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

First Trust North American Energy Infrastructure Fund logo
$38.34 +0.07 (+0.18%)
Closing price 04:10 PM Eastern
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$39.00 +0.66 (+1.72%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust North American Energy Infrastructure Fund (NYSEARCA:EMLP)

Number of
Institutional Buyers
(last 12 months)
207
Total
Institutional Inflows
(last 12 months)
$387.63M
Number of
Institutional Sellers
(last 12 months)
144
Total
Institutional Outflows
(last 12 months)
$124.02M
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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
10/2/2025 Investors Research Corp19,592$750K0.1%-2.9%0.022%
10/1/2025 Park National Corp OH204,923$7.85M0.2%+9.3%0.235%
10/1/2025 Hobart Private Capital LLC181,015$6.93M1.5%-23.4%0.208%
9/26/2025Corient Private Wealth LLC105,281$3.95M0.0%-4.1%0.121%
9/25/2025National Wealth Management Group LLC8,498$319K0.2%+24.5%0.010%
9/4/2025Osaic Holdings Inc.187,567$7.04M0.0%+2.8%0.215%
8/27/2025Orion Porfolio Solutions LLC47,506$1.78M0.0%-0.8%0.055%
8/25/2025Fulcrum Equity Management25,819$968K1.0%-11.4%0.030%
8/20/2025Coppell Advisory Solutions LLC21,038$786K0.1%+263.7%0.024%
8/19/2025B. Riley Wealth Advisors Inc.154,229$5.79M0.3%N/A0.177%
8/19/2025Newbridge Financial Services Group Inc.9,139$343K0.1%N/A0.010%
8/18/2025Tyler Stone Wealth Management7,857$295K0.0%+4.6%0.009%
8/18/2025Geneos Wealth Management Inc.9,215$346K0.0%+169.0%0.011%
8/15/2025Corient Private Wealth LLC105,281$3.95M0.0%-4.1%0.121%
8/15/2025Puff Wealth Management LLC63,191$2.37M0.8%-9.3%0.073%
8/15/2025Captrust Financial Advisors143,977$5.40M0.0%+1.1%0.165%
8/15/2025Orion Porfolio Solutions LLC89,105$3.34M0.0%+86.1%0.102%
8/15/2025MML Investors Services LLC149,968$5.63M0.0%+1.8%0.172%
8/15/2025Modern Wealth Management LLC516,593$19.38M0.5%-1.1%0.593%
8/15/2025IHT Wealth Management LLC189,695$7.12M0.2%-1.0%0.218%
8/15/2025EP Wealth Advisors LLC5,041$189K0.0%N/A0.006%
8/15/2025Curi Capital LLC7,510$282K0.0%N/A0.009%
8/15/2025Benjamin Edwards Inc.129,942$4.87M0.1%+25.4%0.149%
8/15/2025BTG Pactual Asset Management US LLC52,230$1.96M0.2%-49.2%0.060%
8/15/2025Bank of America Corp DE1,906,011$71.49M0.0%+9.4%2.188%
8/14/2025Raymond James Financial Inc.764,018$28.66M0.0%+22.9%0.877%
8/14/2025Darwin Wealth Management LLC873$33K0.0%N/A0.001%
8/14/2025Objective Capital Management LLC23,291$874K1.0%+3.1%0.027%
8/14/2025Glenview Trust co2,592,515$97.25M1.7%+1.1%2.976%
8/14/2025FAS Wealth Partners Inc.26,864$1.01M0.1%-1.2%0.031%
8/14/2025NewEdge Advisors LLC47,047$1.77M0.0%-21.8%0.054%
8/14/2025Qube Research & Technologies Ltd22,549$846K0.0%+233.4%0.026%
8/14/2025Certuity LLC13,096$491K0.0%+19.0%0.015%
8/14/2025Tandem Financial LLC27,033$1.01M0.9%+4.5%0.031%
8/13/2025Cresset Asset Management LLC2,339,093$87.74M0.4%+3.6%2.685%
8/13/2025Proactive Wealth Strategies LLC47,323$1.78M0.8%+10.0%0.054%
8/13/2025Gateway Wealth Partners LLC22,305$837K0.2%+16.2%0.026%
8/13/2025Brown Advisory Inc.11,855$445K0.0%-4.2%0.014%
8/13/2025Great Diamond Partners LLC29,402$1.10M0.2%-3.7%0.034%
8/13/2025Baird Financial Group Inc.86,427$3.24M0.0%+3.7%0.099%
8/13/2025First Trust Advisors LP13,298$499K0.0%+90.0%0.015%
8/13/2025RPg Family Wealth Advisory LLC10,599$398K0.1%-5.0%0.012%
8/13/2025Beacon Pointe Advisors LLC208,378$7.82M0.1%-0.1%0.239%
8/13/2025M&T Bank Corp37,528$1.41M0.0%N/A0.043%
8/13/2025Level Four Advisory Services LLC11,887$446K0.0%+3.1%0.014%
8/13/2025Northwestern Mutual Wealth Management Co.43,088$1.62M0.0%+358.3%0.049%
8/13/2025GM Advisory Group LLC6,479$243K0.0%N/A0.007%
8/12/2025FourThought Financial Partners LLC33,667$1.26M0.1%-74.6%0.039%
8/12/2025Steward Partners Investment Advisory LLC23,758$891K0.0%-12.4%0.027%
8/12/2025Jaffetilchin Investment Partners LLC633,498$23.76M1.6%-0.1%0.727%
8/12/2025Global Retirement Partners LLC16,847$632K0.0%N/A0.019%
8/12/2025JPMorgan Chase & Co.256,202$9.61M0.0%-14.8%0.294%
8/12/2025PKS Advisory Services LLC14,178$532K0.1%N/A0.016%
8/11/2025Wealthspire Advisors LLC2,099,516$78.75M0.4%+1.5%2.410%
8/11/2025Pinnacle Wealth Planning Services Inc.166,446$6.24M0.8%+2.9%0.191%
8/11/2025Beta Wealth Group Inc.5,838$219K0.1%-14.9%0.007%
8/8/2025Rockefeller Capital Management L.P.868,701$32.59M0.1%-4.2%0.997%
8/8/2025Kingsview Wealth Management LLC81,357$3.05M0.1%+5.8%0.093%
8/8/2025Avantax Advisory Services Inc.403,351$15.13M0.1%+3.9%0.463%
8/8/2025Cetera Investment Advisers142,165$5.33M0.0%+12.0%0.163%
8/8/2025Creative Planning10,510$394K0.0%+4.1%0.012%
8/8/2025Foundations Investment Advisors LLC7,481$281K0.0%N/A0.009%
8/8/2025Intrua Financial LLC10,412$391K0.1%-26.5%0.012%
8/8/2025Clearstead Trust LLC3,372$126K0.0%+462.0%0.004%
8/8/2025Arvest Bank Trust Division521,423$19.56M1.1%-1.2%0.599%
8/8/2025Beck Bode LLC13,035$489K0.1%-32.1%0.015%
8/7/2025PCG Wealth Advisors LLC58,416$2.19M1.1%-11.6%0.067%
8/7/2025New England Private Wealth Advisors LLC301,708$11.49M1.7%+2.3%0.346%
8/7/2025Americana Partners LLC17,401$653K0.0%+5.6%0.020%
8/6/2025Prospera Financial Services Inc93,420$3.51M0.1%+6.8%0.107%
8/6/2025Decker Retirement Planning Inc.717$27K0.0%N/A0.001%
8/6/2025AE Wealth Management LLC4,592$172K0.0%+26.7%0.005%
8/6/2025Savant Capital LLC72,763$2.73M0.0%-0.6%0.084%
8/6/2025Atlantic Union Bankshares Corp107,891$4.05M0.1%N/A0.124%
8/6/2025Moors & Cabot Inc.12,618$473K0.0%-31.9%0.014%
8/6/2025360 Financial Inc.342,706$12.86M4.1%+11.9%0.393%
8/5/2025Magnolia Capital Advisors LLC9,386$352K0.1%-49.0%0.011%
8/5/2025Prosperity Consulting Group LLC76,490$2.87M0.2%+1.0%0.088%
8/5/2025Sigma Planning Corp53,292$2.00M0.1%-33.0%0.061%
8/5/2025Welch & Forbes LLC1,063,563$39.89M0.5%-0.1%1.221%
8/5/2025American Institute for Advanced Investment Management LLP6,570$246K0.2%+8.8%0.008%
8/4/2025Integrity Alliance LLC.13,239$497K0.0%N/A0.015%
8/4/2025Atria Investments Inc9,401$353K0.0%-39.1%0.011%
8/4/2025Arkadios Wealth Advisors43,685$1.64M0.0%+52.1%0.050%
8/4/2025Daymark Wealth Partners LLC112,050$4.20M0.2%-15.9%0.129%
8/1/2025Motco41,416$1.59M0.2%-1.9%0.048%
8/1/2025Winebrenner Capital Management LLC17,223$646K0.5%+2.4%0.020%
8/1/2025Ashton Thomas Private Wealth LLC211,031$7.92M0.3%-0.9%0.242%
8/1/2025Envestnet Asset Management Inc.383,625$14.39M0.0%+11.4%0.440%
7/31/2025Brian Low Financial Group LLC16,116$605K0.6%N/A0.019%
7/31/2025 Hobart Private Capital LLC236,274$8.86M2.0%-0.6%0.271%
7/31/2025AlTi Global Inc.2,931,743$109.97M2.8%-2.9%3.366%
7/31/2025GenTrust LLC138,124$5.18M0.2%-2.0%0.159%
7/30/2025Prosperity Financial Group Inc.9,976$374K0.2%-3.9%0.011%
7/30/2025Rehmann Capital Advisory Group5,683$213K0.0%N/A0.007%
7/29/2025Chicago Partners Investment Group LLC112,074$4.22M0.1%-4.5%0.129%
7/29/2025Cottonwood Capital Advisors LLC29,378$1.10M0.7%-2.9%0.034%
7/29/2025Koshinski Asset Management Inc.8,872$333K0.0%N/A0.010%
7/29/2025Stratos Wealth Advisors LLC23,487$881K0.0%-46.3%0.027%
7/28/2025Mutual Advisors LLC32,280$1.22M0.0%+22.8%0.037%
(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, 340 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 ($144.13M), AlTi Global Inc. ($109.97M), Glenview Trust co ($97.25M), Cresset Asset Management LLC ($87.74M), LPL Financial LLC ($83.54M), and Wealthspire Advisors LLC ($78.75M).Learn more on First Trust North American Energy Infrastructure Fund's institutional investors.

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

Of the 263 institutional investors that purchased First Trust North American Energy Infrastructure Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cerity Partners OCIO LLC ($1.96M), Raymond James Financial Inc. ($1.35M), Silver Oak Securities Incorporated ($1.11M), Arvest Bank Trust Division ($718.80K), Jaffetilchin Investment Partners LLC ($610.08K), Modern Wealth Management LLC ($532.32K), and Ocean Park Asset Management LLC ($494K).

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

Institutional investors have bought a total of 10,659,009 shares in the last 24 months. This purchase volume represents approximately $387.63M in transactions.

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

Of the 144 institutional investors that sold First Trust North American Energy Infrastructure Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AlTi Global Inc. ($532.21K), Comprehensive Wealth Management LLC ($287.05K), International Assets Investment Management LLC ($208.39K), Forefront Analytics LLC ($206.75K), UMB Bank n.a. ($185.73K), Jaffetilchin Investment Partners LLC ($152.94K), and Arvest Investments Inc. ($131.51K).

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

Institutional investors have sold a total of 3,444,500 shares in the last 24 months. This volume of shares sold represents approximately $124.15M in transactions.



This page (NYSEARCA:EMLP) was last updated on 10/6/2025 by MarketBeat.com Staff
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