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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

341 hedge funds and large institutions have $2.48B invested in First Trust North American Energy Infrastructure Fund in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 105 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+4
Holders Change %
+1.19%
% of All Funds
4.63%
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
143
Reduced
105
Closed
22
Calls
$239K
Puts
$4K
Net Calls
+$235K
Net Calls Change
+$171K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$648M
2
CPO
Cerity Partners OCIO
New York
$71M
3
3F
360 Financial
Minnesota
$11.5M
4
LPL Financial
LPL Financial
California
$83.5M
5
HPC
Hobart Private Capital
North Carolina
$8.91M

Top Sellers

1
AG
AlTi Global
New York
$113M
2
FA
Forefront Analytics
Pennsylvania
$498K
3
ABTD
Arvest Bank Trust Division
Oklahoma
$19.8M
4
JIP
Jaffetilchin Investment Partners
Florida
$23.8M
5
CWM
Comprehensive Wealth Management
Washington
$40.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
201
Brown Advisory
Maryland
$464K +$464K +12,369 New
Lido Advisors
202
Lido Advisors
California
$451K +$225 +6 +0%
AAP
203
Arax Advisory Partners
Colorado
$449K +$22.9K +612 +5%
AFG
204
Atomi Financial Group
New York
$440K +$26.4K +704 +6%
Ameriprise
205
Ameriprise
Minnesota
$437K +$437K +11,647 New
MCCP
206
Mission Creek Capital Partners
California
$436K +$1.84K +49 +0.4%
CRWM
207
Castle Rock Wealth Management
California
$434K – – –
ASN
208
Advisory Services Network
Georgia
$433K +$154K +4,095 +55%
LFAS
209
Level Four Advisory Services
Texas
$432K +$75.8K +2,022 +21%
1L
210
10Elms LLP
Oklahoma
$425K – – –
RFWA
211
RPg Family Wealth Advisory
Massachusetts
$418K -$16.1K -430 -4%
MIM
212
MTM Investment Management
South Carolina
$417K – – –
William Blair & Company
213
William Blair & Company
Illinois
$414K +$43.1K +1,150 +12%
C
214
Certuity
Florida
$413K +$413K +11,007 New
PMG
215
ProVise Management Group
Florida
$402K – – –
CIG
216
Cascade Investment Group
Colorado
$399K +$4.84K +129 +1%
BA
217
Ballew Advisors
Mississippi
$395K – – –
APP
218
Avantax Planning Partners
Iowa
$395K -$42.2K -1,125 -10%
DFA
219
DHJJ Financial Advisors
Illinois
$390K -$24.2K -645 -6%
PFG
220
Prosperity Financial Group
California
$389K +$6.67K +178 +2%
OC
221
Oppenheimer & Co
New York
$388K -$123K -3,277 -24%
AAS
222
Ameritas Advisory Services
Nebraska
$385K +$162K +4,454 +73%
IA
223
IFG Advisory
Georgia
$384K +$9.71K +259 +3%
Creative Planning
224
Creative Planning
Kansas
$378K +$102K +2,721 +37%
SIA
225
Soltis Investment Advisors
Utah
$377K -$129K -3,450 -26%
7 8
9
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