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First Trust North American Energy Infrastructure Fund

348 hedge funds and large institutions have $2.49B invested in First Trust North American Energy Infrastructure Fund in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 109 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,875% more call options, than puts

Call options by funds: $239K | Put options by funds: $4K

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

33% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 109

10% more capital invested

Capital invested by funds: $2.27B → $2.49B (+$218M)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

2% more funds holding

Funds holding: 341348 (+7)

0.43% less ownership

Funds ownership: 76.72%76.3% (-0.43%)

Holders
348
Holders Change
+7
Holders Change %
+2.05%
% of All Funds
4.67%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.19%
New
34
Increased
145
Reduced
109
Closed
21
Calls
$239K
Puts
$4K
Net Calls
+$235K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$648M +$32.6M +881,458 +5%
CIA
2
Capital Investment Advisors
Georgia
$139M +$2.2M +59,476 +2%
AG
3
AlTi Global
New York
$113M -$10M -270,840 -8%
GT
4
Glenview Trust
Kentucky
$96.2M +$1.62M +43,875 +2%
CAM
5
Cresset Asset Management
Illinois
$84.6M +$3.87M +104,591 +5%
LPL Financial
6
LPL Financial
California
$83.5M +$8.52M +230,367 +12%
Wells Fargo
7
Wells Fargo
California
$83.4M +$865K +23,374 +1%
WANY
8
Wealthspire Advisors (New York)
New York
$77.5M +$1.48M +39,989 +2%
CPO
9
Cerity Partners OCIO
New York
$71M +$22.6M +611,628 +48%
Bank of America
10
Bank of America
North Carolina
$65.3M +$2.88M +77,903 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$54.5M +$5.15M +139,189 +11%
UBS Group
12
UBS Group
Switzerland
$54.3M -$2.71M -73,185 -5%
CWM
13
Comprehensive Wealth Management
Washington
$40.6M -$3.01M -81,413 -7%
WF
14
Welch & Forbes
Massachusetts
$39.9M -$424K -11,466 -1%
GT
15
Glenmede Trust
Pennsylvania
$37.9M -$1M -27,123 -3%
LJAC
16
L.J. Altfest & Co
New York
$35.8M -$267K -7,224 -0.8%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$34M +$3.39M +91,538 +11%
LF
18
Lee Financial
Texas
$28.6M -$163K -4,404 -0.6%
Mariner
19
Mariner
Kansas
$27.7M -$1.09M -29,352 -4%
JIP
20
Jaffetilchin Investment Partners
Florida
$23.8M -$5.65M -152,586 -19%
DCM
21
Disciplina Capital Management
Tennessee
$23.6M +$2.51M +67,871 +12%
Raymond James Financial
22
Raymond James Financial
Florida
$23.3M +$1.32M +35,680 +6%
ABTD
23
Arvest Bank Trust Division
Oklahoma
$19.8M -$7.05M -190,604 -27%
MWM
24
Modern Wealth Management
Kansas
$19.6M -$98.8K -2,671 -0.5%
OPAM
25
Ocean Park Asset Management
California
$18.5M

EMLP Hedge Fund Activity: Q1 2025 in Review

348 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q1 2025, worth a combined $2.49B — up 9.6% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EMLP positions and 21 closed out — a net gain of 13 holders — while 145 added to existing stakes and 109 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.6M. The largest seller was AlTi Global, cutting an estimated $10M.

  • 348 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q1 2025, up from 341 in Q4 2024.
  • Funds reported $2.49B of First Trust North American Energy Infrastructure Fund stock for Q1 2025, up 9.6% quarter-over-quarter.
  • 34 funds opened new First Trust North American Energy Infrastructure Fund positions in Q1 2025 and 21 closed out, a net change of +13 holders.
  • The largest First Trust North American Energy Infrastructure Fund buyer in Q1 2025 was Morgan Stanley, an estimated $32.6M added.
  • The largest First Trust North American Energy Infrastructure Fund seller in Q1 2025 was AlTi Global, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2025.