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

$31.55
+0.27 (+0.86%)
(As of 07/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
114
Total
Institutional Inflows
(last 12 months)
$119.64M
Number of
Institutional Sellers
(last 12 months)
147
Total
Institutional Outflows
(last 12 months)
$158.49M
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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
7/26/2024Harbour Investments Inc.22,234$677K0.0%-1.9%0.027%
7/26/2024Cambridge Investment Research Advisors Inc.132,854$4.05M0.0%-3.6%0.162%
7/26/2024Signature Estate & Investment Advisors LLC28,099$856K0.0%+124.2%0.034%
7/26/2024 Bank of New York Mellon Corp9,014$275K0.0%N/A0.011%
7/25/2024 First Heartland Consultants Inc.9,501$289K0.0%+15.4%0.012%
7/23/2024 Private Advisory Group LLC100,301$3.06M0.4%+9.8%0.122%
7/22/2024 Atria Wealth Solutions Inc.41,463$1.27M0.0%-5.0%0.051%
7/22/2024 Capital Advisory Group Advisory Services LLC44,849$1.37M0.6%-5.3%0.055%
7/20/2024 Raymond James Financial Services Advisors Inc.507,844$15.47M0.0%+6.7%0.619%
7/19/2024 Raymond James & Associates181,225$5.52M0.0%-3.2%0.221%
7/18/2024 WealthCare Investment Partners LLC52,532$1.60M0.7%-4.0%0.064%
7/18/2024 Triad Wealth Partners LLC1,955$60K0.0%N/A0.002%
7/17/2024 Ballew Advisors Inc11,369$353K0.2%+5.6%0.014%
7/17/2024 Cottonwood Capital Advisors LLC27,662$844K0.7%-2.9%0.034%
7/16/2024 Envestnet Portfolio Solutions Inc.35,531$1.08M0.0%-4.5%0.043%
7/16/2024 ORG Partners LLC56,850$1.73M0.2%N/A0.069%
7/16/2024 PCG Wealth Advisors LLC54,574$1.66M0.7%-3.0%0.067%
7/15/2024 Park National Corp OH182,058$5.55M0.2%-5.0%0.222%
7/12/2024 Walker Asset Management LLC46,819$1.43M1.0%-6.0%0.057%
7/12/2024 Capital Investment Advisors LLC3,545,194$107.99M2.4%+2.1%4.323%
7/10/2024 Aprio Wealth Management LLC24,996$761K0.1%-6.7%0.030%
7/9/2024 Mather Group LLC.27,853$822K0.0%-1.9%0.034%
7/2/2024 Appleton Partners Inc. MA137,600$4.19M0.3%-0.6%0.168%
6/5/2024Objective Capital Management LLC24,865$734K0.5%+3.0%0.030%
5/24/2024Cetera Advisors LLC52,481$1.55M0.0%+43.1%0.064%
5/24/2024Cetera Investment Advisers149,279$4.41M0.0%+110.2%0.182%
5/23/2024ARQ Wealth Advisors LLC36,660$1.08M0.5%N/A0.045%
5/22/2024Beck Bode LLC46,633$1.38M0.3%-12.1%0.057%
5/17/2024Jaffetilchin Investment Partners LLC709,808$20.96M1.9%+302.5%0.866%
5/17/2024Comerica Bank184,816$5.46M0.0%-5.4%0.225%
5/17/2024Hancock Whitney Corp40,800$1.21M0.0%-28.7%0.050%
5/16/2024Jane Street Group LLC314,463$9.29M0.0%+1,308.8%0.383%
5/16/2024B. Riley Wealth Advisors Inc.139,475$4.12M0.1%-35.4%0.170%
5/16/2024Waverly Advisors LLC37,106$1.10M0.0%N/A0.045%
5/15/2024Fairview Capital Investment Management LLC580,267$17.14M1.0%-20.7%0.708%
5/10/2024Pinnacle Wealth Planning Services Inc.147,932$4.37M0.6%+3.6%0.180%
5/10/2024Motco43,313$1.28M0.1%+32.9%0.053%
5/9/2024Orion Portfolio Solutions LLC59,105$1.75M0.0%-7.2%0.072%
5/9/2024Kingsview Wealth Management LLC62,592$1.85M0.0%+3.1%0.076%
5/9/2024Endowment Wealth Management Inc.8,714$257K0.2%-19.0%0.011%
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5/8/2024Sheets Smith Wealth Management15,275$451K0.1%-5.3%0.019%
5/8/2024Great Diamond Partners LLC34,815$1.03M0.2%-3.3%0.042%
5/8/2024Avantax Advisory Services Inc.332,859$9.83M0.1%+4.9%0.406%
5/8/2024New Republic Capital LLC76,037$2.25M1.4%+38.8%0.093%
5/7/2024Concurrent Investment Advisors LLC29,191$862K0.0%-16.6%0.036%
5/7/2024Oppenheimer & Co. Inc.8,426$249K0.0%+9.1%0.010%
5/7/2024Wealthspire 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%
5/6/2024VitalStone Financial LLC1,757$52K0.0%-26.5%0.002%
5/4/2024 Geneos Wealth Management Inc.3,618$107K0.0%-18.1%0.004%
5/3/2024Integrity Financial Corp WA4,003$118K0.1%-46.6%0.005%
5/2/2024Comprehensive 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%
5/1/2024Stegent Equity Advisors Inc.102,978$3.04M3.1%-23.4%0.125%
4/30/2024Private Advisor Group LLC184,833$5.46M0.0%+8.2%0.225%
4/30/2024BlueChip Wealth Advisors LLC46,960$1.39M0.9%+9.4%0.057%
4/30/2024Unionview LLC7,067$209K0.2%N/A0.009%
4/29/2024Commonwealth Equity Services LLC147,812$4.37M0.0%+22.2%0.180%
4/29/2024Benjamin F. Edwards & Company Inc.52,449$1.55M0.0%+1.9%0.064%
4/27/2024Glass Jacobson Investment Advisors llc67,266$1.99M0.7%-1.6%0.082%
4/26/2024UMB Bank n.a.469,113$13.85M0.2%-6.7%0.570%
4/25/2024L.M. Kohn & Company7,000$207K0.1%N/A0.009%
4/25/2024Cambridge 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%
4/23/2024KLR Investment Advisors LLC14,752$433K0.3%-11.9%0.018%
4/23/2024Wealth Effects LLC15,520$458K0.2%-4.3%0.019%
4/23/2024 Raymond James Financial Services Advisors Inc.476,027$14.06M0.0%+0.4%0.578%
4/22/2024Altfest 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%
4/19/2024GenTrust LLC122,038$3.60M0.2%-7.8%0.136%
4/19/2024 PCG Wealth Advisors LLC56,252$1.66M0.8%-5.8%0.063%
4/19/2024Arvest 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%
4/18/2024Barry Investment Advisors LLC396,512$11.71M3.9%+2.9%0.443%
4/17/2024Private Ocean LLC32,687$965K0.1%-2.7%0.037%
4/16/2024 Register Financial Advisors LLC3,607$107K0.1%N/A0.004%
4/16/2024Colorado 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%
4/15/2024G&S Capital LLC20,523$606K0.3%+3.5%0.023%
4/15/2024Hobart Private Capital LLC28,582$844K0.3%-9.6%0.032%
4/15/2024Elevated Capital Advisors LLC127,540$3.77M1.1%+6.9%0.143%
4/15/2024Flagstar 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%
4/11/2024International Assets Investment Management LLC7,143$210K0.0%-15.4%0.008%
4/10/2024 Aprio Wealth Management LLC26,790$791K0.2%N/A0.030%
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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%
3/22/2024PNC Financial Services Group Inc.9,072$251K0.0%+84.0%0.010%
3/15/2024BlueChip Wealth Advisors LLC42,925$1.19M0.8%N/A0.048%
3/15/2024B. Riley Wealth Advisors Inc.216,055$5.98M0.2%+54.9%0.242%
3/5/2024Twin Focus Capital Partners LLC132,738$3.68M0.4%N/A0.148%
(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, 294 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 ($107.99M), 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 233 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), Tiedemann Advisors LLC ($1.74M), Capital Investment Advisors LLC ($790.70K), UBS Group AG ($572.48K), Jaffetilchin Investment Partners LLC ($533.45K), Rockefeller Capital Management L.P. ($523.76K), and International Assets Investment Management LLC ($487.32K).

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

Institutional investors have bought a total of 21,083,255 shares in the last 24 months. This purchase volume represents approximately $555.68M in transactions.

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

Of the 194 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 10,995,842 shares in the last 24 months. This volume of shares sold represents approximately $296.16M in transactions.


This page (NYSEARCA:EMLP) was last updated on 7/27/2024 by MarketBeat.com Staff

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