We are live on ! Find out more
EMLP icon

First Trust North American Energy Infrastructure Fund

348 hedge funds and large institutions have $2.49B invested in First Trust North American Energy Infrastructure Fund in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 109 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,875% more call options, than puts

Call options by funds: $239K | Put options by funds: $4K

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

33% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 109

10% more capital invested

Capital invested by funds: $2.27B → $2.49B (+$218M)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

2% more funds holding

Funds holding: 341348 (+7)

0.43% less ownership

Funds ownership: 76.72%76.3% (-0.43%)

Holders
348
Holders Change
+7
Holders Change %
+2.05%
% of All Funds
4.67%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.19%
New
34
Increased
145
Reduced
109
Closed
21
Calls
$239K
Puts
$4K
Net Calls
+$235K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
201
Ancora Advisors
Ohio
$477K +$185 +5 +0%
GWM
202
Geneos Wealth Management
Colorado
$469K +$336K +9,078 +265%
Pathstone Holdings
203
Pathstone Holdings
New Jersey
$469K -$237K -6,404 -34%
Brown Advisory
204
Brown Advisory
Maryland
$464K +$458K +12,369 New
Lido Advisors
205
Lido Advisors
California
$451K +$222 +6 +0%
AAP
206
Arax Advisory Partners
Colorado
$449K +$22.6K +612 +5%
AFG
207
Atomi Financial Group
New York
$440K +$26.1K +704 +6%
Ameriprise
208
Ameriprise
Minnesota
$437K +$431K +11,647 New
MCCP
209
Mission Creek Capital Partners
California
$436K +$1.81K +49 +0.4%
CRWM
210
Castle Rock Wealth Management
California
$434K
ASN
211
Advisory Services Network
Georgia
$433K +$152K +4,095 +55%
LFAS
212
Level Four Advisory Services
Texas
$432K +$74.8K +2,022 +21%
1L
213
10Elms LLP
Oklahoma
$425K
RFWA
214
RPg Family Wealth Advisory
Massachusetts
$418K -$15.9K -430 -4%
MIM
215
MTM Investment Management
South Carolina
$417K
William Blair & Company
216
William Blair & Company
Illinois
$414K +$42.6K +1,150 +12%
C
217
Certuity
Florida
$413K +$407K +11,007 New
PMG
218
ProVise Management Group
Florida
$402K
CIG
219
Cascade Investment Group
Colorado
$399K +$4.77K +129 +1%
BA
220
Ballew Advisors
Mississippi
$395K
APP
221
Avantax Planning Partners
Iowa
$395K -$41.6K -1,125 -10%
DFA
222
DHJJ Financial Advisors
Illinois
$390K -$23.9K -645 -6%
PFG
223
Prosperity Financial Group
California
$389K +$6.59K +178 +2%
OC
224
Oppenheimer & Co
New York
$388K -$121K -3,277 -24%
AAS
225
Ameritas Advisory Services
Nebraska
$385K +$165K +4,454 +73%

EMLP Hedge Fund Activity: Q1 2025 in Review

348 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q1 2025, worth a combined $2.49B — up 9.6% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EMLP positions and 21 closed out — a net gain of 13 holders — while 145 added to existing stakes and 109 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.6M. The largest seller was AlTi Global, cutting an estimated $10M.

  • 348 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q1 2025, up from 341 in Q4 2024.
  • Funds reported $2.49B of First Trust North American Energy Infrastructure Fund stock for Q1 2025, up 9.6% quarter-over-quarter.
  • 34 funds opened new First Trust North American Energy Infrastructure Fund positions in Q1 2025 and 21 closed out, a net change of +13 holders.
  • The largest First Trust North American Energy Infrastructure Fund buyer in Q1 2025 was Morgan Stanley, an estimated $32.6M added.
  • The largest First Trust North American Energy Infrastructure Fund seller in Q1 2025 was AlTi Global, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2025.