First Trust North American EEMLPETF
13F holders, Q1 2024 (March 31)288holders
3famous investors
$29.52avg. 13F price*
At the end of Q1 2024, 288 institutions reported holding First Trust North American E (EMLP) in their 13F filings. The largest holders were Morgan Stanley ($464.2M), AlTi Global, Inc. ($102.6M) and Capital Investment Advisors, LLC ($102.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- First Trust North American E
- CUSIP
- 33738D101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $8.5M |
| Exits | 18 | $6.3M |
Ownership 288 holders
| Morgan Stanley | 0.04% | Reduce -1.7% | 15,718,248 | $464.2M |
| AlTi Global, Inc. | 2.86% | Reduce -5.9% | 3,474,985 | $102.6M |
| Capital Investment Advisors, LLC | 2.39% | Add +2.0% | 3,472,948 | $102.6M |
| Glenview Trust Co | 1.56% | Add +2.4% | 2,452,045 | $72.4M |
| Wells Fargo & Company | 0.02% | Add +1.4% | 2,093,775 | $61.8M |
| Cresset Asset Management, LLC | 0.27% | Reduce -5.5% | 1,901,451 | $56.1M |
| Wealthspire Advisors, LLC | 0.73% | Reduce -1.6% | 1,857,811 | $54.9M |
| Bank of America Corp. | 0.01% | Add +1.9% | 1,734,158 | $51.2M |
| LPL Financial LLC | 0.03% | Reduce -3.5% | 1,647,536 | $48.7M |
| Royal Bank of Canada | 0.01% | Reduce -35.7% | 1,456,363 | $43.0M |
| Comprehensive Wealth Management, LLC | 33.37% | Add +0.4% | 1,451,325 | $42.9M |
| UBS Group AG | 0.01% | Reduce -20.1% | 1,352,480 | $39.9M |
| Welch & Forbes LLC | 0.45% | Reduce -0.4% | 1,107,664 | $32.7M |
| Glenmede Trust Co. NA | 0.15% | Reduce -1.5% | 1,047,086 | $30.9M |
| Altfest L J & Co. Inc. | 4.30% | Reduce -0.5% | 1,028,072 | $30.4M |
| Arvest Trust Co. N A | 1.53% | Add +2.3% | 910,392 | $26.9M |
| Mariner, LLC | 0.05% | Reduce -1.2% | 855,807 | $25.3M |
| Rockefeller Capital Management L.P. | 0.07% | Add +5.6% | 816,986 | $24.1M |
| Lee Financial Co | 3.72% | Reduce -2.7% | 752,878 | $22.2M |
| Jaffetilchin Investment Partners, LLC | 1.88% | Add +302.5% | 709,808 | $21.0M |
| Disciplina Capital Management LLC | 3.12% | Reduce -0.9% | 625,362 | $18.5M |
| Fairview Capital Investment Management, LLC | 0.97% | Reduce -20.7% | 580,267 | $17.1M |
| JPMorgan Chase & Co. | 0.00% | Add +4.3% | 544,555 | $16.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +0.4% | 476,027 | $14.1M |
| UMB Bank, n.a. | 0.22% | Reduce -6.7% | 469,113 | $13.9M |
| Barry Investment Advisors, LLC | 3.90% | Add +2.9% | 396,512 | $11.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.4% | 346,193 | $10.2M |
| Avantax Advisory Services, Inc. | 0.09% | Add +4.9% | 332,859 | $9.8M |
| Alpha Omega Group, Inc. | 13.68% | Add +3.0% | 330,701 | $9.8M |
| Arvest Investments, Inc. | 1.48% | Add +0.1% | 315,880 | $9.3M |
| Jane Street Group, LLC | 0.01% | Add +1308.8% | 314,463 | $9.3M |
| Arkos Global Advisors | 1.34% | Reduce -2.8% | 272,264 | $8.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -9.7% | 271,998 | $8.0M |
| New England Private Wealth Advisors LLC | 1.36% | Add +2.6% | 262,302 | $7.7M |
| Kestra Advisory Services, LLC | 0.05% | Add +6.8% | 246,773 | $7.3M |
| Susquehanna International Group, LLP | 0.01% | Add +2.3% | 235,252 | $6.9M |
| Ashton Thomas Private Wealth, LLC | 0.39% | Reduce -4.5% | 232,520 | $6.9M |
| Forefront Analytics, LLC | 3.23% | Reduce -1.8% | 225,508 | $6.7M |
| Perella Weinberg Partners Capital Management LP | 0.62% | Reduce -85.2% | 207,706 | $6.1M |
| Corient Private Wealth LP | 0.01% | Reduce -3.7% | 193,334 | $5.7M |
| Park National Corp. | 0.22% | Reduce -4.8% | 191,712 | $5.7M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -1.6% | 187,792 | $5.5M |
| Raymond James & Associates | 0.00% | Reduce -11.9% | 187,287 | $5.5M |
| Private Advisor Group, LLC | 0.04% | Add +8.2% | 184,833 | $5.5M |
| Comerica Bank | 0.02% | Reduce -5.4% | 184,816 | $5.5M |
| Baird Financial Group, Inc. | 0.01% | Add +0.1% | 180,808 | $5.3M |
| FourThought Financial Partners, LLC | 0.59% | Add +10.9% | 174,931 | $5.2M |
| Intrua Financial, LLC | 0.80% | Reduce -46.2% | 173,805 | $5.1M |
| Stifel Financial Corp. | 0.01% | Reduce -52.8% | 159,455 | $4.7M |
| Beacon Financial Group | 0.53% | Reduce -3.9% | 156,249 | $4.6M |
| MML Investors Services, LLC | 0.02% | Reduce -29.6% | 154,501 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -38.2% | 151,842 | $4.5M |
| Cetera Investment Advisers | 0.01% | Add +110.2% | 149,279 | $4.4M |
| Captrust Financial Advisors | 0.02% | Reduce -3.5% | 148,106 | $4.4M |
| Pinnacle Wealth Planning Services, Inc. | 0.64% | Add +3.6% | 147,932 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +22.2% | 147,812 | $4.4M |
| Flagstar Securities, Inc. | 1.18% | Reduce -1.1% | 143,911 | $4.2M |
| Appleton Partners Inc. | 0.32% | Add +0.9% | 138,423 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.3% | 137,852 | $4.1M |
| Elevated Capital Advisors, LLC | 1.08% | Add +7.0% | 127,540 | $3.8M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -35.4% | 139,475 | $3.7M |
| GenTrust, LLC | 0.22% | Reduce -7.8% | 122,038 | $3.6M |
| Sandy Spring Bank | 0.16% | Add +1.9% | 120,212 | $3.5M |
| Chicago Partners Investment Group LLC | 0.15% | Add +2.8% | 117,833 | $3.5M |
| Stegent Equity Advisors, Inc. | 3.09% | Reduce -23.4% | 102,978 | $3.0M |
| Wela Strategies, Inc. | 1.35% | Add +18.8% | 96,609 | $2.9M |
| Snowden Capital Advisors LLC | 0.09% | Add +10.2% | 95,952 | $2.8M |
| Private Advisory Group LLC | 0.38% | Add +111.6% | 91,374 | $2.7M |
| Greytown Advisors Inc. | 1.49% | Add +24.3% | 89,552 | $2.6M |
| Prospera Financial Services Inc | 0.08% | Add +0.9% | 86,466 | $2.6M |
| Savant Capital, LLC | 0.03% | Reduce -0.4% | 83,950 | $2.5M |
| Crumly & Associates Inc. | 0.64% | Reduce -7.4% | 82,886 | $2.4M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.6% | 82,529 | $2.4M |
| ArchPoint Investors | 0.99% | No change | 80,000 | $2.4M |
| Investors Research Corp | 0.53% | Reduce -6.0% | 77,169 | $2.3M |
| New Republic Capital, LLC | 1.43% | Add +38.8% | 76,037 | $2.2M |
| Daymark Wealth Partners, LLC | 0.12% | Reduce -0.9% | 75,118 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.3% | 72,920 | $2.2M |
| Landmark Wealth Management, LLC | 0.98% | Add +2.4% | 71,765 | $2.1M |
| Renaissance Technologies | 0.00% | Reduce -22.0% | 70,500 | $2.1M |
| Glass Jacobson Investment Advisors llc | 0.75% | Reduce -1.6% | 67,266 | $2.0M |
| ORBA Wealth Advisors, L.L.C. | 1.08% | Reduce -1.1% | 66,241 | $2.0M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -9.4% | 65,832 | $1.9M |
| Kingsview Wealth Management, LLC | 0.05% | Add +3.1% | 62,592 | $1.8M |
| Fernwood Investment Management, LLC | 0.53% | Reduce -2.7% | 61,270 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -7.2% | 59,105 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -7.2% | 59,105 | $1.7M |
| Auour Investments LLC | 0.64% | Add +0.4% | 58,645 | $1.7M |
| PCG Wealth Advisors, LLC | 0.79% | Reduce -5.8% | 56,252 | $1.7M |
| Magnolia Capital Advisors LLC | 1.35% | Reduce -0.4% | 55,409 | $1.6M |
| WealthCare Investment Partners, LLC | 0.78% | Reduce -18.6% | 54,723 | $1.6M |
| Sigma Planning Corp | 0.05% | Add +68.3% | 53,510 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +44.2% | 53,025 | $1.6M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Add +1.9% | 52,449 | $1.5M |
| Walker Asset Management, LLC | 0.97% | Add +3.4% | 49,781 | $1.5M |
| Capital Advisory Group Advisory Services, LLC | 0.66% | Add +0.9% | 47,345 | $1.4M |
| BlueChip Wealth Advisors LLC | 0.89% | Add +9.4% | 46,960 | $1.4M |
| Beck Bode, LLC | 0.28% | Reduce -12.1% | 46,633 | $1.4M |
| Colorado Capital Management, Inc. | 0.80% | Reduce -1.0% | 46,600 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -21.9% | 43,640 | $1.3M |
"% of holder's portfolio" is EMLP's weight in each manager's 13F, not the share of First Trust North American E the manager owns.