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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

281 hedge funds and large institutions have $1.82B invested in First Trust North American Energy Infrastructure Fund in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 98 reducing their positions, and 14 closing their positions.

Holders
281
Holders Change
+10
Holders Change %
+3.69%
% of All Funds
4.86%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
27
Increased
100
Reduced
98
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$17.5M
2
CIA
2
Capital Investment Advisors
Georgia
$75.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$371M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$133M
5
TA
5
Tiedemann Advisors
New York
$128M

Top Sellers

1
PWPCM
1
Perella Weinberg Partners Capital Management
New York
$109M
2
Bank of America
2
Bank of America
North Carolina
$63M
3
CAM
3
Cresset Asset Management
Illinois
$73.2M
4
Stifel Financial
4
Stifel Financial
Missouri
$13.8M
5
Wells Fargo
5
Wells Fargo
California
$55.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$371M 14,895,734 +301,414 +2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$133M 5,330,602 +252,631 +5%
TA
3
Tiedemann Advisors
New York
$128M 5,155,621 +230,728 +5%
PWPCM
4
Perella Weinberg Partners Capital Management
New York
$109M 4,395,093 -344,138 -7%
CIA
5
Capital Investment Advisors
Georgia
$75.7M 3,040,718 +339,556 +13%
CAM
6
Cresset Asset Management
Illinois
$73.2M 2,942,581 -250,578 -8%
Bank of America
7
Bank of America
North Carolina
$63M 2,533,742 -320,248 -11%
Wells Fargo
8
Wells Fargo
California
$55.6M 2,234,407 -116,847 -5%
GT
9
Glenview Trust
Kentucky
$53.3M 2,143,278 +3,962 +0.2%
WANY
10
Wealthspire Advisors (New York)
New York
$48.8M 1,960,217 +22,323 +1%
UBS Group
11
UBS Group
Switzerland
$43.8M 1,759,026 +56,588 +3%
LPL Financial
12
LPL Financial
California
$38M 1,525,630 +151,384 +11%
WF
13
Welch & Forbes
Massachusetts
$29.1M 1,168,345 -13,488 -1%
GT
14
Glenmede Trust
Pennsylvania
$29M 1,164,200 -92,333 -7%
LJAC
15
L.J. Altfest & Co
New York
$27.4M 1,099,999 -10,997 -1%
LF
16
Lee Financial
Texas
$22.2M 892,753 +31,787 +4%
AT
17
Arvest Trust
Oklahoma
$21.7M 872,095 +36,491 +4%
Mariner
18
Mariner
Kansas
$21M 845,225 -29,828 -3%
FCIM
19
Fairview Capital Investment Management
California
$20.7M 830,413 -4,273 -0.5%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$17.5M 703,029 +498,982 +245%
CA
21
Crumly & Associates
Illinois
$15.2M 612,462 +65,224 +12%
Stifel Financial
22
Stifel Financial
Missouri
$13.8M 555,967 -119,426 -18%
UB
23
UMB Bank
Missouri
$13.7M 550,706 -29,584 -5%
AAS
24
Avantax Advisory Services
Texas
$12.1M 485,347 +5,321 +1%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$11.6M 466,867 +14,124 +3%
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