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First Trust North American Energy Infrastructure Fund
EMLP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
176
Peterson Wealth Advisors
Utah
$411K -$14K -522 -3%
CBFP
177
Cedar Brook Financial Partners
Ohio
$403K +$2.77K +103 +0.7%
MC
178
Moors & Cabot
Massachusetts
$397K +$49.4K +1,835 +14%
BFA
179
Beaumont Financial Advisors
Massachusetts
$395K -$5.67K -211 -1%
EWM
180
Endowment Wealth Management
Wisconsin
$394K -$3.04K -113 -0.8%
DAS
181
Dynamic Advisor Solutions
Arizona
$390K +$4.6K +171 +1%
CAM
182
Cozad Asset Management
Illinois
$389K -$5.24K -195 -1%
RFWA
183
RPg Family Wealth Advisory
Massachusetts
$378K +$126K +4,671 +49%
ACA
184
Aptus Capital Advisors
Alabama
$374K +$301K +11,199 +391%
MPCG
185
Matrix Private Capital Group
New York
$368K – – –
GWS
186
Glassman Wealth Services
Virginia
$367K – – –
FCA
187
FinTrust Capital Advisors
South Carolina
$362K – – –
SAG
188
SageView Advisory Group
California
$345K – – –
CRWM
189
Castle Rock Wealth Management
California
$344K – – –
PFO
190
Pathstone Family Office
New Jersey
$333K – – –
CIG
191
Cascade Investment Group
Colorado
$329K -$2.69K -100 -0.8%
AWE
192
Avidian Wealth Enterprises
Texas
$327K -$6.27M -233,264 -95%
MCCP
193
Mission Creek Capital Partners
California
$326K +$1.53K +57 +0.5%
PMG
194
ProVise Management Group
Florida
$325K -$17.5K -650 -5%
PFGIA
195
Patriot Financial Group Insurance Agency
Massachusetts
$317K – – –
AA
196
Ancora Advisors
Ohio
$313K -$9.65K -359 -3%
WPC
197
Wedmont Private Capital
Pennsylvania
$308K +$3.01K +112 +1%
BA
198
Ballew Advisors
Mississippi
$299K – – –
DAM
199
Derbend Asset Management
Georgia
$298K +$3.04K +113 +1%
PGWM
200
Pitti Group Wealth Management
New York
$297K -$2.69K -100 -0.9%
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8
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