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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

281 hedge funds and large institutions have $1.79B invested in First Trust North American Energy Infrastructure Fund in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 90 increasing their positions, 125 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
-9
Holders Change %
-3.1%
% of All Funds
4.48%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
16
Increased
90
Reduced
125
Closed
25
Calls
$235K
Puts
–
Net Calls
+$235K
Net Calls Change
+$525K

Top Buyers

1
CWM
1
Comprehensive Wealth Management
Washington
$33M
2
Jane Street
2
Jane Street
New York
$10.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$60.7M
4
Comerica Bank
4
Comerica Bank
Texas
$4.94M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.76M

Top Sellers

1
FA
1
FDx Advisors
Illinois
$0
2
AAS
2
Avantax Advisory Services
Texas
$8.54M
3
CA
3
Crumly & Associates
Illinois
$5.65M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$3.68M
5
RVPG
5
Relative Value Partners Group
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
201
Patron Partners
Texas
$252K +$12.8K +484 +5%
ACG
202
Allen Capital Group
Nebraska
$249K -$4.28K -167 -2%
AAS
203
Ameritas Advisory Services
Nebraska
$248K +$248K +9,315 New
EW
204
Evoke Wealth
California
$248K -$15.7K -595 -6%
IAIM
205
International Assets Investment Management
Florida
$241K +$29.3K +1,100 +14%
FCA
206
FinTrust Capital Advisors
South Carolina
$235K -$124K -4,697 -35%
FHC
207
First Heartland Consultants
Missouri
$234K -$460K -17,430 -66%
WWM
208
Western Wealth Management
Colorado
$230K +$423 +16 +0.2%
KFGK
209
Keystone Financial Group (Kentucky)
Kentucky
$225K +$79 +3 +0%
Lido Advisors
210
Lido Advisors
California
$215K +$215K +8,155 New
Creative Planning
211
Creative Planning
Kansas
$213K +$213K +8,077 New
BBNA
212
Bremer Bank National Association
Minnesota
$212K – – –
CA
213
Clearstead Advisors
Ohio
$211K +$106K +4,000 +100%
FPWM
214
FSB Premier Wealth Management
Iowa
$209K +$209K +7,898 New
PTC
215
Private Trust Company
Ohio
$208K +$19.2K +725 +10%
ASN
216
Advisory Services Network
Georgia
$207K -$49.7K -1,883 -19%
IF
217
Integrity Financial
Wyoming
$207K – – –
CCG
218
Chatham Capital Group
Georgia
$206K – – –
FFN
219
Focus Financial Network
Minnesota
$205K +$476 +18 +0.2%
SOS
220
Silver Oak Securities
Tennessee
$202K -$21.5K -812 -10%
HFS
221
Howard Financial Services
Texas
$201K +$2.17K +82 +1%
AF
222
Allworth Financial
California
$176K – – –
AWA
223
Artemis Wealth Advisors
New York
$167K – – –
RIA
224
Realta Investment Advisors
Delaware
$152K -$23.5K -870 -13%
William Blair & Company
225
William Blair & Company
Illinois
$152K +$555 +21 +0.4%
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9
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