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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

337 hedge funds and large institutions have $2.27B invested in First Trust North American Energy Infrastructure Fund in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 103 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+26
Holders Change %
+8.36%
% of All Funds
4.49%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
51
Increased
140
Reduced
103
Closed
17
Calls
$64K
Puts
–
Net Calls
+$64K
Net Calls Change
+$48K

Top Buyers

1
MWM
Modern Wealth Management
Kansas
$18.7M
2
OPAM
Ocean Park Asset Management
California
$17.6M
3
CAM
Cresset Asset Management
Illinois
$76.7M
4
IAA
Independent Advisor Alliance
North Carolina
$2.7M
5
CIA
Capital Investment Advisors
Georgia
$130M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$227K
2
AG
AlTi Global
New York
$117M
3
UB
UMB Bank
Missouri
$12.2M
4
CWM
Comprehensive Wealth Management
Washington
$41.5M
5
BRWA
B. Riley Wealth Advisors
Florida
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
201
Arax Advisory Partners
Colorado
$405K +$78.9K +2,214 +24%
1L
202
10Elms LLP
Oklahoma
$404K +$404K +11,343 New
SOS
203
Silver Oak Securities
Tennessee
$400K +$40.6K +1,142 +11%
MIM
204
MTM Investment Management
South Carolina
$395K – – –
DFA
205
DHJJ Financial Advisors
Illinois
$393K -$76.3K -2,139 -16%
AFG
206
Atomi Financial Group
New York
$393K +$126K +3,547 +47%
CL
207
Choreo LLC
Illinois
$391K -$73.4K -2,052 -16%
PMG
208
ProVise Management Group
Florida
$382K – – –
AA
209
Armis Advisers
Georgia
$382K +$382K +10,719 New
SMA
210
Sage Mountain Advisors
Georgia
$380K +$380K +10,652 New
CIG
211
Cascade Investment Group
Colorado
$375K +$9.55K +268 +3%
AF
212
Allworth Financial
California
$372K +$941 +25 +0.3%
PFG
213
Prosperity Financial Group
California
$364K +$19.4K +544 +6%
IA
214
IFG Advisory
Georgia
$356K -$54K -1,514 -13%
Bank of New York Mellon
215
Bank of New York Mellon
New York
$355K +$12.3K +344 +4%
NRI
216
NFP Retirement Inc
California
$355K -$20.2K -567 -5%
William Blair & Company
217
William Blair & Company
Illinois
$352K -$34.7K -973 -9%
FCBT
218
First Citizens Bank & Trust
North Carolina
$347K +$130K +3,642 +60%
LFAS
219
Level Four Advisory Services
Texas
$339K +$39.8K +1,115 +13%
VCP
220
Verus Capital Partners
Arizona
$330K +$1.39K +39 +0.4%
SCM
221
Sebold Capital Management
Illinois
$329K +$143 +4 +0%
SWP
222
Stratos Wealth Partners
Ohio
$314K +$3.96K +111 +1%
WS
223
Wedbush Securities
California
$301K +$1.42K +40 +0.5%
FHC
224
First Heartland Consultants
Missouri
$300K +$54.2K +1,521 +22%
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$296K +$10.2K +285 +4%
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