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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

284 hedge funds and large institutions have $1.85B invested in First Trust North American Energy Infrastructure Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 106 increasing their positions, 113 reducing their positions, and 26 closing their positions.

Holders
284
Holders Change
-16
Holders Change %
-5.33%
% of All Funds
4.55%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
17
Increased
106
Reduced
113
Closed
26
Calls
$27K
Puts
–
Net Calls
+$27K
Net Calls Change
-$1.06M

Top Buyers

1
PWPCM
1
Perella Weinberg Partners Capital Management
New York
$103M
2
Morgan Stanley
2
Morgan Stanley
New York
$424M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$4.06M
4
OMC
4
Old Mission Capital
Illinois
$5.81M
5
CIA
5
Capital Investment Advisors
Georgia
$88M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$61.8M
2
TA
2
Tiedemann Advisors
New York
$123M
3
Bank of America
3
Bank of America
North Carolina
$53.4M
4
AWE
4
Avidian Wealth Enterprises
Texas
$327K
5
Stifel Financial
5
Stifel Financial
Missouri
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$424M 15,919,030 +418,045 +3%
TA
2
Tiedemann Advisors
New York
$123M 4,610,263 -835,604 -15%
PWPCM
3
Perella Weinberg Partners Capital Management
New York
$103M 3,884,915 +1,472,238 +61%
CIA
4
Capital Investment Advisors
Georgia
$88M 3,305,518 +131,635 +4%
CAM
5
Cresset Asset Management
Illinois
$70.3M 2,638,038 -202,870 -7%
Wells Fargo
6
Wells Fargo
California
$67.3M 2,525,661 +116,926 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$61.8M 2,319,308 -3,106,100 -57%
GT
8
Glenview Trust
Kentucky
$58.4M 2,193,359 +50,110 +2%
Bank of America
9
Bank of America
North Carolina
$53.4M 2,003,922 -255,991 -11%
WANY
10
Wealthspire Advisors (New York)
New York
$51.5M 1,935,518 +21,439 +1%
UBS Group
11
UBS Group
Switzerland
$50.1M 1,880,347 -152,572 -8%
LPL Financial
12
LPL Financial
California
$46.1M 1,730,558 -18,284 -1%
WF
13
Welch & Forbes
Massachusetts
$31M 1,162,767 -7,806 -0.7%
GT
14
Glenmede Trust
Pennsylvania
$29.7M 1,116,019 -51,475 -4%
LJAC
15
L.J. Altfest & Co
New York
$28.7M 1,078,290 +13,611 +1%
AT
16
Arvest Trust
Oklahoma
$23.9M 897,524 +13,098 +1%
LF
17
Lee Financial
Texas
$23.6M 884,913 -16,316 -2%
Mariner
18
Mariner
Kansas
$23.1M 869,067 +11,011 +1%
FCIM
19
Fairview Capital Investment Management
California
$20.9M 786,098 -48,445 -6%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$20.9M 784,880 +57,070 +8%
UB
21
UMB Bank
Missouri
$15.2M 569,407 +25,103 +5%
AAS
22
Avantax Advisory Services
Texas
$13.8M 518,130 +18,156 +4%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$13.7M 512,791 +3,482 +0.7%
DCM
24
Disciplina Capital Management
Tennessee
$12.6M 473,905 +84,161 +22%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$12.3M 460,811 +4,904 +1%
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