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

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$29.57
-0.17 (-0.57%)
(As of 04/26/2024 ET)
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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)
131
Total
Institutional Inflows
(last 12 months)
$151.74M
Number of
Institutional Sellers
(last 12 months)
154
Total
Institutional Outflows
(last 12 months)
$192.33M
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EMLP Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
3/22/2024PNC 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%
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2/26/2024Integrated 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%
2/23/2024Beacon Financial Group162,518$4.50M0.5%-23.9%0.182%
2/15/2024Forefront Analytics LLC229,728$6.36M3.1%+24.5%0.257%
2/14/2024Northwest Wealth Management LLC19,406$537K0.2%-4.0%0.022%
2/14/2024Icon Wealth Advisors LLC37,791$1.05M0.1%N/A0.042%
2/14/2024Visionary Wealth Advisors22,293$617K0.0%-6.3%0.025%
2/14/2024VitalStone Financial LLC2,389$66K0.1%-23.1%0.003%
2/14/2024Cresset Asset Management LLC2,011,985$55.71M0.3%-4.6%2.249%
2/14/2024Regal Investment Advisors LLC30,106$834K0.1%-6.2%0.034%
2/14/2024Waterloo Capital L.P.19,437$538K0.1%N/A0.022%
2/13/2024Fairview Capital Investment Management LLC732,091$20.27M1.2%-2.4%0.818%
2/12/2024ORBA Wealth Advisors L.L.C.67,001$1.86M1.1%N/A0.075%
2/12/2024New Republic Capital LLC54,780$1.52M1.1%+94.4%0.061%
2/12/2024Focus Financial Network Inc. ADV7,765$215K0.0%N/A0.009%
2/12/2024Stifel Financial Corp337,611$9.35M0.0%-4.2%0.377%
2/12/2024Beta Wealth Group Inc.7,767$215K0.1%-20.2%0.009%
2/12/2024Glassman Wealth Services6,368$176K0.0%-38.6%0.007%
2/12/2024Perella Weinberg Partners Capital Management LP1,407,431$38.97M3.2%-61.8%1.573%
2/9/2024Orion 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%
2/9/2024Divergent Wealth Advisors10,572$293K0.1%N/A0.012%
2/9/2024 Barry Investment Advisors LLC385,333$10.67M3.6%+2.3%0.431%
2/9/2024Corient Private Wealth LLC200,834$5.56M0.0%-0.6%0.224%
2/9/2024D.A. Davidson & CO.83,860$2.32M0.0%+3.3%0.094%
2/9/2024Wells Fargo & Company MN2,065,015$57.18M0.0%-2.5%2.308%
2/9/2024Motco32,582$902K0.1%-1.7%0.036%
2/9/2024UBS Group AG1,691,943$46.85M0.0%-6.3%1.891%
2/9/2024PNC Financial Services Group Inc.9,072$251K0.0%+84.0%0.010%
2/8/2024Lee Financial Co773,427$21.42M3.8%-1.2%0.865%
2/8/2024Kingsview Wealth Management LLC60,715$1.68M0.1%-5.6%0.068%
2/8/2024Alpha Omega Group Inc.320,906$8.89M15.6%+1.0%0.359%
2/8/2024Beacon Pointe Advisors LLC190,848$5.29M0.1%-3.2%0.213%
2/8/2024 KLR Investment Advisors LLC16,746$464K0.3%-2.5%0.019%
2/8/2024Janney Montgomery Scott LLC74,660$2.07M0.0%-3.5%0.083%
2/8/2024Pinnacle Wealth Planning Services Inc.142,805$3.95M0.6%+1.5%0.160%
2/7/2024Avantax Advisory Services Inc.317,236$8.78M0.1%-1.9%0.355%
2/7/2024Envestnet Portfolio Solutions Inc.40,194$1.11M0.0%-20.6%0.045%
2/7/2024 NBC Securities Inc.5,557$153K0.0%+88.6%0.006%
2/7/2024Great Diamond Partners LLC36,007$997K0.2%+8.0%0.040%
2/7/2024Endowment Wealth Management Inc.10,758$298K0.2%-19.8%0.012%
2/7/2024Principal Securities Inc.1,752$49K0.0%N/A0.002%
2/7/2024Wealthspire Advisors LLC1,888,339$52.29M0.7%+3.0%2.111%
2/6/2024Gryphon Financial Partners LLC16,807$465K0.1%-6.9%0.019%
2/6/2024Welch & Forbes LLC1,112,225$30.80M0.5%-1.1%1.243%
2/6/2024Apollon Wealth Management LLC9,349$259K0.0%-19.0%0.010%
2/6/2024Private Advisor Group LLC170,893$4.73M0.0%-4.3%0.191%
2/6/2024Benjamin F. Edwards & Company Inc.51,461$1.43M0.0%-41.0%0.058%
2/6/2024SRS Capital Advisors Inc.9,013$250K0.0%-83.7%0.010%
2/6/2024Benjamin Edwards Inc.1,102$31K0.0%-36.9%0.001%
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2/6/2024Disciplina Capital Management LLC630,874$17.47M3.3%-3.1%0.705%
2/6/2024Great Valley Advisor Group Inc.7,271$201K0.0%N/A0.008%
2/5/2024Beck Bode LLC53,070$1.47M0.3%-15.2%0.059%
2/5/2024Savant Capital LLC84,261$2.33M0.0%+2.4%0.094%
2/5/2024Stegent Equity Advisors Inc.134,487$3.72M4.4%+227.4%0.150%
2/5/2024Kestra Private Wealth Services LLC28,889$800K0.0%-9.2%0.032%
2/5/2024Fernwood Investment Management LLC62,970$1.74M0.4%-8.3%0.070%
2/5/2024 Mather Group LLC.28,396$786K0.0%-19.6%0.032%
2/5/2024Silver Oak Securities Incorporated9,292$257K0.0%+21.6%0.010%
2/5/2024Magnus Financial Group LLC26,590$736K0.1%-10.9%0.030%
(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, 305 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 243 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), Wealthspire Advisors LLC ($623.69K), UBS Group AG ($572.48K), 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 24,967,670 shares in the last 24 months. This purchase volume represents approximately $653.64M in transactions.

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

Of the 202 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), HighTower Advisors LLC ($1.39M), Tiedemann Advisors LLC ($1.39M), Crumly & Associates Inc. ($583.50K), Cresset Asset Management LLC ($462.66K), UBS Group AG ($291.43K), and Northwestern Mutual Wealth Management Co. ($289.32K).

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

Institutional investors have sold a total of 12,492,322 shares in the last 24 months. This volume of shares sold represents approximately $336.58M in transactions.


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This page (NYSEARCA:EMLP) was last updated on 4/28/2024 by MarketBeat.com Staff

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