First Trust North American EEMLPETF
13F holders, Q2 2024 (June 30)301holders +13
26new positions
11sold out
2famous investors
$30.48avg. 13F price*
At the end of Q2 2024, 301 institutions reported holding First Trust North American E (EMLP) in their 13F filings, up 13 from Q1 2024. 26 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($497.7M), Capital Investment Advisors, LLC ($108.0M) and AlTi Global, Inc. ($105.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $7.0M |
| Exits | 11 | $2.9M |
All 13F filers, Q1 2024 → Q2 2024: 1,860,376 shares bought and 2,783,200 shares sold, net −922,824 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 301 holders
| Morgan Stanley | 0.04% | Add +3.9% | 16,338,216 | $497.7M |
| Capital Investment Advisors, LLC | 2.44% | Add +2.1% | 3,545,194 | $108.0M |
| AlTi Global, Inc. | 2.83% | Reduce -0.6% | 3,455,571 | $105.3M |
| Glenview Trust Co | 1.52% | Add +1.0% | 2,475,546 | $75.4M |
| Wells Fargo & Company | 0.02% | Add +3.1% | 2,158,567 | $65.7M |
| Cresset Asset Management, LLC | 0.27% | Add +9.0% | 2,072,094 | $63.1M |
| Wealthspire Advisors, LLC | 0.73% | Add +1.4% | 1,884,183 | $57.4M |
| LPL Financial LLC | 0.03% | Add +4.3% | 1,717,583 | $52.3M |
| Bank of America Corp. | 0.00% | Reduce -5.9% | 1,631,215 | $49.7M |
| UBS Group AG | 0.01% | Add +2.7% | 1,388,713 | $42.3M |
| Comprehensive Wealth Management, LLC | 30.50% | Reduce -5.6% | 1,369,573 | $41.7M |
| Cerity Partners OCIO LLC | 3.15% | — | 1,348,595 | $41.1M |
| Royal Bank of Canada | 0.01% | Reduce -13.3% | 1,263,190 | $38.5M |
| Welch & Forbes LLC | 0.45% | Reduce -0.4% | 1,103,293 | $33.7M |
| Glenmede Trust Co. NA | 0.17% | Add +3.6% | 1,084,579 | $33.0M |
| Altfest L J & Co. Inc. | 4.15% | Reduce -2.9% | 998,105 | $30.4M |
| Arvest Trust Co. N A | 1.66% | Add +0.6% | 915,671 | $27.9M |
| Mariner, LLC | 0.05% | Reduce -3.0% | 829,951 | $25.3M |
| Rockefeller Capital Management L.P. | 0.07% | Add +1.1% | 825,535 | $25.1M |
| Lee Financial Co | 3.74% | Reduce -0.1% | 752,508 | $22.9M |
| Jaffetilchin Investment Partners, LLC | 1.90% | Add +2.9% | 730,083 | $22.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +6.7% | 507,844 | $15.5M |
| UMB Bank, n.a. | 0.23% | Reduce -2.4% | 458,064 | $14.0M |
| Avantax Advisory Services, Inc. | 0.09% | Add +24.5% | 414,396 | $12.6M |
| Barry Investment Advisors, LLC | 4.13% | Add +1.1% | 401,059 | $12.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -36.4% | 346,382 | $10.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.2% | 345,539 | $10.5M |
| Fairview Capital Investment Management, LLC | 0.57% | Reduce -42.6% | 333,039 | $10.1M |
| Alpha Omega Group, Inc. | 12.58% | Reduce -1.2% | 326,875 | $10.0M |
| Arvest Investments, Inc. | 1.48% | Reduce -4.3% | 302,349 | $9.2M |
| Arkos Global Advisors | 1.36% | Add +1.4% | 276,073 | $8.4M |
| New England Private Wealth Advisors LLC | 1.39% | Reduce -0.5% | 261,130 | $8.0M |
| Kestra Advisory Services, LLC | 0.04% | Add +2.4% | 252,736 | $7.7M |
| Forefront Analytics, LLC | 3.39% | Add +3.2% | 232,768 | $7.1M |
| Ashton Thomas Private Wealth, LLC | 0.39% | Reduce -0.7% | 231,000 | $7.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -18.7% | 221,145 | $6.7M |
| Osaic Holdings, Inc. | 0.01% | Add +31.0% | 198,929 | $6.1M |
| Comerica Bank | 0.02% | Add +1.4% | 187,477 | $5.7M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -1.9% | 184,268 | $5.6M |
| Park National Corp. | 0.20% | Reduce -5.0% | 182,058 | $5.5M |
| Raymond James & Associates | 0.00% | Reduce -3.2% | 181,225 | $5.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.3% | 180,247 | $5.5M |
| FourThought Financial Partners, LLC | 0.70% | Add +1.8% | 177,997 | $5.4M |
| Flagstar Securities, Inc. | 1.38% | Add +14.9% | 165,308 | $5.0M |
| Stifel Financial Corp. | 0.01% | Add +2.7% | 163,816 | $5.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.7% | 159,241 | $4.9M |
| Private Advisor Group, LLC | 0.03% | Reduce -17.7% | 152,124 | $4.6M |
| Captrust Financial Advisors | 0.01% | Add +2.1% | 151,164 | $4.6M |
| Beacon Financial Group | 0.52% | Reduce -4.4% | 149,348 | $4.5M |
| Pinnacle Wealth Planning Services, Inc. | 0.65% | Add +0.8% | 149,091 | $4.5M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Add +2.8% | 143,337 | $4.4M |
| Corient Private Wealth LP | 0.01% | Reduce -28.4% | 138,334 | $4.2M |
| Appleton Partners Inc. | 0.32% | Reduce -0.6% | 137,600 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.6% | 132,854 | $4.0M |
| MML Investors Services, LLC | 0.02% | Reduce -15.3% | 130,898 | $4.0M |
| GenTrust, LLC | 0.22% | Add +6.5% | 129,938 | $4.0M |
| Cetera Investment Advisers | 0.01% | Reduce -16.4% | 124,764 | $3.8M |
| Chicago Partners Investment Group LLC | 0.14% | Reduce -0.1% | 117,720 | $3.7M |
| Stegent Equity Advisors, Inc. | 3.72% | Add +13.8% | 117,198 | $3.6M |
| Sandy Spring Bank | 0.16% | Reduce -3.4% | 116,114 | $3.5M |
| Private Advisory Group LLC | 0.40% | Add +9.8% | 100,301 | $3.1M |
| Daymark Wealth Partners, LLC | 0.14% | Add +32.1% | 99,210 | $3.0M |
| Wela Strategies, Inc. | 1.40% | Add +2.4% | 98,917 | $3.0M |
| New Republic Capital, LLC | 1.48% | Add +26.9% | 96,463 | $2.9M |
| Snowden Capital Advisors LLC | 0.09% | Reduce -0.3% | 95,694 | $2.9M |
| Greytown Advisors Inc. | 1.69% | Add +5.5% | 94,462 | $2.9M |
| Jane Street Group, LLC | 0.00% | Reduce -71.1% | 90,903 | $2.8M |
| Prospera Financial Services Inc | 0.07% | Add +1.4% | 87,712 | $2.7M |
| Savant Capital, LLC | 0.03% | Reduce -0.7% | 83,390 | $2.5M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.3% | 82,279 | $2.5M |
| Sanctuary Advisors, LLC | 0.02% | — | 84,556 | $2.5M |
| ArchPoint Investors | 0.90% | Reduce -2.1% | 78,300 | $2.4M |
| Crumly & Associates Inc. | 0.67% | Reduce -7.7% | 76,477 | $2.3M |
| Investors Research Corp | 0.54% | Reduce -1.4% | 76,068 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.9% | 74,293 | $2.3M |
| Landmark Wealth Management, LLC | 1.62% | Reduce -4.8% | 68,341 | $2.1M |
| Vernal Point Advisors, LLC | 1.47% | Add +97.3% | 67,833 | $2.1M |
| Glass Jacobson Investment Advisors llc | 0.75% | Add +0.0% | 67,290 | $2.0M |
| ORBA Wealth Advisors, L.L.C. | 1.04% | Reduce -0.3% | 66,063 | $2.0M |
| Kingsview Wealth Management, LLC | 0.05% | Add +5.3% | 65,908 | $2.0M |
| Private Ocean, LLC | 0.17% | Add +95.0% | 63,739 | $1.9M |
| Fernwood Investment Management, LLC | 0.58% | No change | 61,270 | $1.9M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -6.9% | 61,269 | $1.9M |
| Elevated Capital Advisors, LLC | 0.51% | Reduce -53.1% | 59,771 | $1.8M |
| Auour Investments LLC | 0.66% | Reduce -0.3% | 58,471 | $1.8M |
| ORG Partners LLC | 0.21% | New | 56,850 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -4.4% | 56,509 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -4.4% | 56,509 | $1.7M |
| PCG Wealth Advisors, LLC | 0.72% | Reduce -3.0% | 54,574 | $1.7M |
| Magnolia Capital Advisors LLC | 0.92% | Reduce -2.8% | 53,873 | $1.6M |
| WealthCare Investment Partners, LLC | 0.74% | Reduce -4.0% | 52,532 | $1.6M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Reduce -2.2% | 51,294 | $1.6M |
| Sigma Planning Corp | 0.05% | Reduce -4.8% | 50,940 | $1.6M |
| BlueChip Wealth Advisors LLC | 0.87% | Add +3.4% | 48,551 | $1.5M |
| Walker Asset Management, LLC | 0.96% | Reduce -6.0% | 46,819 | $1.4M |
| Capital Advisory Group Advisory Services, LLC | 0.58% | Reduce -5.3% | 44,849 | $1.4M |
| Waverly Advisors, LLC | 0.03% | Add +20.4% | 44,684 | $1.4M |
| MGB Wealth Management, LLC | 0.51% | Add +0.0% | 43,381 | $1.4M |
| Motco | 0.08% | Add +0.1% | 43,379 | $1.3M |
| Virtue Capital Management, LLC | 0.22% | Reduce -3.1% | 41,005 | $1.3M |
| Betterment LLC | 0.00% | Add +0.0% | 42,110 | $1.3M |
| Hancock Whitney Corp. | 0.04% | Add +1.8% | 41,524 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -5.0% | 41,463 | $1.3M |
| Beck Bode, LLC | 0.25% | Reduce -12.3% | 40,893 | $1.2M |
| Icon Wealth Advisors, LLC | 0.11% | Add +0.7% | 38,260 | $1.2M |
| Arq Wealth Advisors, LLC | 0.52% | Add +7.8% | 39,501 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +20.9% | 39,090 | $1.2M |
| Hobart Private Capital, LLC | 0.33% | Add +35.2% | 38,634 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -28.6% | 37,854 | $1.2M |
| Colorado Capital Management, Inc. | 0.65% | Reduce -18.1% | 38,172 | $1.2M |
| Disciplina Capital Management LLC | 0.19% | Reduce -98.0% | 12,260 | $1.1M |
| St. Louis Trust Co | 0.17% | No change | 36,000 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.5% | 35,531 | $1.1M |
| Great Diamond Partners, LLC | 0.24% | Reduce -5.0% | 33,062 | $1.0M |
| Arkadios Wealth Advisors | 0.07% | Add +57.0% | 31,691 | $965K |
| Continuum Advisory, LLC | 0.13% | Reduce -0.1% | 30,486 | $929K |
| Intrua Financial, LLC | 0.15% | Reduce -82.9% | 29,733 | $906K |
| Concurrent Investment Advisors, LLC | 0.03% | Add +1.3% | 29,564 | $901K |
| Cambridge Advisors Inc. | 0.21% | Reduce -0.8% | 29,169 | $888K |
| Next Capital Management LLC | 0.37% | No change | 28,673 | $873K |
| Inscription Capital, LLC | 0.14% | Add +10.7% | 28,590 | $871K |
| Truist Financial Corp. | 0.00% | Reduce -25.1% | 28,549 | $870K |
| Regal Investment Advisors LLC | 0.06% | Add +0.1% | 28,201 | $859K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +124.2% | 28,099 | $856K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +8.5% | 27,869 | $849K |
| Cottonwood Capital Advisors, LLC | 0.66% | Reduce -2.9% | 27,662 | $844K |
| Cherry Creek Investment Advisors, Inc. | 0.44% | Add +3.6% | 27,669 | $843K |
| Mather Group, Llc. | 0.01% | Reduce -1.9% | 27,853 | $822K |
| Magnus Financial Group LLC | 0.09% | Reduce -1.9% | 26,472 | $806K |
| Apella Capital, LLC | 0.04% | Add +0.4% | 26,126 | $797K |
| Kraematon Investment Advisors, Inc. | 0.80% | Add +0.5% | 25,889 | $789K |
| Renaissance Technologies | 0.00% | Reduce -63.7% | 25,600 | $780K |
| Quad-Cities Investment Group, LLC | 0.43% | Add +0.1% | 25,365 | $773K |
| Aprio Wealth Management, LLC | 0.14% | Reduce -6.7% | 24,996 | $761K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -9.2% | 24,620 | $750K |
| Kovack Advisors, Inc. | 0.08% | New | 23,422 | $713K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.1% | 23,023 | $701K |
| Harbour Investments, Inc. | 0.02% | Reduce -1.9% | 22,234 | $677K |
| Atria Investments, Inc | 0.01% | New | 21,340 | $650K |
| Wagner Wealth Management, LLC | 0.19% | Add +2.6% | 21,162 | $645K |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -21.0% | 21,036 | $641K |
| Stephens Inc. | 0.01% | No change | 21,005 | $640K |
| G&S Capital LLC | 0.27% | Reduce -3.9% | 19,729 | $613K |
| Visionary Wealth Advisors | 0.04% | Reduce -6.4% | 19,996 | $609K |
| Equitable Holdings, Inc. | 0.01% | Add +0.3% | 19,902 | $606K |
| Marshall Wace, LLP | 0.00% | Reduce -8.3% | 19,705 | $600K |
| Northwest Wealth Management, LLC | 0.15% | Add +0.3% | 19,557 | $596K |
| Americana Partners, LLC | 0.04% | Reduce -2.3% | 18,579 | $566K |
| Peak Planning Group, LLC | 0.28% | New | 18,460 | $562K |
| Gryphon Financial Partners LLC | 0.08% | No change | 18,370 | $560K |
| Claro Advisors Inc. | 0.09% | Reduce -30.1% | 18,251 | $556K |
| SignalPoint Asset Management, LLC | 0.15% | Reduce -0.7% | 18,048 | $550K |
| PBMares Wealth Management LLC | 0.13% | Reduce -1.1% | 18,033 | $549K |
| FAS Wealth Partners, Inc. | 0.05% | Add +12.5% | 17,819 | $543K |
| MCF Advisors LLC | 0.04% | Add +0.4% | 17,119 | $521K |
| Integrated Advisors Network LLC | 0.03% | Reduce -2.6% | 16,899 | $515K |
| Raymond James Trust N.A. | 0.01% | Reduce -17.2% | 16,633 | $507K |
| Destiny Wealth Partners, LLC | 0.09% | No change | 16,588 | $505K |
| Capital Analysts, LLC | 0.02% | Add +10.2% | 16,019 | $488K |
| Cozad Asset Management Inc. | 0.05% | Add +0.1% | 15,893 | $484K |
| Gateway Wealth Partners, LLC | 0.14% | New | 15,592 | $475K |
| Wealth Effects LLC | 0.17% | Reduce -0.6% | 15,428 | $470K |
| Aspen Investment Management Inc | 0.23% | No change | 15,270 | $465K |
| DHJJ Financial Advisors, Ltd. | 0.19% | Reduce -1.2% | 14,646 | $446K |
| Sheets Smith Wealth Management | 0.05% | Reduce -6.4% | 14,297 | $435K |
| Matrix Private Capital Group LLC | 0.26% | No change | 13,578 | $414K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -4.5% | 13,430 | $409K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 13,174 | $401K |
| Wintrust Investments LLC | 0.03% | Reduce -22.9% | 13,157 | $401K |
| Choreo, LLC | 0.01% | New | 12,989 | $395K |
| Oppenheimer & Co. Inc. | 0.01% | Add +49.2% | 12,570 | $383K |
| Pathstone Holdings, LLC | 0.00% | New | 12,500 | $381K |
| Wedmont Private Capital | 0.02% | Add +1.0% | 11,970 | $374K |
| Lido Advisors, LLC | 0.00% | Add +4.3% | 12,255 | $373K |
| RPg Family Wealth Advisory, LLC | 0.12% | Reduce -1.0% | 11,940 | $364K |
| Castle Rock Wealth Management, LLC | 0.09% | No change | 11,880 | $361K |
| GeoWealth Management, LLC | 0.02% | Add +38.1% | 11,650 | $355K |
| Avantax Planning Partners, Inc. | 0.01% | Add +2.1% | 11,641 | $355K |
| Ballew Advisors, Inc | 0.23% | Add +5.6% | 11,369 | $353K |
| Ancora Advisors LLC | 0.01% | Add +16.2% | 11,523 | $351K |
| IFG Advisory, LLC | 0.02% | New | 11,481 | $350K |
| Mission Creek Capital Partners, Inc. | 0.09% | Add +0.2% | 11,444 | $349K |
| Citadel Advisors | 0.00% | Reduce -71.3% | 11,289 | $344K |
| Moors & Cabot, Inc. | 0.02% | Add +10.8% | 11,119 | $339K |
| Creative Planning | 0.00% | Add +0.2% | 11,103 | $338K |
| MTM Investment Management, LLC | 0.14% | No change | 11,077 | $337K |
| Aveo Capital Partners, LLC | 0.04% | Reduce -32.2% | 10,728 | $327K |
| ProVise Management Group, LLC | 0.03% | Reduce -12.3% | 10,719 | $327K |
| Wealthspire Retirement, LLC | 0.03% | Add +0.3% | 10,553 | $321K |
| Divergent Wealth Advisors | 0.06% | Add +0.3% | 10,478 | $319K |
| Allworth Financial LP | 0.00% | No change | 9,866 | $311K |
| NorthCoast Asset Management LLC | 0.00% | No change | 10,162 | $310K |
| ICA Group Wealth Management, LLC | 0.18% | Reduce -56.6% | 10,040 | $306K |
| Peterson Wealth Advisors, LLC | 0.06% | Reduce -1.5% | 10,039 | $306K |
| Cascade Investment Group, Inc. | 0.24% | Reduce -0.5% | 9,953 | $303K |
| First Heartland Consultants, Inc. | 0.03% | Add +15.4% | 9,501 | $289K |
| Sebold Capital Management, Inc. | 0.19% | Reduce -20.4% | 9,234 | $281K |
| Prosperity Financial Group, Inc. | 0.18% | Reduce -5.2% | 9,213 | $281K |
| Arax Advisory Partners | 0.03% | Add +0.0% | 9,082 | $277K |
| Bank of New York Mellon Corp | 0.00% | New | 9,014 | $275K |
| FinTrust Capital Advisors, LLC | 0.05% | No change | 8,877 | $270K |
| Western Wealth Management, LLC | 0.02% | Add +1.2% | 8,826 | $269K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.9% | 8,337 | $254K |
| Susquehanna International Group, LLP | 0.00% | Reduce -96.5% | 8,140 | $248K |
| Advisory Services Network, LLC | 0.01% | Add +3.7% | 8,099 | $247K |
| Endowment Wealth Management, Inc. | 0.18% | Reduce -7.2% | 8,091 | $246K |
| Howard Financial Services, LTD. | 0.04% | Add +1.0% | 7,910 | $241K |
| Private Trust Co. NA | 0.03% | No change | 7,871 | $240K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -1.0% | 7,849 | $239K |
| IFP Advisors, Inc | 0.01% | Reduce -14.1% | 7,759 | $236K |
| Focus Financial Network, Inc. | 0.01% | Reduce -2.2% | 7,234 | $227K |
| AE Wealth Management LLC | 0.00% | New | 7,424 | $226K |
| IHT Wealth Management, LLC | 0.01% | New | 7,264 | $221K |
| Wedbush Securities Inc. | 0.01% | New | 7,254 | $221K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 7,230 | $220K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +4.5% | 7,211 | $220K |
| Unionview, LLC | 0.18% | Add +0.4% | 7,093 | $216K |
| Beta Wealth Group, Inc. | 0.10% | Reduce -4.0% | 7,077 | $216K |
| Saxon Interests, Inc. | 0.10% | No change | 7,011 | $214K |
| Lanark Financial, Inc. | 0.02% | Reduce -12.1% | 6,993 | $213K |
| Independent Financial Group, LLC | 0.01% | New | 6,908 | $210K |
| L.M. Kohn & Company | 0.06% | Reduce -2.9% | 6,800 | $207K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 6,788 | $207K |
| MV Capital Management, Inc. | 0.02% | New | 6,775 | $206K |
| International Assets Investment Management, LLC | 0.02% | Reduce -8.9% | 6,507 | $198K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -14.0% | 6,264 | $191K |
| Glassman Wealth Services | 0.03% | Reduce -5.0% | 6,048 | $184K |
| Blair William & Co. | 0.00% | Reduce -4.5% | 5,908 | $180K |
| REAP Financial Group, LLC | 0.05% | Reduce -31.9% | 5,718 | $174K |
| Realta Investment Advisors | 0.03% | Add +0.3% | 5,656 | $172K |
| Clearstead Advisors, LLC | 0.00% | Reduce -29.3% | 4,825 | $147K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -67.7% | 4,080 | $124K |
| Integrity Financial Corp | 0.08% | No change | 4,003 | $122K |
| Tucker Asset Management LLC | 0.03% | Add +12.4% | 3,913 | $119K |
| Larson Financial Group LLC | 0.01% | Add +588.6% | 3,870 | $118K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.2% | 3,658 | $111K |
| Register Financial Advisors LLC | 0.06% | Add +0.3% | 3,619 | $110K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,618 | $110K |
| Coppell Advisory Solutions LLC | 0.02% | — | 3,294 | $100K |
| Birch Capital Management, LLC | 0.05% | No change | 3,072 | $94K |
| Tyler-Stone Wealth Management | 0.03% | Add +0.2% | 2,633 | $80K |
| Jones Financial Companies LLLP | 0.00% | Add +108.7% | 2,594 | $79K |
| Cwm, LLC | 0.00% | Add +10.5% | 2,538 | $77K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | New | 2,500 | $76K |
| Lindbrook Capital, LLC | 0.01% | New | 2,263 | $69K |
| Principal Securities, Inc. | 0.00% | Reduce -3.7% | 2,237 | $68K |
| Blue Trust, Inc. | 0.00% | No change | 2,260 | $67K |
| Bessemer Group Inc. | 0.00% | New | 2,130 | $65K |
| Bokf, NA | 0.00% | No change | 1,976 | $60K |
| BlackRock Inc. | 0.00% | New | 1,975 | $60K |
| Triad Wealth Partners, LLC | 0.03% | New | 1,955 | $60K |
| VitalStone Financial, LLC | 0.04% | No change | 1,757 | $54K |
| GAMMA Investing LLC | 0.01% | No change | 1,695 | $52K |
| City Holding Co. | 0.01% | No change | 1,416 | $43K |
| Solstein Capital, LLC | 0.03% | No change | 1,317 | $40K |
| WR Wealth Planners, LLC | 0.01% | No change | 1,211 | $37K |
| Redwood Wealth Management Group, LLC | 0.03% | New | 1,200 | $37K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,179 | $36K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,125 | $34K |
| Benjamin Edwards Inc. | 0.01% | Add +1.2% | 1,105 | $34K |
| Parallel Advisors, LLC | 0.00% | No change | 1,027 | $31K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,000 | $30K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -36.7% | 963 | $29K |
| Bellevue Asset Management, LLC | 0.02% | No change | 922 | $28K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -14.7% | 903 | $28K |
| Franklin Resources Inc. | 0.00% | No change | 810 | $25K |
| Harbor Investment Advisory, LLC | 0.00% | Add +271.4% | 702 | $21K |
| Creative Financial Designs Inc. | 0.00% | Add +268.4% | 700 | $21K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 690 | $21K |
| CoreCap Advisors, LLC | 0.00% | No change | 683 | $21K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 550 | $17K |
| Bangor Savings Bank | 0.00% | No change | 500 | $15K |
| Avior Wealth Management, LLC | 0.00% | Reduce -97.2% | 497 | $15K |
| Key Financial Inc | 0.00% | No change | 425 | $13K |
| North Star Investment Management Corp. | 0.00% | No change | 404 | $12K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -29.4% | 357 | $11K |
| Raleigh Capital Management Inc. | 0.00% | Add +1.0% | 311 | $9K |
| Archer Investment Corp | 0.00% | No change | 285 | $9K |
| Sunbelt Securities, Inc. | 0.00% | No change | 283 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 275 | $8K |
| Clear Point Advisors Inc. | 0.01% | Add +1.2% | 251 | $8K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 250 | $8K |
| US Bancorp \de | 0.00% | No change | 224 | $7K |
| Bank of Montreal | 0.00% | Reduce -46.6% | 195 | $6K |
| Aspire Private Capital, LLC | 0.00% | Reduce -12.1% | 196 | $6K |
| Caitlin John, LLC | 0.00% | No change | 159 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 148 | $5K |
| AllSquare Wealth Management LLC | 0.00% | No change | 75 | $2K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 74 | $2K |
| Crewe Advisors LLC | 0.00% | New | 50 | $2K |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 40 | $1K |
| Opal Wealth Advisors, LLC | 0.00% | New | 36 | $1K |
| Covestor Ltd | 0.00% | No change | 35 | $1K |
| Smartleaf Asset Management LLC | 0.00% | No change | 29 | $882 |
| Castleview Partners, LLC | 0.00% | New | 27 | $822 |
| New Millennium Group LLC | 0.00% | New | 21 | $640 |
| Hexagon Capital Partners LLC | 0.00% | No change | 15 | $457 |
| BNP Paribas Financial Markets | 0.00% | Reduce -97.3% | 6 | $183 |
| Farther Finance Advisors, LLC | 0.00% | No change | 2 | $61 |
| FMR LLC | 0.00% | Reduce -96.2% | 1 | $30 |
| Creekmur Asset Management LLC | 0.00% | Reduce -99.0% | 1 | $20 |
"% 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.