First Trust North American EEMLPETF
13F holders, Q1 2025 (March 31)348holders +7
33new positions
23sold out
2famous investors
$37.48avg. 13F price*
At the end of Q1 2025, 348 institutions reported holding First Trust North American E (EMLP) in their 13F filings, up 7 from Q4 2024. 33 opened new positions and 23 sold out. The largest holders were Morgan Stanley ($648.1M), Capital Investment Advisors, LLC ($139.2M) and AlTi Global, Inc. ($113.2M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $32.2M |
| Exits | 23 | $6.3M |
All 13F filers, Q4 2024 → Q1 2025: 4,607,989 shares bought and 1,670,317 shares sold, net +2,937,672 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 348 holders
| Morgan Stanley | 0.05% | Add +5.4% | 17,288,009 | $648.1M |
| Capital Investment Advisors, LLC | 2.72% | Add +1.6% | 3,712,849 | $139.2M |
| AlTi Global, Inc. | 2.97% | Reduce -8.2% | 3,019,391 | $113.2M |
| Glenview Trust Co | 1.87% | Add +1.7% | 2,565,371 | $96.2M |
| Cresset Asset Management, LLC | 0.42% | Add +4.9% | 2,256,786 | $84.6M |
| LPL Financial LLC | 0.03% | Add +11.5% | 2,228,326 | $83.5M |
| Wells Fargo & Company | 0.02% | Add +1.1% | 2,225,179 | $83.4M |
| Wealthspire Advisors, LLC | 0.46% | Add +2.0% | 2,067,556 | $77.5M |
| Cerity Partners OCIO LLC | 4.02% | Add +47.7% | 1,894,186 | $71.0M |
| Bank of America Corp. | 0.01% | Add +4.7% | 1,741,586 | $65.3M |
| Royal Bank of Canada | 0.01% | Add +10.6% | 1,453,402 | $54.5M |
| UBS Group AG | 0.01% | Reduce -4.8% | 1,449,675 | $54.3M |
| Comprehensive Wealth Management, LLC | 28.23% | Reduce -7.0% | 1,082,526 | $40.6M |
| Welch & Forbes LLC | 0.52% | Reduce -1.1% | 1,064,865 | $39.9M |
| Glenmede Trust Co. NA | 0.20% | Reduce -2.6% | 1,010,305 | $37.9M |
| Altfest L J & Co. Inc. | 4.49% | Reduce -0.8% | 955,526 | $35.8M |
| Rockefeller Capital Management L.P. | 0.08% | Add +11.2% | 906,874 | $34.0M |
| Lee Financial Co | 4.37% | Reduce -0.6% | 763,885 | $28.6M |
| Mariner, LLC | 0.05% | Reduce -3.8% | 740,420 | $27.7M |
| Jaffetilchin Investment Partners, LLC | 1.72% | Reduce -19.4% | 633,848 | $23.8M |
| Disciplina Capital Management LLC | 3.43% | Add +12.1% | 628,878 | $23.6M |
| Raymond James Financial Inc. | 0.01% | Add +6.1% | 621,546 | $23.3M |
| Arvest Bank Trust Division | 1.25% | Reduce -26.5% | 527,562 | $19.8M |
| Modern Wealth Management, LLC | 0.63% | Reduce -0.5% | 522,473 | $19.6M |
| Ocean Park Asset Management, LLC | 0.66% | No change | 494,000 | $18.5M |
| Barry Investment Advisors, LLC | 4.17% | Add +0.2% | 418,805 | $15.7M |
| Avantax Advisory Services, Inc. | 0.09% | Add +4.3% | 388,285 | $14.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +80.3% | 377,369 | $14.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.8% | 344,409 | $12.9M |
| 360 Financial, Inc. | 4.15% | New | 306,200 | $11.5M |
| UMB Bank, n.a. | 0.19% | Reduce -11.4% | 302,319 | $11.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.4% | 300,660 | $11.3M |
| New England Private Wealth Advisors LLC | 1.71% | Add +3.2% | 295,038 | $11.1M |
| Arkos Global Advisors | 1.55% | Add +2.7% | 281,543 | $10.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +40.9% | 281,546 | $10.6M |
| Fairview Capital Investment Management, LLC | 0.55% | Reduce -9.2% | 277,010 | $10.4M |
| Kestra Advisory Services, LLC | 0.05% | Add +0.3% | 265,977 | $10.0M |
| Hobart Private Capital, LLC | 2.23% | Add +411.2% | 237,683 | $8.9M |
| Stifel Financial Corp. | 0.01% | Add +6.9% | 228,205 | $8.6M |
| Ashton Thomas Private Wealth, LLC | 0.31% | Reduce -1.0% | 212,919 | $8.0M |
| Beacon Pointe Advisors, LLC | 0.09% | Reduce -0.6% | 208,643 | $7.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -6.6% | 199,622 | $7.5M |
| Flagstar Securities, Inc. | 1.89% | Reduce -0.4% | 197,305 | $7.4M |
| IHT Wealth Management, LLC | 0.22% | Add +3089.7% | 191,699 | $7.2M |
| Private Advisor Group, LLC | 0.04% | Add +28.1% | 191,296 | $7.2M |
| Osaic Holdings, Inc. | 0.02% | Add +34.9% | 182,485 | $6.8M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +2.0% | 178,264 | $6.7M |
| Arvest Investments, Inc. | 1.03% | Reduce -22.6% | 173,878 | $6.5M |
| Comerica Bank | 0.03% | Reduce -2.8% | 172,695 | $6.5M |
| Park National Corp. | 0.24% | Reduce -2.0% | 171,800 | $6.4M |
| Prasad Wealth Partners, LLC | 2.09% | New | 170,724 | $6.4M |
| Vernal Point Advisors, LLC | 4.21% | Add +9.0% | 169,362 | $6.3M |
| Pinnacle Wealth Planning Services, Inc. | 0.91% | Add +4.1% | 161,804 | $6.1M |
| MML Investors Services, LLC | 0.02% | Reduce -11.0% | 147,335 | $5.5M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Add +70.0% | 146,749 | $5.5M |
| Captrust Financial Advisors | 0.01% | Add +0.2% | 142,440 | $5.3M |
| GenTrust, LLC | 0.25% | Add +1.9% | 140,909 | $5.3M |
| Beacon Financial Group | 0.56% | Reduce -5.2% | 135,688 | $5.1M |
| Daymark Wealth Partners, LLC | 0.21% | Add +5.7% | 133,308 | $5.0M |
| FourThought Financial Partners, LLC | 0.52% | Reduce -4.9% | 132,728 | $5.0M |
| Cetera Investment Advisers | 0.01% | Add +9.4% | 126,912 | $4.8M |
| Appleton Partners Inc. | 0.37% | Reduce -1.9% | 126,793 | $4.8M |
| Chicago Partners Investment Group LLC | 0.14% | Add +0.3% | 117,309 | $4.3M |
| HBW Advisory Services LLC | 0.59% | Add +1.9% | 109,795 | $4.1M |
| Corient Private Wealth LP | 0.01% | Reduce -20.6% | 109,771 | $4.1M |
| Sandy Spring Bank | 0.17% | Reduce -1.9% | 109,386 | $4.1M |
| Benjamin Edwards Inc. | 0.05% | Add +95.2% | 103,632 | $3.9M |
| BTG Pactual Asset Management US LLC | 0.50% | Add +4.2% | 102,722 | $3.9M |
| New Republic Capital, LLC | 1.59% | Add +24.1% | 97,684 | $3.7M |
| Focus Financial Network, Inc. | 0.14% | Add +8.1% | 94,439 | $3.5M |
| Prospera Financial Services Inc | 0.08% | Reduce -2.0% | 87,505 | $3.3M |
| Snowden Capital Advisors LLC | 0.10% | Reduce -6.9% | 86,427 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +9.3% | 85,999 | $3.2M |
| D.A. Davidson & Co. | 0.03% | Add +2.2% | 85,228 | $3.2M |
| Flputnam Investment Management Co. | 0.06% | New | 84,919 | $3.2M |
| Baird Financial Group, Inc. | 0.01% | Add +185.1% | 83,311 | $3.1M |
| Sigma Planning Corp | 0.10% | Add +56.3% | 79,528 | $3.0M |
| ArchPoint Investors | 0.97% | No change | 78,300 | $2.9M |
| Kingsview Wealth Management, LLC | 0.05% | Add +7.1% | 76,914 | $2.9M |
| Prosperity Consulting Group, LLC | 0.22% | Add +3.3% | 75,713 | $2.8M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -4.4% | 75,143 | $2.8M |
| Crumly & Associates Inc. | 0.77% | Reduce -0.2% | 73,989 | $2.8M |
| Savant Capital, LLC | 0.02% | Reduce -1.1% | 73,217 | $2.7M |
| Puff Wealth Management, LLC | 4.62% | Add +4.7% | 69,653 | $2.6M |
| PCG Wealth Advisors, LLC | 0.86% | Add +26.4% | 66,108 | $2.5M |
| Summit Trail Advisors, LLC | 0.08% | Add +5.8% | 65,315 | $2.4M |
| Continuum Advisory, LLC | 0.31% | Add +22.9% | 64,414 | $2.4M |
| Wela Strategies, Inc. | 1.02% | Reduce -7.3% | 64,243 | $2.4M |
| Glass Jacobson Investment Advisors llc | 0.76% | Add +0.3% | 65,319 | $2.3M |
| Keystone Financial Group, Inc. | 1.62% | Add +0.1% | 63,764 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +43.7% | 60,184 | $2.3M |
| Landmark Wealth Management, LLC | 0.99% | Reduce -2.1% | 59,703 | $2.2M |
| Encompass More Asset Management | 0.66% | Add +3.5% | 58,911 | $2.2M |
| CoreCap Advisors, LLC | 0.09% | Reduce -12.3% | 56,578 | $2.1M |
| ORG Partners LLC | 0.52% | Reduce -0.5% | 54,417 | $2.1M |
| BlueChip Wealth Advisors LLC | 0.98% | Add +5.5% | 53,475 | $2.0M |
| CW Advisors, LLC | 0.02% | New | 53,420 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +36.6% | 50,739 | $1.9M |
| Elevated Capital Advisors, LLC | 0.52% | Reduce -11.4% | 49,797 | $1.9M |
| Auour Investments LLC | 0.66% | Reduce -6.1% | 50,648 | $1.8M |
"% 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.