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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

337 hedge funds and large institutions have $2.27B invested in First Trust North American Energy Infrastructure Fund in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 103 reducing their positions, and 17 closing their positions.

Holders
337
Holders Change
+26
Holders Change %
+8.36%
% of All Funds
4.49%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
51
Increased
140
Reduced
103
Closed
17
Calls
$64K
Puts
–
Net Calls
+$64K
Net Calls Change
+$48K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$20.9M
2
MWM
2
Modern Wealth Management
Kansas
$18.7M
3
OPAM
3
Ocean Park Asset Management
California
$17.6M
4
CAM
4
Cresset Asset Management
Illinois
$76.7M
5
IAA
5
Independent Advisor Alliance
North Carolina
$2.7M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$227K
2
AG
2
AlTi Global
New York
$117M
3
UB
3
UMB Bank
Missouri
$12.2M
4
CWM
4
Comprehensive Wealth Management
Washington
$41.5M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$3.08M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$585M 16,406,551 +21,546 +0.1%
CIA
2
Capital Investment Advisors
Georgia
$130M 3,653,373 +66,614 +2%
AG
3
AlTi Global
New York
$117M 3,290,231 -173,720 -5%
GT
4
Glenview Trust
Kentucky
$89.9M 2,521,496 +18,670 +0.7%
Wells Fargo
5
Wells Fargo
California
$78.5M 2,201,805 -36,702 -2%
CAM
6
Cresset Asset Management
Illinois
$76.7M 2,152,195 +103,686 +5%
WANY
7
Wealthspire Advisors (New York)
New York
$72.3M 2,027,567 +64,349 +3%
LPL Financial
8
LPL Financial
California
$71.2M 1,997,959 +15,415 +0.8%
Bank of America
9
Bank of America
North Carolina
$59.3M 1,663,683 -10,761 -0.6%
UBS Group
10
UBS Group
Switzerland
$54.3M 1,522,860 +58,182 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$46.9M 1,314,213 +1,191 +0.1%
CPO
12
Cerity Partners OCIO
New York
$45.7M 1,282,558 – –
CWM
13
Comprehensive Wealth Management
Washington
$41.5M 1,163,939 -79,103 -6%
WF
14
Welch & Forbes
Massachusetts
$38.4M 1,076,331 -20,198 -2%
GT
15
Glenmede Trust
Pennsylvania
$37M 1,037,428 -35,614 -3%
LJAC
16
L.J. Altfest & Co
New York
$34.3M 962,750 -13,212 -1%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$29.1M 815,336 -11,600 -1%
JIP
18
Jaffetilchin Investment Partners
Florida
$28M 786,434 +11,420 +1%
Mariner
19
Mariner
Kansas
$27.4M 769,772 -36,091 -4%
LF
20
Lee Financial
Texas
$27.4M 768,289 +11,788 +2%
ABTD
21
Arvest Bank Trust Division
Oklahoma
$25.6M 718,166 -632 -0.1%
Raymond James Financial
22
Raymond James Financial
Florida
$20.9M 585,866 +585,866 New
DCM
23
Disciplina Capital Management
Tennessee
$20M 561,007 +7,762 +1%
MWM
24
Modern Wealth Management
Kansas
$18.7M 525,144 +525,144 New
OPAM
25
Ocean Park Asset Management
California
$17.6M 494,000 +494,000 New
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