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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

271 hedge funds and large institutions have $1.85B invested in First Trust North American Energy Infrastructure Fund in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 96 reducing their positions, and 22 closing their positions.

Holders
271
Holders Change
–
Holders Change %
0%
% of All Funds
4.58%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.24%
New
25
Increased
98
Reduced
96
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWPCM
1
Perella Weinberg Partners Capital Management
New York
$122M
2
TA
2
Tiedemann Advisors
New York
$127M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$131M
4
WANY
4
Wealthspire Advisors (New York)
New York
$49.9M
5
UBS Group
5
UBS Group
Switzerland
$43.8M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$8.88M
2
Bank of America
2
Bank of America
North Carolina
$73.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$376M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$303K
5
RJA
5
Raymond James & Associates
Florida
$7.91M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$376M 14,594,320 -413,146 -3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$131M 5,077,971 +762,452 +18%
TA
3
Tiedemann Advisors
New York
$127M 4,924,893 +1,219,843 +33%
PWPCM
4
Perella Weinberg Partners Capital Management
New York
$122M 4,739,231 +4,590,247 +3,081%
CAM
5
Cresset Asset Management
Illinois
$82.2M 3,193,159 +5,423 +0.2%
Bank of America
6
Bank of America
North Carolina
$73.5M 2,853,990 -515,748 -15%
CIA
7
Capital Investment Advisors
Georgia
$69.5M 2,701,162 +79,464 +3%
Wells Fargo
8
Wells Fargo
California
$60.5M 2,351,254 +28,671 +1%
GT
9
Glenview Trust
Kentucky
$55.1M 2,139,316 +55,212 +3%
WANY
10
Wealthspire Advisors (New York)
New York
$49.9M 1,937,894 +365,950 +23%
UBS Group
11
UBS Group
Switzerland
$43.8M 1,702,438 +242,000 +17%
LPL Financial
12
LPL Financial
California
$35.4M 1,374,246 +59,566 +5%
GT
13
Glenmede Trust
Pennsylvania
$32.3M 1,256,533 -40,946 -3%
WF
14
Welch & Forbes
Massachusetts
$30.4M 1,181,833 -19,550 -2%
LJAC
15
L.J. Altfest & Co
New York
$28.6M 1,110,996 -41,328 -4%
Mariner
16
Mariner
Kansas
$22.5M 875,053 -42,847 -5%
LF
17
Lee Financial
Texas
$22.2M 860,966 +98,305 +13%
AT
18
Arvest Trust
Oklahoma
$21.5M 835,604 -89,183 -10%
FCIM
19
Fairview Capital Investment Management
California
$21.5M 834,686 -3,450 -0.4%
Stifel Financial
20
Stifel Financial
Missouri
$17.4M 675,393 +215,014 +47%
UB
21
UMB Bank
Missouri
$14.9M 580,290 -4,635 -0.8%
CA
22
Crumly & Associates
Illinois
$14.1M 547,238 +225,427 +70%
AAS
23
Avantax Advisory Services
Texas
$12.4M 480,026 +160 +0%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$11.8M 459,309 +10,213 +2%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$11.7M 452,743 +30,919 +7%
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