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First Trust North American Energy Infrastructure Fund
EMLP

Name Holding Trade Value Shares
Change 		Change in
Stake
C
301
Covestor
United Kingdom
$1K – – –
HCP
302
Hexagon Capital Partners
Arkansas
$400 – – –
WIM
303
WealthPlan Investment Management
Nebraska
– -$4.7M -173,294 Closed
GIA
304
Gladstone Institutional Advisory
Florida
– -$1.4M -56,320 Closed
GVAG
305
Great Valley Advisor Group
Delaware
– -$1.31M -52,672 Closed
OFS
306
OneAscent Financial Services
Alabama
– -$913K -36,702 Closed
ACG
307
Allen Capital Group
Nebraska
– -$903K -36,288 Closed
SWM
308
SFG Wealth Management
Maryland
– -$429K -17,236 Closed
KCM
309
Karp Capital Management
California
– -$314K -12,603 Closed
SWP
310
Stratos Wealth Partners
Ohio
– -$285K -11,471 Closed
HW
311
Hamilton Wealth
California
– -$270K -10,848 Closed
WMS
312
Wealth Management Solutions
Pennsylvania
– -$260K -10,468 Closed
CWM
313
Curi Wealth Management
North Carolina
– -$240K -9,646 Closed
CWM
314
Castle Wealth Management
Florida
– -$209K -8,412 Closed
KAM
315
KEB Asset Management
Illinois
– -$205K -8,235 Closed
OPW
316
Oxler Private Wealth
New York
– -$53.9K -556 Closed
HGERS
317
Householder Group Estate & Retirement Specialist
Arizona
– -$11K -458 Closed
M1FG
318
Mach-1 Financial Group
Arkansas
– -$4K -200 Closed
MWM
319
Mascoma Wealth Management
New Hampshire
– -$5K -182 Closed
FWM
320
Focused Wealth Management
New York
– -$3K -132 Closed
CTC
321
Central Trust Company
Missouri
– -$2K -69 Closed
9 10 11 12
13