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First Trust North American Energy Infrastructure Fund
EMLP

Overview Fund Activity

341 hedge funds and large institutions have $2.48B invested in First Trust North American Energy Infrastructure Fund in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 105 reducing their positions, and 22 closing their positions.

Holders
341
Holders Change
+4
Holders Change %
+1.19%
% of All Funds
4.63%
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
143
Reduced
105
Closed
22
Calls
$239K
Puts
$4K
Net Calls
+$235K
Net Calls Change
+$171K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$648M
2
CPO
2
Cerity Partners OCIO
New York
$71M
3
3F
3
360 Financial
Minnesota
$11.5M
4
LPL Financial
4
LPL Financial
California
$83.5M
5
HPC
5
Hobart Private Capital
North Carolina
$8.91M

Top Sellers

1
AG
1
AlTi Global
New York
$113M
2
FA
2
Forefront Analytics
Pennsylvania
$498K
3
ABTD
3
Arvest Bank Trust Division
Oklahoma
$19.8M
4
JIP
4
Jaffetilchin Investment Partners
Florida
$23.8M
5
CWM
5
Comprehensive Wealth Management
Washington
$40.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$648M 17,288,009 +881,458 +5%
CIA
2
Capital Investment Advisors
Georgia
$139M 3,712,849 +59,476 +2%
AG
3
AlTi Global
New York
$113M 3,019,391 -270,840 -8%
GT
4
Glenview Trust
Kentucky
$96.2M 2,565,371 +43,875 +2%
CAM
5
Cresset Asset Management
Illinois
$84.6M 2,256,786 +104,591 +5%
LPL Financial
6
LPL Financial
California
$83.5M 2,228,326 +230,367 +12%
Wells Fargo
7
Wells Fargo
California
$83.4M 2,225,179 +23,374 +1%
WANY
8
Wealthspire Advisors (New York)
New York
$77.5M 2,067,556 +39,989 +2%
CPO
9
Cerity Partners OCIO
New York
$71M 1,894,186 +611,628 +48%
Bank of America
10
Bank of America
North Carolina
$65.3M 1,741,586 +77,903 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$54.5M 1,453,402 +139,189 +11%
UBS Group
12
UBS Group
Switzerland
$54.3M 1,449,675 -73,185 -5%
CWM
13
Comprehensive Wealth Management
Washington
$40.6M 1,082,526 -81,413 -7%
WF
14
Welch & Forbes
Massachusetts
$39.9M 1,064,865 -11,466 -1%
GT
15
Glenmede Trust
Pennsylvania
$37.9M 1,010,305 -27,123 -3%
LJAC
16
L.J. Altfest & Co
New York
$35.8M 955,526 -7,224 -0.8%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$34M 906,874 +91,538 +11%
LF
18
Lee Financial
Texas
$28.6M 763,885 -4,404 -0.6%
Mariner
19
Mariner
Kansas
$27.7M 740,420 -29,352 -4%
JIP
20
Jaffetilchin Investment Partners
Florida
$23.8M 633,848 -152,586 -19%
DCM
21
Disciplina Capital Management
Tennessee
$23.6M 628,878 +67,871 +12%
Raymond James Financial
22
Raymond James Financial
Florida
$23.3M 621,546 +35,680 +6%
ABTD
23
Arvest Bank Trust Division
Oklahoma
$19.8M 527,562 -190,604 -27%
MWM
24
Modern Wealth Management
Kansas
$19.6M 522,473 -2,671 -0.5%
OPAM
25
Ocean Park Asset Management
California
$18.5M 494,000 – –
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