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First Trust North American Energy Infrastructure Fund (EMLP) Institutional Ownership

First Trust North American Energy Infrastructure Fund logo
$36.79 -0.55 (-1.47%)
Closing price 01/31/2025 04:10 PM Eastern
Extended Trading
$36.79 0.00 (0.00%)
As of 01/31/2025 05:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for First Trust North American Energy Infrastructure Fund (NYSEARCA:EMLP)

Number of
Institutional Buyers
(last 12 months)
125
Total
Institutional Inflows
(last 12 months)
$196.77M
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$148.48M
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EMLP Institutional Buying and Selling by Quarter

First Trust North American Energy Infrastructure Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/31/2025Atria Wealth Solutions Inc.45,322$1.62M0.0%+1.7%0.055%
1/31/2025Truist Financial Corp26,089$930K0.0%-1.2%0.032%
1/31/2025Sanctuary Advisors LLC78,567$2.93M0.0%+0.7%0.096%
1/30/2025 Lee Financial Co768,289$27.39M3.8%+1.6%0.937%
1/30/2025 Tcfg Wealth Management LLC24,286$866K0.4%+2.3%0.030%
1/30/2025 Principal Securities Inc.1,935$69K0.0%-19.1%0.002%
1/30/2025 Puff Wealth Management LLC66,520$2.37M3.9%N/A0.081%
1/30/2025 Blue Trust Inc.2,260$81K0.0%-20.1%0.003%
1/30/2025 DHJJ Financial Advisors Ltd.11,037$393K0.2%-16.2%0.013%
1/30/2025 G&S Capital LLC20,967$747K0.3%+8.3%0.026%
1/29/2025 Beacon Financial Group143,191$5.11M0.5%-1.5%0.175%
1/29/2025 New Republic Capital LLC78,713$2.81M1.8%-25.6%0.096%
1/29/2025 Sovran Advisors LLC19,626$717K0.1%N/A0.024%
1/29/2025 Summit Trail Advisors LLC61,712$2.20M0.1%+134.5%0.075%
1/29/2025 Focus Financial Network Inc.87,385$3.12M0.1%+8.5%0.107%
1/29/2025 Ocean Park Asset Management LLC494,000$17.61M0.6%N/A0.602%
1/29/2025 Savant Capital LLC73,991$2.64M0.0%-9.7%0.090%
1/29/2025 Wagner Wealth Management LLC32,599$1.16M0.3%+19.0%0.040%
1/28/2025 Kestra Private Wealth Services LLC174,718$6.23M0.1%+8.2%0.213%
1/28/2025 Stephens Inc. AR17,845$636K0.0%-15.1%0.022%
1/28/2025 Hobart Private Capital LLC46,492$1.66M0.4%+8.2%0.057%
1/28/2025 Kingsview Wealth Management LLC71,787$2.56M0.0%+6.5%0.088%
1/28/2025 Appleton Partners Inc. MA129,231$4.61M0.3%-4.6%0.158%
1/28/2025 Keystone Financial Group Inc.63,670$2.27M1.8%N/A0.078%
1/28/2025 Tandem Financial LLC25,538$910K1.0%N/A0.031%
1/27/2025 Silver Oak Securities Incorporated11,240$400K0.0%+11.3%0.014%
1/27/2025 Choreo LLC10,940$391K0.0%-15.8%0.013%
1/27/2025 Mather Group LLC.14,622$521K0.0%-23.7%0.018%
1/24/2025 PBMares Wealth Management LLC17,536$625K0.1%-2.6%0.021%
1/24/2025 Chicago Partners Investment Group LLC116,928$4.23M0.1%-1.4%0.143%
1/23/2025 Great Diamond Partners LLC31,972$1.14M0.3%-1.7%0.039%
1/23/2025 Gateway Wealth Partners LLC17,611$628K0.2%+7.1%0.021%
1/23/2025 Barry Investment Advisors LLC417,995$14.90M4.8%+2.3%0.510%
1/22/2025 Patriot Financial Group Insurance Agency LLC6,900$246K0.0%-4.3%0.008%
1/22/2025 Landmark Wealth Management LLC60,962$2.17M1.0%-7.2%0.074%
1/21/2025 First Citizens Bank & Trust Co.9,721$347K0.0%+59.9%0.012%
1/21/2025 PCG Wealth Advisors LLC52,319$1.87M0.7%-1.9%0.064%
1/21/2025 Encompass More Asset Management56,898$2.03M0.7%N/A0.069%
1/17/2025 Peterson Wealth Advisors LLC7,853$283K0.1%-13.5%0.010%
1/17/2025 Janney Montgomery Scott LLC78,704$2.81M0.0%+11.7%0.096%
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1/17/2025 Daymark Wealth Partners LLC126,115$4.50M0.1%+9.1%0.154%
1/17/2025 Atomi Financial Group Inc.11,020$393K0.0%+47.5%0.013%
1/16/2025 Colorado Capital Management Inc.23,885$852K0.4%-21.5%0.029%
1/16/2025 UMB Bank n.a.341,082$12.16M0.2%-21.4%0.416%
1/16/2025 Cambridge Advisors Inc.42,988$1.53M0.3%+49.6%0.052%
1/15/2025 Ameritas Advisory Services LLC6,104$218K0.0%-10.2%0.007%
1/15/2025 Merit Financial Group LLC7,880$281K0.0%N/A0.010%
1/15/2025 Walker Asset Management LLC43,824$1.56M1.0%-5.4%0.053%
1/15/2025 Decker Retirement Planning Inc.1,308$47K0.0%N/A0.002%
1/15/2025 Kraematon Investment Advisors Inc.25,377$905K0.9%-2.4%0.031%
1/13/2025 Elevated Capital Advisors LLC56,225$2.00M0.5%-4.8%0.069%
1/13/2025 Wedmont Private Capital24,116$864K0.0%+99.7%0.029%
1/13/2025 Capital Investment Advisors LLC3,653,373$130.24M2.7%+1.9%4.455%
1/10/2025 HBW Advisory Services LLC107,717$3.84M0.5%+0.9%0.131%
1/8/2025 International Assets Investment Management LLC6,341$227K0.0%-97.0%0.008%
12/26/2024JPMorgan Chase & Co.321,114$10.79M0.0%-7.3%0.392%
12/13/2024B. Riley Wealth Advisors Inc.142,680$4.82M0.1%-0.5%0.174%
11/27/2024Franklin Resources Inc.4,234$146K0.0%+422.7%0.005%
11/25/2024Arvest Bank Trust Division718,798$24.15M1.4%N/A0.876%
11/25/2024Sanctuary Advisors LLC77,986$2.62M0.0%-7.8%0.095%
11/22/2024Fulcrum Equity Management34,987$1.18M1.0%N/A0.043%
11/15/2024Continuum Advisory LLC46,348$1.65M0.2%+52.0%0.057%
11/15/2024Glass Jacobson Investment Advisors llc65,592$2.20M0.7%-2.5%0.080%
11/15/2024MML Investors Services LLC121,376$4.08M0.0%-7.3%0.148%
11/15/2024Orion Portfolio Solutions LLC54,774$1.84M0.0%-3.1%0.067%
11/15/2024Jane Street Group LLC18,850$633K0.0%-79.3%0.023%
11/15/2024Kovitz Investment Group Partners LLC13,480$453K0.0%+32.7%0.016%
11/15/2024Stifel Financial Corp164,760$5.54M0.0%+0.6%0.201%
11/15/2024HighTower Advisors LLC217,690$7.32M0.0%-1.6%0.265%
11/15/2024Benjamin Edwards Inc.56,362$1.89M0.0%+5,000.6%0.069%
11/14/2024Captrust Financial Advisors142,262$4.78M0.0%-5.9%0.173%
11/14/2024Rockefeller Capital Management L.P.826,936$27.79M0.1%+0.2%1.008%
11/14/2024RPg Family Wealth Advisory LLC11,378$382K0.1%-4.7%0.014%
11/13/2024Glenmede Trust Co. NA1,073,042$36.05M0.2%-1.1%1.308%
11/13/2024D.A. Davidson & CO.83,385$2.80M0.0%+1.3%0.102%
11/13/2024Private Trust Co. NA7,112$239K0.0%-9.6%0.009%
11/13/2024Hancock Whitney Corp37,838$1.27M0.0%-8.9%0.046%
11/13/2024Prosperity Financial Group Inc.9,655$324K0.2%+4.8%0.012%
11/12/2024 Summit Trail Advisors LLC26,319$884K0.0%N/A0.032%
11/12/2024 Kingsview Wealth Management LLC67,431$2.27M0.0%+2.3%0.082%
11/12/2024Great Valley Advisor Group Inc.8,749$294K0.0%+21.0%0.011%
11/12/2024Flagstar Advisors Inc.175,985$5.91M1.5%+6.5%0.215%
11/12/2024Icon Wealth Advisors LLC1,795$60K0.0%-95.3%0.002%
11/12/2024Cerity Partners OCIO LLC1,282,558$43.09M3.5%-4.9%1.564%
11/12/2024Investors Research Corp28,032$942K0.2%-63.1%0.034%
11/8/2024Moors & Cabot Inc.14,990$504K0.0%+34.8%0.018%
11/8/2024Darwin Wealth Management LLC899$30K0.0%N/A0.001%
11/8/2024 Prospera Private Wealth LLC815$27K0.0%N/A0.001%
11/8/2024Prospera Financial Services Inc88,303$2.97M0.1%+0.7%0.108%
11/6/2024Comprehensive Wealth Management LLC1,243,042$41.77M27.2%-9.2%1.516%
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11/6/2024Endowment Wealth Management Inc.6,808$229K0.2%-15.9%0.008%
11/6/2024Main Street Financial Solutions LLC20,482$688K0.1%-2.6%0.025%
11/6/2024Kovack Advisors Inc.22,186$745K0.1%-5.3%0.027%
11/6/2024Oppenheimer & Co. Inc.10,656$358K0.0%-15.2%0.013%
11/5/2024First Heartland Consultants Inc.6,901$232K0.0%-27.4%0.008%
11/5/2024Ashton Thomas Private Wealth LLC213,026$7.16M0.4%-7.8%0.260%
11/5/2024 Apollon Wealth Management LLC6,088$205K0.0%N/A0.007%
11/4/2024Jaffetilchin Investment Partners LLC775,014$26.04M2.0%+6.2%0.945%
11/4/2024 Cottonwood Capital Advisors LLC32,379$1.09M0.8%+17.1%0.039%
11/4/2024Arvest Investments Inc.233,874$7.86M1.2%-22.6%0.285%
(Data available from 1/1/2016 forward)

EMLP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EMLP shares?

During the previous two years, 295 institutional investors and hedge funds held shares of First Trust North American Energy Infrastructure Fund. The most heavily invested institutionals were Morgan Stanley ($431.78M), Capital Investment Advisors LLC ($130.24M), Tiedemann Advisors LLC ($109.62M), AlTi Global Inc. ($105.26M), Glenview Trust co ($61.88M), Royal Bank of Canada ($60.66M), and Bank of America Corp DE ($60.32M).Learn more on EMLP's institutional investors.

Which institutional investors have been buying First Trust North American Energy Infrastructure Fund stock?

Of the 222 institutional investors that purchased First Trust North American Energy Infrastructure Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Perella Weinberg Partners Capital Management LP ($1.47M), Cerity Partners OCIO LLC ($1.35M), Arvest Bank Trust Division ($718.80K), Jaffetilchin Investment Partners LLC ($598.66K), Ocean Park Asset Management LLC ($494K), International Assets Investment Management LLC ($434.20K), and Capital Investment Advisors LLC ($426.16K).

How much institutional buying is happening at First Trust North American Energy Infrastructure Fund?

Institutional investors have bought a total of 13,651,985 shares in the last 24 months. This purchase volume represents approximately $395.10M in transactions.

Which First Trust North American Energy Infrastructure Fund major shareholders have been selling company stock?

Of the 200 institutional investors that sold First Trust North American Energy Infrastructure Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Perella Weinberg Partners Capital Management LP ($2.28M), Tiedemann Advisors LLC ($1.39M), Crumly & Associates Inc. ($592.28K), Cresset Asset Management LLC ($299.74K), UBS Group AG ($291.43K), Bank of America Corp DE ($273.83K), and B. Riley Wealth Advisors Inc. ($272.08K).

How much institutional selling is happening at First Trust North American Energy Infrastructure Fund?

Institutional investors have sold a total of 10,922,310 shares in the last 24 months. This volume of shares sold represents approximately $306.92M in transactions.



This page (NYSEARCA:EMLP) was last updated on 2/1/2025 by MarketBeat.com Staff
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