EMLP icon

First Trust North American Energy Infrastructure Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$115K – – –
CA
252
Clearstead Advisors
Ohio
$109K +$28.5K +1,074 +36%
CAS
253
Coppell Advisory Solutions
Texas
$104K +$103K +3,878 New
CASC
254
Coppell Advisory Solutions Corp
Texas
$104K +$103K +3,878 New
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$83K – – –
ACA
256
Aptus Capital Advisors
Alabama
$76.4K – – –
USCWA
257
U.S. Capital Wealth Advisors
Texas
$68.9K +$68.6K +2,583 New
GWANC
258
Guardian Wealth Advisors (North Carolina)
North Carolina
$64.1K +$63.8K +2,400 New
BCM
259
Birch Capital Management
Texas
$59.5K +$29.5K +1,110 +99%
OIS
260
Okabena Investment Services
Minnesota
$59K – – –
PFO
261
Pathstone Family Office
New Jersey
$58K – – –
BTI
262
Blue Trust Inc
Georgia
$56K – – –
TAM
263
Tucker Asset Management
Colorado
$49.9K +$3.64K +137 +8%
RCM
264
Raleigh Capital Management
North Carolina
$44.2K -$1.67K -63 -4%
AWM
265
Accurate Wealth Management
Florida
$43.5K +$42.5K +1,601 New
SC
266
Solstein Capital
California
$35.2K – – –
BEI
267
Benjamin Edwards Inc
Missouri
$34K – – –
WWP
268
WR Wealth Planners
Missouri
$32.3K – – –
OC
269
Oakworth Capital
Alabama
$30.7K – – –
TSWM
270
Tyler-Stone Wealth Management
Ohio
$29K +$11K +415 +60%
STCOSD
271
Sageworth Trust Company of South Dakota
South Dakota
$28K – – –
GRP
272
Global Retirement Partners
California
$26.1K +$8.21K +309 +46%
BAM
273
Bellevue Asset Management
Washington
$24.4K – – –
KC
274
Kenfarb & Co
Kentucky
$21K – – –
POIA
275
Pin Oak Investment Advisors
Texas
$18K – – –