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First Trust North American Energy Infrastructure Fund
EMLP

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
126
Northwest Wealth Management
Iowa
$516K +$24.3K +997 +5%
SAM
127
SignalPoint Asset Management
Missouri
$504K -$9.95K -409 -2%
DWP
128
Destiny Wealth Partners
Florida
$493K – – –
CCIA
129
Cherry Creek Investment Advisors
Colorado
$483K +$157K +6,446 +46%
AWA
130
ARQ Wealth Advisors
Arizona
$479K +$30.5K +1,252 +7%
RIA
131
Regal Investment Advisors
Michigan
$476K +$6.59K +271 +1%
LNC
132
Lincoln National Corp
Pennsylvania
$464K -$15.6K -643 -3%
PWM
133
PBMares Wealth Management
Virginia
$448K +$40K +1,645 +10%
IWP
134
Icon Wealth Partners
Texas
$445K – – –
UCFA
135
United Capital Financial Advisors
Texas
$437K -$206K -8,478 -31%
AWE
136
Avidian Wealth Enterprises
Texas
$435K +$74.4K +3,057 +20%
TLP
137
Trinity Legacy Partners
Texas
$427K – – –
AIM
138
Aspen Investment Management
Michigan
$424K -$2.43K -100 -0.6%
HW
139
Hancock Whitney
Mississippi
$415K -$1.76M -72,282 -80%
CBFP
140
Cedar Brook Financial Partners
Ohio
$407K +$2.85K +117 +0.7%
DFA
141
DHJJ Financial Advisors
Illinois
$401K – – –
GFP
142
Gryphon Financial Partners
Ohio
$398K -$126K -5,189 -24%
STB
143
S&T Bank
Pennsylvania
$398K – – –
CA
144
Claro Advisors
Massachusetts
$398K +$3.38K +139 +0.8%
OIA
145
OneDigital Investment Advisors
Kansas
$395K -$21.2K -870 -5%
EH
146
Equitable Holdings
New York
$391K – – –
BFA
147
Beaumont Financial Advisors
Massachusetts
$382K +$2.56K +105 +0.7%
PMG
148
ProVise Management Group
Florida
$368K – – –
BA
149
Ballew Advisors
Mississippi
$363K -$4.7K -193 -1%
IWC
150
Integrated Wealth Concepts
Massachusetts
$358K +$368K +15,134 New
4 5
6
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