EMLP icon

First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

290 hedge funds and large institutions have $1.83B invested in First Trust North American Energy Infrastructure Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 88 increasing their positions, 129 reducing their positions, and 13 closing their positions.

Holders
290
Holders Change
+6
Holders Change %
+2.11%
% of All Funds
4.57%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
23
Increased
88
Reduced
129
Closed
13
Calls
$30K
Puts
$320K
Net Calls
-$290K
Net Calls Change
-$317K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$444M
2
DCM
2
Disciplina Capital Management
Tennessee
$20.5M
3
KAS
3
Kestra Advisory Services
Texas
$5.22M
4
CAM
4
Concorde Asset Management
Michigan
$2.9M
5
FA
5
FDx Advisors
Illinois
$6.87M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$110M
2
CAM
2
Cresset Asset Management
Illinois
$59.6M
3
Wells Fargo
3
Wells Fargo
California
$59.7M
4
Bank of America
4
Bank of America
North Carolina
$46.9M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$6.69M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$293K 10,720 +700 +7%
PWA
202
Peterson Wealth Advisors
Utah
$292K 10,769 -4,658 -30%
MMA
203
Miracle Mile Advisors
California
$284K 10,535 +958 +10%
GWS
204
Glassman Wealth Services
Virginia
$280K 10,368 -3,430 -25%
TC
205
Telemus Capital
Michigan
$274K 10,162 -778 -7%
EW
206
Evoke Wealth
California
$269K 9,964 +9,964 New
ACG
207
Allen Capital Group
Nebraska
$267K 9,893 – –
BWG
208
Beta Wealth Group
California
$265K 9,825 -304 -3%
ASN
209
Advisory Services Network
Georgia
$263K 9,723 +2,708 +39%
OC
210
Oppenheimer & Co
New York
$252K 9,331 -814 -8%
PP
211
Patron Partners
Texas
$245K 9,066 +1,391 +18%
AAP
212
Arax Advisory Partners
Colorado
$239K 8,842 -89 -1%
LMKC
213
L.M. Kohn & Company
Ohio
$235K 8,703 – –
WWM
214
Western Wealth Management
Colorado
$234K 8,675 +18 +0.2%
PA
215
PFG Advisors
Arizona
$234K 8,649 -68 -0.8%
KFGK
216
Keystone Financial Group (Kentucky)
Kentucky
$230K 8,517 +8,517 New
SOS
217
Silver Oak Securities
Tennessee
$228K 8,451 -119 -1%
FCM
218
Family Capital Management
Michigan
$223K 8,252 – –
MWM
219
Maripau Wealth Management
Indiana
$220K 8,132 -967 -11%
BBNA
220
Bremer Bank National Association
Minnesota
$217K 8,025 +8,025 New
IAIM
221
International Assets Investment Management
Florida
$215K 7,948 -1,350 -15%
IF
222
Integrity Financial
Wyoming
$211K 7,822 -376 -5%
CCG
223
Chatham Capital Group
Georgia
$210K 7,785 – –
CCM
224
Crabel Capital Management
California
$210K 7,765 +7,765 New
1IA
225
1834 Investment Advisors
Wisconsin
$209K 7,754 -14,189 -65%
7 8
9
10 11