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

First Trust North American Energy Infrastructure Fund logo
$36.83 +0.08 (+0.22%)
(As of 11/20/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
118
Total
Institutional Inflows
(last 12 months)
$166.33M
Number of
Institutional Sellers
(last 12 months)
135
Total
Institutional Outflows
(last 12 months)
$145.79M
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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
11/15/2024 Continuum Advisory LLC46,348$1.65M0.2%+52.0%0.057%
11/15/2024 Glass Jacobson Investment Advisors llc65,592$2.20M0.7%-2.5%0.080%
11/15/2024 MML Investors Services LLC121,376$4.08M0.0%-7.3%0.148%
11/15/2024 Orion Portfolio Solutions LLC54,774$1.84M0.0%-3.1%0.067%
11/15/2024 Jane Street Group LLC18,850$633K0.0%-79.3%0.023%
11/15/2024 Kovitz Investment Group Partners LLC13,480$453K0.0%+32.7%0.016%
11/15/2024 Stifel Financial Corp164,760$5.54M0.0%+0.6%0.201%
11/15/2024 HighTower Advisors LLC217,690$7.32M0.0%-1.6%0.265%
11/15/2024 Benjamin Edwards Inc.56,362$1.89M0.0%+5,000.6%0.069%
11/14/2024 Captrust Financial Advisors142,262$4.78M0.0%-5.9%0.173%
11/14/2024 Rockefeller Capital Management L.P.826,936$27.79M0.1%+0.2%1.008%
11/14/2024 RPg Family Wealth Advisory LLC11,378$382K0.1%-4.7%0.014%
11/13/2024 Glenmede Trust Co. NA1,073,042$36.05M0.2%-1.1%1.308%
11/13/2024 D.A. Davidson & CO.83,385$2.80M0.0%+1.3%0.102%
11/13/2024 Private Trust Co. NA7,112$239K0.0%-9.6%0.009%
11/13/2024 Hancock Whitney Corp37,838$1.27M0.0%-8.9%0.046%
11/13/2024 Prosperity 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%
11/12/2024 Great Valley Advisor Group Inc.8,749$294K0.0%+21.0%0.011%
11/12/2024 Flagstar Advisors Inc.175,985$5.91M1.5%+6.5%0.215%
11/12/2024 Icon Wealth Advisors LLC1,795$60K0.0%-95.3%0.002%
11/12/2024 Cerity Partners OCIO LLC1,282,558$43.09M3.5%-4.9%1.564%
11/12/2024 Investors Research Corp28,032$942K0.2%-63.1%0.034%
11/8/2024 Moors & Cabot Inc.14,990$504K0.0%+34.8%0.018%
11/8/2024 Darwin Wealth Management LLC899$30K0.0%N/A0.001%
11/8/2024 Prospera Private Wealth LLC815$27K0.0%N/A0.001%
11/8/2024 Prospera Financial Services Inc88,303$2.97M0.1%+0.7%0.108%
11/6/2024 Comprehensive Wealth Management LLC1,243,042$41.77M27.2%-9.2%1.516%
11/6/2024 Endowment Wealth Management Inc.6,808$229K0.2%-15.9%0.008%
11/6/2024 Main Street Financial Solutions LLC20,482$688K0.1%-2.6%0.025%
11/6/2024 Kovack Advisors Inc.22,186$745K0.1%-5.3%0.027%
11/6/2024 Oppenheimer & Co. Inc.10,656$358K0.0%-15.2%0.013%
11/5/2024 First Heartland Consultants Inc.6,901$232K0.0%-27.4%0.008%
11/5/2024 Ashton 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%
11/4/2024 Jaffetilchin 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%
11/4/2024 Arvest Investments Inc.233,874$7.86M1.2%-22.6%0.285%
11/4/2024 Sigma Planning Corp50,421$1.69M0.1%-1.0%0.061%
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11/1/2024 Objective Capital Management LLC24,025$807K0.5%N/A0.029%
11/1/2024 Crumly & Associates Inc.74,110$2.49M0.7%-3.1%0.090%
10/31/2024 Cozad Asset Management Inc.16,967$570K0.1%+6.8%0.021%
10/31/2024 Concurrent Investment Advisors LLC28,663$963K0.0%-3.0%0.035%
10/30/2024 Landmark Wealth Management LLC65,726$2.21M1.0%-3.8%0.080%
10/30/2024 Auour Investments LLC53,492$1.81M0.6%-8.5%0.065%
10/29/2024 Fernwood Investment Management LLC58,570$1.97M0.6%-4.4%0.071%
10/29/2024 Janney Montgomery Scott LLC70,470$2.37M0.0%-5.1%0.086%
10/29/2024 Chicago Partners Investment Group LLC118,586$4.07M0.1%+0.7%0.145%
10/28/2024 Americana Partners LLC17,815$599K0.0%-4.1%0.022%
10/28/2024 Focus Financial Network Inc.80,509$2.71M0.1%+1,012.9%0.098%
10/25/2024 Great Diamond Partners LLC32,526$1.09M0.3%-1.6%0.040%
10/25/2024 Gateway Wealth Partners LLC16,441$552K0.2%+5.4%0.020%
10/25/2024 Barry Investment Advisors LLC408,585$13.73M4.2%+1.9%0.498%
10/24/2024 Inscription Capital LLC28,167$946K0.1%-1.5%0.034%
10/24/2024 Peterson Wealth Advisors LLC9,079$305K0.1%-9.6%0.011%
10/24/2024 Arkadios Wealth Advisors20,720$696K0.0%-34.6%0.025%
10/23/2024 Legacy Capital Group California Inc.7,324$246K0.1%N/A0.009%
10/23/2024 Cambridge Advisors Inc.28,736$966K0.2%-1.5%0.035%
10/23/2024 Walker Asset Management LLC46,322$1.56M1.0%-1.1%0.056%
10/22/2024 International Assets Investment Management LLC214,734$7.22M0.0%+3,200.0%0.262%
10/22/2024 DHJJ Financial Advisors Ltd.13,176$443K0.2%-10.0%0.016%
10/22/2024 Elevated Capital Advisors LLC59,043$1.98M0.5%-1.2%0.072%
10/22/2024 Private Advisor Group LLC150,823$5.07M0.0%-0.9%0.184%
10/22/2024 Eastern Bank2,080$70K0.0%N/A0.003%
10/21/2024 Wealth Effects LLC14,753$496K0.2%-4.4%0.018%
10/19/2024Stegent Equity Advisors Inc.21,047$707K0.8%-82.0%0.026%
10/18/2024Raymond James & Associates179,256$6.02M0.0%-1.1%0.219%
10/18/2024First Citizens Bank & Trust Co.6,079$204K0.0%N/A0.007%
10/18/2024Blue Trust Inc.2,830$95K0.0%+25.2%0.003%
10/18/2024Capital Investment Advisors LLC3,586,759$120.52M2.5%+1.2%4.374%
10/17/2024 Claro Advisors LLC8,612$289K0.0%-52.8%0.011%
10/16/2024 Quad Cities Investment Group LLC24,838$835K0.4%-2.1%0.030%
10/16/2024 PCG Wealth Advisors LLC53,351$1.79M0.7%-2.2%0.065%
10/15/2024 NBC Securities Inc.9,633$323K0.0%+37.8%0.012%
10/11/2024 Creative Planning7,294$245K0.0%-34.3%0.009%
10/11/2024 ORG Partners LLC54,707$1.84M0.3%-3.8%0.067%
10/11/2024 ORG Wealth Partners LLC2,145$72K0.0%N/A0.003%
10/11/2024 Wagner Wealth Management LLC27,404$921K0.2%+29.5%0.033%
10/9/2024 ORBA Wealth Advisors L.L.C.6,525$219K0.1%-90.1%0.008%
10/9/2024 Private Advisory Group LLC6,195$208K0.0%-93.8%0.008%
10/9/2024 Colorado Capital Management Inc.30,437$1.02M0.5%-20.3%0.037%
10/9/2024 UMB Bank n.a.434,140$14.59M0.2%-5.2%0.529%
10/8/2024 Daymark Wealth Partners LLC115,638$3.89M0.1%+16.6%0.141%
10/8/2024 WealthCare Investment Partners LLC48,035$1.63M0.7%-8.6%0.059%
10/8/2024 Atomi Financial Group Inc.7,473$251K0.0%N/A0.009%
10/8/2024 Mather Group LLC.19,165$644K0.0%-31.2%0.023%
10/4/2024 HBW Advisory Services LLC106,727$3.59M0.5%N/A0.130%
10/3/2024 Apella Capital LLC23,219$788K0.0%-11.1%0.028%
10/1/2024 Appleton Partners Inc. MA135,409$4.55M0.3%-1.6%0.165%
Trump said you could learn something from this man (Ad)

Early Warning: A Deep Crack Is Forming In The US Economy Stocks are booming thanks to Trump’s landslide victory. Yet one former Trump advisor says the picture is less rosy than it seems. “I’ve found a deep crack forming in the foundations of the US economy,” he says. “And before too long, it could tear our country apart.” It’s critical you learn more today, BEFORE it impacts your money and your retirement.

Here’s everything you need to know.
10/1/2024 Park National Corp OH175,353$5.89M0.2%-3.7%0.214%
9/5/2024Sanctuary Advisors LLC84,556$2.50M0.0%N/A0.103%
8/22/2024 Cetera Investment Advisers124,764$3.80M0.0%-16.4%0.152%
8/21/2024 Truist Financial Corp28,549$870K0.0%-25.1%0.035%
8/19/2024B. Riley Wealth Advisors Inc.143,337$4.37M0.1%+2.8%0.175%
8/16/2024 Gateway Wealth Partners LLC15,592$475K0.1%N/A0.019%
8/16/2024 Northwestern Mutual Wealth Management Co.4,080$124K0.0%-67.7%0.005%
8/16/2024 NewEdge Advisors LLC39,090$1.19M0.0%+20.9%0.048%
8/16/2024 Magnolia Capital Advisors LLC35,757$1.09M0.0%-35.5%0.044%
8/16/2024 Forefront Analytics LLC232,768$7.09M3.4%+3.2%0.284%
(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, 286 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 ($120.52M), 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 217 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), International Assets Investment Management LLC ($695.54K), Jaffetilchin Investment Partners LLC ($598.66K), Capital Investment Advisors LLC ($492.71K), LPL Financial LLC ($375.41K), and Arvest Investments Inc. ($315.88K).

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

Institutional investors have bought a total of 12,900,396 shares in the last 24 months. This purchase volume represents approximately $360.96M in transactions.

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

Of the 193 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. ($272.60K).

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

Institutional investors have sold a total of 10,648,954 shares in the last 24 months. This volume of shares sold represents approximately $295.98M in transactions.



This page (NYSEARCA:EMLP) was last updated on 11/21/2024 by MarketBeat.com Staff
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