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

$30.99
+0.03 (+0.10%)
(As of 03:14 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
119
Total
Institutional Inflows
(last 12 months)
$125.38M
Number of
Institutional Sellers
(last 12 months)
152
Total
Institutional Outflows
(last 12 months)
$180.78M
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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
5/17/2024 Jaffetilchin Investment Partners LLC709,808$20.96M1.9%+302.5%0.866%
5/17/2024 Comerica Bank184,816$5.46M0.0%-5.4%0.225%
5/17/2024 Hancock Whitney Corp40,800$1.21M0.0%-28.7%0.050%
5/16/2024 Jane Street Group LLC314,463$9.29M0.0%+1,308.8%0.383%
5/16/2024 B. Riley Wealth Advisors Inc.139,475$4.12M0.1%-35.4%0.170%
5/16/2024 Waverly Advisors LLC37,106$1.10M0.0%N/A0.045%
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5/15/2024 Fairview Capital Investment Management LLC580,267$17.14M1.0%-20.7%0.708%
5/10/2024 Pinnacle Wealth Planning Services Inc.147,932$4.37M0.6%+3.6%0.180%
5/10/2024 Motco43,313$1.28M0.1%+32.9%0.053%
5/9/2024 Orion Portfolio Solutions LLC59,105$1.75M0.0%-7.2%0.072%
5/9/2024 Kingsview Wealth Management LLC62,592$1.85M0.0%+3.1%0.076%
5/9/2024 Endowment Wealth Management Inc.8,714$257K0.2%-19.0%0.011%
5/8/2024 Sheets Smith Wealth Management15,275$451K0.1%-5.3%0.019%
5/8/2024 Great Diamond Partners LLC34,815$1.03M0.2%-3.3%0.042%
5/8/2024 Avantax Advisory Services Inc.332,859$9.83M0.1%+4.9%0.406%
5/8/2024 New Republic Capital LLC76,037$2.25M1.4%+38.8%0.093%
5/7/2024 Concurrent Investment Advisors LLC29,191$862K0.0%-16.6%0.036%
5/7/2024 Oppenheimer & Co. Inc.8,426$249K0.0%+9.1%0.010%
5/7/2024 Wealthspire Advisors LLC1,857,811$54.86M0.7%-1.6%2.265%
5/6/2024 Envestnet Portfolio Solutions Inc.37,198$1.10M0.0%-7.5%0.045%
5/6/2024 VitalStone Financial LLC1,757$52K0.0%-26.5%0.002%
5/4/2024 Geneos Wealth Management Inc.3,618$107K0.0%-18.1%0.004%
5/3/2024 Integrity Financial Corp WA4,003$118K0.1%-46.6%0.005%
5/2/2024 Comprehensive Wealth Management LLC1,451,325$42.86M33.4%+0.4%1.763%
5/1/2024 Janney Montgomery Scott LLC72,920$2.15M0.0%-2.3%0.089%
5/1/2024 ORBA Wealth Advisors L.L.C.66,241$1.96M1.1%-1.1%0.080%
5/1/2024 Stegent Equity Advisors Inc.102,978$3.04M3.1%-23.4%0.125%
4/30/2024 Private Advisor Group LLC184,833$5.46M0.0%+8.2%0.225%
4/30/2024 BlueChip Wealth Advisors LLC46,960$1.39M0.9%+9.4%0.057%
4/30/2024 Unionview LLC7,067$209K0.2%N/A0.009%
4/29/2024Commonwealth Equity Services LLC147,812$4.37M0.0%+22.2%0.180%
4/29/2024 Benjamin F. Edwards & Company Inc.52,449$1.55M0.0%+1.9%0.064%
4/27/2024 Glass Jacobson Investment Advisors llc67,266$1.99M0.7%-1.6%0.082%
4/26/2024 UMB Bank n.a.469,113$13.85M0.2%-6.7%0.570%
4/25/2024 L.M. Kohn & Company7,000$207K0.1%N/A0.009%
4/25/2024 Cambridge Investment Research Advisors Inc.137,852$4.07M0.0%-0.3%0.167%
4/24/2024 Landmark Wealth Management LLC71,765$2.12M1.0%+2.4%0.087%
4/23/2024 Cherry Creek Investment Advisors Inc.26,702$789K0.4%+1.8%0.032%
4/23/2024 KLR Investment Advisors LLC14,752$433K0.3%-11.9%0.018%
4/23/2024 Wealth Effects LLC15,520$458K0.2%-4.3%0.019%
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4/23/2024 Raymond James Financial Services Advisors Inc.476,027$14.06M0.0%+0.4%0.578%
4/22/2024 Altfest L J & Co. Inc.1,028,072$30.36M4.4%-0.5%1.249%
4/22/2024 Raymond James & Associates187,287$5.53M0.0%-11.9%0.228%
4/22/2024Ashton Thomas Private Wealth LLC232,520$6.87M0.4%-4.5%0.282%
4/19/2024 GenTrust LLC122,038$3.60M0.2%-7.8%0.136%
4/19/2024 PCG Wealth Advisors LLC56,252$1.66M0.8%-5.8%0.063%
4/19/2024 Arvest Investments Inc.315,880$9.33M1.5%+0.1%0.353%
4/18/2024 Saxon Interests Inc.7,011$207K0.1%N/A0.008%
4/18/2024 Miracle Mile Advisors LLC8,812$260K0.0%N/A0.010%
4/18/2024 Barry Investment Advisors LLC396,512$11.71M3.9%+2.9%0.443%
4/17/2024 Private Ocean LLC32,687$965K0.1%-2.7%0.037%
4/16/2024 Register Financial Advisors LLC3,607$107K0.1%N/A0.004%
4/16/2024 Colorado Capital Management Inc.46,600$1.38M0.8%-1.0%0.052%
4/15/2024 WealthCare Investment Partners LLC54,723$1.62M0.8%-18.7%0.061%
4/15/2024 G&S Capital LLC20,523$606K0.3%+3.5%0.023%
4/15/2024 Hobart Private Capital LLC28,582$844K0.3%-9.6%0.032%
4/15/2024 Elevated Capital Advisors LLC127,540$3.77M1.1%+6.9%0.143%
4/15/2024 Flagstar Advisors Inc.143,911$4.25M1.2%-1.1%0.161%
4/13/2024 Quad Cities Investment Group LLC25,352$749K0.4%-4.1%0.028%
4/11/2024 Birch Capital Management LLC3,072$91K0.0%-22.6%0.003%
4/11/2024 International Assets Investment Management LLC7,143$210K0.0%-15.4%0.008%
4/10/2024 Aprio Wealth Management LLC26,790$791K0.2%N/A0.030%
4/10/2024 Inscription Capital LLC26,007$769K0.3%+35.4%0.029%
4/10/2024 Walker Asset Management LLC49,781$1.47M1.0%+3.4%0.056%
4/9/2024 Massmutual Trust Co. FSB ADV1,000$30K0.0%-37.5%0.001%
4/5/2024 NBC Securities Inc.7,958$235K0.0%+43.2%0.009%
4/1/2024 Park National Corp OH191,712$5.66M0.2%-4.8%0.214%
4/1/2024 Appleton Partners Inc. MA138,423$4.09M0.3%+0.9%0.155%
3/22/2024 PNC Financial Services Group Inc.9,072$251K0.0%+84.0%0.010%
3/15/2024 BlueChip Wealth Advisors LLC42,925$1.19M0.8%N/A0.048%
3/15/2024 B. Riley Wealth Advisors Inc.216,055$5.98M0.2%+54.9%0.242%
3/5/2024 Twin Focus Capital Partners LLC132,738$3.68M0.4%N/A0.148%
2/26/2024 Integrated Advisors Network LLC17,176$476K0.0%-55.8%0.019%
2/23/2024 Chicago Partners Investment Group LLC114,682$3.08M0.1%+1.6%0.128%
2/23/2024 Beacon Financial Group162,518$4.50M0.5%-23.9%0.182%
2/15/2024 Forefront Analytics LLC229,728$6.36M3.1%+24.5%0.257%
2/14/2024 Northwest Wealth Management LLC19,406$537K0.2%-4.0%0.022%
2/14/2024 Icon Wealth Advisors LLC37,791$1.05M0.1%N/A0.042%
2/14/2024 Visionary Wealth Advisors22,293$617K0.0%-6.3%0.025%
2/14/2024 VitalStone Financial LLC2,389$66K0.1%-23.1%0.003%
2/14/2024 Cresset Asset Management LLC2,011,985$55.71M0.3%-4.6%2.249%
2/14/2024 Regal Investment Advisors LLC30,106$834K0.1%-6.2%0.034%
2/14/2024 Waterloo Capital L.P.19,437$538K0.1%N/A0.022%
2/13/2024 Fairview Capital Investment Management LLC732,091$20.27M1.2%-2.4%0.818%
2/12/2024 ORBA Wealth Advisors L.L.C.67,001$1.86M1.1%N/A0.075%
2/12/2024 New Republic Capital LLC54,780$1.52M1.1%+94.4%0.061%
2/12/2024Focus Financial Network Inc. ADV7,765$215K0.0%N/A0.009%
2/12/2024 Stifel Financial Corp337,611$9.35M0.0%-4.2%0.377%
2/12/2024 Beta Wealth Group Inc.7,767$215K0.1%-20.2%0.009%
2/12/2024 Glassman Wealth Services6,368$176K0.0%-38.6%0.007%
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2/12/2024 Perella Weinberg Partners Capital Management LP1,407,431$38.97M3.2%-61.8%1.573%
2/9/2024 Orion Portfolio Solutions LLC63,664$1.78M0.0%-24.2%0.071%
2/9/2024 Cambridge Investment Research Advisors Inc.138,206$3.83M0.0%-6.2%0.154%
2/9/2024 Divergent Wealth Advisors10,572$293K0.1%N/A0.012%
2/9/2024 Barry Investment Advisors LLC385,333$10.67M3.6%+2.3%0.431%
2/9/2024 Corient Private Wealth LLC200,834$5.56M0.0%-0.6%0.224%
2/9/2024 D.A. Davidson & CO.83,860$2.32M0.0%+3.3%0.094%
2/9/2024 Wells Fargo & Company MN2,065,015$57.18M0.0%-2.5%2.308%
2/9/2024 Motco32,582$902K0.1%-1.7%0.036%
2/9/2024 UBS Group AG1,691,943$46.85M0.0%-6.3%1.891%
(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, 297 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), Tiedemann Advisors LLC ($109.62M), Capital Investment Advisors LLC ($94.29M), Glenview Trust co ($61.88M), Royal Bank of Canada ($60.66M), Bank of America Corp DE ($60.32M), and Wells Fargo & Company MN ($57.18M).Learn more on EMLP's institutional investors.

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

Of the 236 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 ($6.06M), Walker Asset Management LLC ($3.03M), Tiedemann Advisors LLC ($1.74M), Capital Investment Advisors LLC ($797.92K), UBS Group AG ($572.48K), Jaffetilchin Investment Partners LLC ($533.45K), and Rockefeller Capital Management L.P. ($523.76K).

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

Institutional investors have bought a total of 24,588,337 shares in the last 24 months. This purchase volume represents approximately $644.94M in transactions.

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

Of the 196 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 ($2.62M), Tiedemann Advisors LLC ($1.39M), Crumly & Associates Inc. ($583.50K), Cresset Asset Management LLC ($299.74K), UBS Group AG ($291.43K), Northwestern Mutual Wealth Management Co. ($289.32K), and Bank of America Corp DE ($273.83K).

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

Institutional investors have sold a total of 11,092,010 shares in the last 24 months. This volume of shares sold represents approximately $298.43M in transactions.


This page (NYSEARCA:EMLP) was last updated on 5/20/2024 by MarketBeat.com Staff

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