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First Trust North American Energy Infrastructure Fund

370 hedge funds and large institutions have $2.51B invested in First Trust North American Energy Infrastructure Fund in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 121 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 17

14% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 121

6% more funds holding

Funds holding: 348370 (+22)

1% more capital invested

Capital invested by funds: $2.49B → $2.51B (+$21.7M)

0.12% more ownership

Funds ownership: 76.3%76.41% (+0.12%)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
370
Holders Change
+22
Holders Change %
+6.32%
% of All Funds
4.87%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
43
Increased
138
Reduced
121
Closed
17
Calls
$398K
Puts
Net Calls
+$398K
Net Calls Change
+$163K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$650M +$1.74M +47,488 +0.3%
CIA
2
Capital Investment Advisors
Georgia
$144M +$4.74M +129,664 +3%
AG
3
AlTi Global
New York
$110M -$3.21M -87,648 -3%
GT
4
Glenview Trust
Kentucky
$97.2M +$993K +27,144 +1%
LPL Financial
5
LPL Financial
California
$88.1M +$4.42M +120,834 +5%
CAM
6
Cresset Asset Management
Illinois
$84.7M +$22K +601 +0%
Wells Fargo
7
Wells Fargo
California
$84.4M +$954K +26,086 +1%
WANY
8
Wealthspire Advisors (New York)
New York
$78.8M +$1.17M +31,960 +2%
Bank of America
9
Bank of America
North Carolina
$71.5M +$6.02M +164,425 +9%
CPO
10
Cerity Partners OCIO
New York
$71.1M
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$55.9M +$1.3M +35,657 +2%
UBS Group
12
UBS Group
Switzerland
$51.9M -$2.41M -65,794 -5%
WF
13
Welch & Forbes
Massachusetts
$39.9M -$47.6K -1,302 -0.1%
GIM
14
Glenmede Investment Management
Pennsylvania
$37.3M +$36.3M +993,380 New
LJAC
15
L.J. Altfest & Co
New York
$34.7M -$1.08M -29,557 -3%
DCM
16
Disciplina Capital Management
Tennessee
$33.3M +$9.44M +257,995 +41%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$32.6M -$1.4M -38,173 -4%
Raymond James Financial
18
Raymond James Financial
Florida
$28.7M +$5.21M +142,472 +23%
Mariner
19
Mariner
Kansas
$28.3M +$564K +15,405 +2%
LF
20
Lee Financial
Texas
$27.6M -$1.03M -28,143 -4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$27.1M +$12.6M +345,118 +91%
JIP
22
Jaffetilchin Investment Partners
Florida
$23.8M -$12.8K -350 -0.1%
ABTD
23
Arvest Bank Trust Division
Oklahoma
$19.6M -$225K -6,139 -1%
MWM
24
Modern Wealth Management
Kansas
$19.4M -$215K -5,880 -1%
OPAM
25
Ocean Park Asset Management
California
$18.5M

EMLP Hedge Fund Activity: Q2 2025 in Review

370 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust North American Energy Infrastructure Fund (EMLP) for Q2 2025, worth a combined $2.51B — up 0.87% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EMLP positions and 17 closed out — a net gain of 26 holders — while 138 added to existing stakes and 121 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $12.6M. The largest seller was Comprehensive Wealth Management, exiting entirely with an estimated $40.6M sold.

  • 370 institutional investors held First Trust North American Energy Infrastructure Fund (EMLP) as of Q2 2025, up from 348 in Q1 2025.
  • Funds reported $2.51B of First Trust North American Energy Infrastructure Fund stock for Q2 2025, up 0.87% quarter-over-quarter.
  • 43 funds opened new First Trust North American Energy Infrastructure Fund positions in Q2 2025 and 17 closed out, a net change of +26 holders.
  • The largest First Trust North American Energy Infrastructure Fund buyer in Q2 2025 was Commonwealth Equity Services, an estimated $12.6M added.
  • The largest First Trust North American Energy Infrastructure Fund seller in Q2 2025 was Comprehensive Wealth Management, an estimated $40.6M sold.

Based on aggregated 13F filings for Q2 2025.