capital Management
California
$223K -$4K -150 -2%
FCM
223
Family Capital Management
Michigan
$220K -$29.2K -1,097 -12%
IF
224
Integrity Financial
Wyoming
$218K -$16.5K -619 -7%
CCG
225
Chatham Capital Group
Georgia
$207K – – –
7 8
9
10 11