EMLP Institutional Ownership
First Trust North American Energy Infrastructure Fund
1W: +0.2%
1M: -6.0%
3M: -4.2%
YTD: +8.7%
1Y: +9.6%
3Y: +68.0%
5Y: +101.3%
$41.54
+0.27 (+0.65%)
Weekly Expected Move ±1.3%
$40
$41
$42
$42
$43
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — EMLP
408
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
25
New Positions
151
Increased
162
Reduced
32
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (432 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 18,073,454 | $751M | -88,859 | -0.5% | 56Q | SEC ↗ |
| 2 | Capital Investment Advisors, LLC | 4,351,092 | $181M | +73,314 | +1.7% | 41Q | SEC ↗ |
| 3 | Cresset Asset Management, LLC | 3,008,231 | $125M | +201,921 | +7.2% | 28Q | SEC ↗ |
| 4 | AlTi Global, Inc. | 2,813,338 | $117M | +7,078 | +0.3% | 11Q | SEC ↗ |
| 5 | LPL Financial LLC | 2,723,272 | $113M | +102,640 | +3.9% | 54Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 2,550,741 | $106M | +167,594 | +7.0% | 15Q | SEC ↗ |
| 7 | Glenview Trust Co | 2,464,673 | $102M | -10,280 | -0.4% | 39Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 2,398,241 | $100M | +541 | +0.0% | 56Q | SEC ↗ |
| 9 | Wealthspire Advisors, LLC | 2,078,591 | $86M | +29,827 | +1.5% | 29Q | SEC ↗ |
| 10 | Cerity Partners OCIO LLC | 1,632,808 | $68M | -202,489 | -11.0% | 9Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 1,410,582 | $59M | +1,687 | +0.1% | 56Q | SEC ↗ |
| 12 | UBS Group AG | 1,359,266 | $56M | +32,366 | +2.4% | 47Q | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 1,022,028 | $42M | +125,114 | +13.9% | 26Q | SEC ↗ |
| 14 | GLENMEDE TRUST CO NA | 1,016,293 | $42M | -65,073 | -6.0% | 3Q | SEC ↗ |
| 15 | Welch & Forbes LLC | 937,533 | $39M | -58,470 | -5.9% | 15Q | SEC ↗ |
| 16 | ALTFEST L J & CO INC | 933,490 | $39M | -25,348 | -2.6% | 35Q | SEC ↗ |
| 17 | RAYMOND JAMES FINANCIAL INC | 929,828 | $39M | +61,105 | +7.0% | 7Q | SEC ↗ |
| 18 | Disciplina Capital Management LLC | 917,917 | $38M | +59,787 | +7.0% | 31Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 908,936 | $38M | +37,133 | +4.3% | 35Q | SEC ↗ |
| 20 | Mariner, LLC | 763,564 | $32M | -12,342 | -1.6% | 26Q | SEC ↗ |
| 21 | Lee Financial Co | 693,567 | $29M | +5,210 | +0.8% | 26Q | SEC ↗ |
| 22 | Jaffetilchin Investment Partners, LLC | 637,494 | $26M | -5,271 | -0.8% | 40Q | SEC ↗ |
| 23 | Modern Wealth Management, LLC | 509,418 | $21M | -11,448 | -2.2% | 7Q | SEC ↗ |
| 24 | Barry Investment Advisors, LLC | 502,343 | $21M | +27,986 | +5.9% | 24Q | SEC ↗ |
| 25 | KESTRA PRIVATE WEALTH SERVICES, LLC | 493,559 | $21M | +93,844 | +23.5% | 20Q | SEC ↗ |
| 26 | Vernal Point Advisors, LLC | 356,136 | $15M | +58,478 | +19.6% | 10Q | SEC ↗ |
| 27 | Cetera Investment Advisers | 340,160 | $14M | -105,324 | -23.6% | 23Q | SEC ↗ |
| 28 | New England Private Wealth Advisors LL | 311,610 | $13M | -7,474 | -2.3% | 55Q | SEC ↗ |
| 29 | Arkos Global Advisors | 299,059 | $12M | +5,309 | +1.8% | 27Q | SEC ↗ |
| 30 | ENVESTNET ASSET MANAGEMENT INC | 296,495 | $12M | -46,639 | -13.6% | 55Q | SEC ↗ |
| 31 | JPMORGAN CHASE & CO | 280,154 | $12M | +7,120 | +2.6% | 56Q | SEC ↗ |
| 32 | OSAIC HOLDINGS, INC. | 272,058 | $11M | +9,512 | +3.6% | 26Q | SEC ↗ |
| 33 | AMERIPRISE FINANCIAL INC | 271,051 | $11M | +4,570 | +1.7% | 6Q | SEC ↗ |
| 34 | Cambridge Investment Research Advisors | 258,935 | $11M | -16,532 | -6.0% | 53Q | SEC ↗ |
| 35 | Beacon Pointe Advisors, LLC | 254,060 | $11M | +34,523 | +15.7% | 18Q | SEC ↗ |
| 36 | STIFEL FINANCIAL CORP | 245,139 | $10M | -8,892 | -3.5% | 49Q | SEC ↗ |
| 37 | Kestra Advisory Services, LLC | 229,096 | $10M | +3,661 | +1.6% | 24Q | SEC ↗ |
| 38 | PARK NATIONAL CORP /OH | 217,988 | $9M | +5,935 | +2.8% | 15Q | SEC ↗ |
| 39 | Private Advisor Group, LLC | 215,208 | $9M | +58 | +0.0% | 51Q | SEC ↗ |
| 40 | Nvest Wealth Strategies, Inc. | 211,073 | $9M | +6,501 | +3.2% | 3Q | SEC ↗ |
| 41 | JONES FINANCIAL COMPANIES LLLP | 201,047 | $8M | +42,868 | +27.1% | 10Q | SEC ↗ |
| 42 | Pinnacle Wealth Planning Services, Inc | 197,600 | $8M | +3,029 | +1.6% | 34Q | SEC ↗ |
| 43 | Crusonia Wealth Advisors LLC | 197,288 | $8M | -737 | -0.4% | 3Q | SEC ↗ |
| 44 | Ashton Thomas Private Wealth, LLC | 196,225 | $8M | -1,793 | -0.9% | 19Q | SEC ↗ |
| 45 | UMB Bank, n.a. | 195,470 | $8M | -8,357 | -4.1% | 33Q | SEC ↗ |
| 46 | New Republic Capital, LLC | 176,687 | $7M | +15,066 | +9.3% | 15Q | SEC ↗ |
| 47 | CERTUITY, LLC | 170,353 | $7M | +20,514 | +13.7% | 6Q | SEC ↗ |
| 48 | Focus Financial Network, Inc. | 166,609 | $7M | +38,585 | +30.1% | 10Q | SEC ↗ |
| 49 | MML INVESTORS SERVICES, LLC | 164,255 | $7M | +10,900 | +7.1% | 37Q | SEC ↗ |
| 50 | IHT Wealth Management, LLC | 163,247 | $7M | +1,650 | +1.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Xcelsior Advisor Partners LLC | 72,032 | $3M |
| TOUNJIAN ADVISORY PARTNERS, LLC | 49,262 | $2M |
| PUFF WEALTH MANAGEMENT, LLC | 48,950 | $2M |
| LeClair Wealth Partners LLC | 38,084 | $2M |
| Coppell Advisory Solutions LLC | 25,076 | $1M |
| Integrated Wealth Concepts LLC | 20,042 | $833K |
| Global Retirement Partners, LLC | 15,328 | $637K |
| IFG Advisory, LLC | 10,303 | $428K |
| Van Diest Capital, LLC | 8,876 | $369K |
| MGO ONE SEVEN LLC | 8,603 | $357K |
| StoneX Group Inc. | 6,181 | $257K |
| Summit Financial, LLC | 5,835 | $242K |
| Manhattan West Asset Management, LL | 5,782 | $240K |
| HBK Sorce Advisory LLC | 5,447 | $226K |
| D. E. Shaw & Co., Inc. | 5,112 | $212K |
| PRINCIPAL SECURITIES, INC. | 4,643 | $193K |
| Aster Capital Management (DIFC) Ltd | 3,676 | $153K |
| COMPASS FINANCIAL MANAGEMENT LLC | 832 | $35K |
| Plante Moran Financial Advisors, LL | 800 | $33K |
| IMA Advisory Services, Inc. | 696 | $29K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Prasad Wealth Partners, LLC | 222,641 | $9M |
| B. Riley Wealth Advisors, Inc. | 178,744 | $7M |
| Independent Advisor Alliance | 98,637 | $4M |
| ArchPoint Investors | 71,081 | $3M |
| TrueWealth Financial Partners | 64,506 | $3M |
| CITADEL ADVISORS LLC | 64,006 | $3M |
| Ascentis Independent Advisors | 54,188 | $2M |
| Capital Advisory Group Advisory Ser | 41,590 | $2M |
| M&T Bank Corp | 33,904 | $1M |
| Quadrature Capital Ltd | 32,838 | $1M |
| Integrated Advisors Network LLC | 29,254 | $1M |
| GTS SECURITIES LLC | 24,198 | $1M |
| Claro Advisors Inc. | 18,955 | $787K |
| Forefront Analytics, LLC | 18,435 | $766K |
| Envestnet Portfolio Solutions, Inc. | 18,121 | $753K |
| BRIAN LOW FINANCIAL GROUP, LLC | 16,855 | $700K |
| Destiny Wealth Partners, LLC | 16,588 | $689K |
| MATRIX PRIVATE CAPITAL GROUP LLC | 13,151 | $546K |
| HRT FINANCIAL LP | 12,714 | $528K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 12,620 | $524K |