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First Trust North American Energy Infrastructure Fund
EMLP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
276
AE Wealth Management
Kansas
$102K +$101K +2,863 New
GWS
277
Glassman Wealth Services
Virginia
$102K -$55.7K -1,572 -36%
GM
278
GeoWealth Management
Illinois
$91.3K -$195K -5,501 -68%
BTI
279
Blue Trust Inc
Georgia
$80.6K -$20.2K -570 -20%
OSAM
280
O'Shaughnessy Asset Management
Connecticut
$78.8K +$36.5K +1,030 +87%
EB
281
Eastern Bank
Massachusetts
$74.2K – – –
PS
282
Principal Securities
Iowa
$69K -$16.2K -457 -19%
OWP
283
ORG Wealth Partners
Texas
$67.7K -$8.68K -245 -11%
TWM
284
Topsail Wealth Management
North Carolina
$64.2K +$63.8K +1,800 New
GI
285
GAMMA Investing
California
$60.4K – – –
TAM
286
Tucker Asset Management
Colorado
$60.1K -$25.6K -724 -30%
SC
287
Solstein Capital
California
$47K – – –
DRP
288
Decker Retirement Planning
Utah
$46.6K +$46.3K +1,308 New
CHC
289
City Holding Co
West Virginia
$46.3K -$4.11K -116 -8%
WWP
290
WR Wealth Planners
Missouri
$43.2K – – –
BF
291
BOK Financial
Oklahoma
$40.4K – – –
T
292
Transce3nd
Texas
$38.4K +$38.2K +1,077 New
FHA
293
First Horizon Advisors
Tennessee
$36.9K +$36.7K +1,035 New
CA
294
Clearstead Advisors
Ohio
$35.6K – – –
MPWT
295
MassMutual Private Wealth & Trust
Connecticut
$35.6K – – –
PA
296
Parallel Advisors
California
$35.6K – – –
EPIM
297
Evelyn Partners Investment Management
$34K +$33.8K +955 New
BAM
298
Bellevue Asset Management
Washington
$32.9K – – –
DWM
299
Darwin Wealth Management
Florida
$32.2K +$106 +3 +0.3%
GRP
300
Global Retirement Partners
California
$30.6K – – –
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12
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