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First Trust North American Energy Infrastructure Fund
EMLP

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
151
Credit Suisse
Switzerland
$436K +$425K +17,100 New
PFS
152
Prospera Financial Services
Texas
$431K -$6.87K -276 -2%
SFG
153
StrategIQ Financial Group
Indiana
$428K +$187K +7,515 +81%
1IA
154
1834 Investment Advisors
Wisconsin
$422K +$105K +4,225 +34%
RIA
155
Regal Investment Advisors
Michigan
$419K +$6.22K +250 +2%
AIM
156
Aspen Investment Management
Michigan
$407K +$24.9K +1,000 +7%
AW
157
ACG Wealth
Georgia
$395K +$386K +15,512 New
IFWM
158
Institute for Wealth Management
Colorado
$385K -$48.9K -1,966 -12%
ACA
159
Aptus Capital Advisors
Alabama
$382K +$384K +15,431 New
BWCS
160
Beirne Wealth Consulting Services
Connecticut
$381K -$2.6M -104,421 -87%
V
161
Veritable
Delaware
$369K -$1.15M -46,384 -76%
MCCP
162
Mission Creek Capital Partners
California
$365K +$356K +14,330 New
BA
163
Ballew Advisors
Mississippi
$364K +$473 +19 +0.1%
GWM
164
Geneos Wealth Management
Colorado
$360K +$149 +6 +0%
CA
165
Cetera Advisors
Colorado
$353K +$78.3K +3,149 +29%
KA
166
Klingman & Associates
New York
$349K – – –
LNC
167
Lincoln National Corp
Pennsylvania
$345K +$8.31K +334 +3%
MC
168
Moors & Cabot
Massachusetts
$343K +$970 +39 +0.3%
SS
169
Sunbelt Securities
Texas
$330K +$522 +21 +0.2%
FTIOP
170
Fiduciary Trust International of Pennsylvania
Pennsylvania
$330K +$322K +12,960 New
LFAS
171
Level Four Advisory Services
Texas
$329K +$50.5K +2,031 +19%
AWM
172
Avitas Wealth Management
California
$325K -$2.94K -118 -0.9%
FAIM
173
Financial Advocates Investment Management
Washington
$323K +$14K +564 +5%
APWM
174
Atlas Private Wealth Management
New York
$313K +$305K +12,265 New
SSWM
175
Sheets Smith Wealth Management
North Carolina
$307K +$54.8K +2,203 +22%
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7
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