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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

311 hedge funds and large institutions have $2.08B invested in First Trust North American Energy Infrastructure Fund in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 123 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+11
Holders Change %
+3.67%
% of All Funds
4.5%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
37
Increased
109
Reduced
123
Closed
21
Calls
$16K
Puts
–
Net Calls
+$16K
Net Calls Change
-$152K

Top Buyers

1
DCM
1
Disciplina Capital Management
Tennessee
$18.6M
2
LPL Financial
2
LPL Financial
California
$66.6M
3
KPWS
3
Kestra Private Wealth Services
Texas
$5.42M
4
HAS
4
HBW Advisory Services
California
$3.59M
5
BPAMU
5
BTG Pactual Asset Management US
New York
$3.31M

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$0
2
CWM
2
Comprehensive Wealth Management
Washington
$41.8M
3
SEA
3
Stegent Equity Advisors
Texas
$707K
4
PAG
4
Private Advisory Group
Washington
$208K
5
Jane Street
5
Jane Street
New York
$633K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
201
Bank of New York Mellon
New York
$323K +$20.4K +606 +7%
NS
202
NBC Securities
Alabama
$323K +$88.5K +2,640 +38%
SCM
203
Sebold Capital Management
Illinois
$310K +$134 +4 +0%
VCP
204
Verus Capital Partners
Arizona
$310K +$1.58K +47 +0.5%
AAP
205
Arax Advisory Partners
Colorado
$307K +$2.25K +67 +0.7%
PWA
206
Peterson Wealth Advisors
Utah
$305K -$32.3K -960 -10%
FCA
207
FinTrust Capital Advisors
South Carolina
$298K – – –
WWM
208
Western Wealth Management
Colorado
$297K +$504 +15 +0.2%
GVAG
209
Great Valley Advisor Group
Delaware
$294K +$51K +1,519 +21%
SWP
210
Stratos Wealth Partners
Ohio
$292K +$28.3K +843 +11%
LFAS
211
Level Four Advisory Services
Texas
$286K +$286K +8,387 New
WS
212
Wedbush Securities
California
$283K +$39K +1,161 +16%
UCFA
213
United Capital Financial Advisors
Texas
$276K +$276K +8,204 New
GM
214
GeoWealth Management
Illinois
$271K -$121K -3,588 -31%
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$269K -$10.7K -319 -4%
HFS
216
Howard Financial Services
Texas
$268K +$2.39K +71 +0.9%
AFG
217
Atomi Financial Group
New York
$251K +$251K +7,473 New
ASN
218
Advisory Services Network
Georgia
$247K – – –
LCGC
219
Legacy Capital Group California
California
$246K +$246K +7,324 New
Creative Planning
220
Creative Planning
Kansas
$245K -$128K -3,809 -34%
UL
221
Unionview LLC
Washington
$243K +$4.67K +139 +2%
PFGIA
222
Patriot Financial Group Insurance Agency
Massachusetts
$242K – – –
PTC
223
Private Trust Company
Ohio
$239K -$25.5K -759 -10%
BWG
224
Beta Wealth Group
California
$236K -$1.61K -48 -0.7%
SI
225
Saxon Interests
Texas
$236K +$437 +13 +0.2%
7 8
9
10 11