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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

300 hedge funds and large institutions have $1.93B invested in First Trust North American Energy Infrastructure Fund in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 102 reducing their positions, and 20 closing their positions.

Holders
300
Holders Change
+19
Holders Change %
+6.76%
% of All Funds
4.84%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
44
Increased
110
Reduced
102
Closed
20
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
+$1.08M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$414M
2
TA
2
Tiedemann Advisors
New York
$145M
3
UBS Group
3
UBS Group
Switzerland
$54.3M
4
LPL Financial
4
LPL Financial
California
$46.7M
5
Wells Fargo
5
Wells Fargo
California
$64.3M

Top Sellers

1
PWPCM
1
Perella Weinberg Partners Capital Management
New York
$64.4M
2
Bank of America
2
Bank of America
North Carolina
$60.3M
3
CA
3
Crumly & Associates
Illinois
$9.93M
4
WIM
4
WealthPlan Investment Management
Nebraska
$0
5
FA
5
FDx Advisors
Illinois
$4.57M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$414M 15,500,985 +605,251 +4%
TA
2
Tiedemann Advisors
New York
$145M 5,445,867 +290,246 +6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$145M 5,425,408 +94,806 +2%
CIA
4
Capital Investment Advisors
Georgia
$84.7M 3,173,883 +133,165 +4%
CAM
5
Cresset Asset Management
Illinois
$75.8M 2,840,908 -101,673 -3%
PWPCM
6
Perella Weinberg Partners Capital Management
New York
$64.4M 2,412,677 -1,982,416 -45%
Wells Fargo
7
Wells Fargo
California
$64.3M 2,408,735 +174,328 +8%
Bank of America
8
Bank of America
North Carolina
$60.3M 2,259,913 -273,829 -11%
GT
9
Glenview Trust
Kentucky
$57.2M 2,143,249 -29 -0%
UBS Group
10
UBS Group
Switzerland
$54.3M 2,032,919 +273,893 +16%
WANY
11
Wealthspire Advisors (New York)
New York
$51.1M 1,914,079 -46,138 -2%
LPL Financial
12
LPL Financial
California
$46.7M 1,748,842 +223,212 +15%
WF
13
Welch & Forbes
Massachusetts
$31.2M 1,170,573 +2,228 +0.2%
GT
14
Glenmede Trust
Pennsylvania
$31.2M 1,167,494 +3,294 +0.3%
LJAC
15
L.J. Altfest & Co
New York
$28.4M 1,064,679 -35,320 -3%
LF
16
Lee Financial
Texas
$24.1M 901,229 +8,476 +0.9%
AT
17
Arvest Trust
Oklahoma
$23.6M 884,426 +12,331 +1%
Mariner
18
Mariner
Kansas
$22.9M 858,056 +12,831 +2%
FCIM
19
Fairview Capital Investment Management
California
$22.3M 834,543 +4,130 +0.5%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$19.4M 727,810 +24,781 +4%
Stifel Financial
21
Stifel Financial
Missouri
$16.4M 614,618 +58,651 +11%
UB
22
UMB Bank
Missouri
$14.5M 544,304 -6,402 -1%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$13.6M 509,309 +42,442 +9%
AAS
24
Avantax Advisory Services
Texas
$13.3M 499,974 +14,627 +3%
BRWA
25
B. Riley Wealth Advisors
Florida
$12.6M 470,316 +73,061 +18%
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