First Trust North American EEMLPETF
13F holders, Q2 2025 (June 30)370holders +22
37new positions
16sold out
3famous investors
$37.59avg. 13F price*
At the end of Q2 2025, 370 institutions reported holding First Trust North American E (EMLP) in their 13F filings, up 22 from Q1 2025. 37 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($650.3M), Capital Investment Advisors, LLC ($148.0M) and AlTi Global, Inc. ($110.0M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $19.8M |
| Exits | 16 | $47.0M |
All 13F filers, Q1 2025 → Q2 2025: 2,786,147 shares bought and 2,186,553 shares sold, net +599,594 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 370 holders
| Morgan Stanley | 0.04% | Add +0.3% | 17,335,497 | $650.3M |
| Capital Investment Advisors, LLC | 2.61% | Add +3.5% | 3,842,513 | $148.0M |
| AlTi Global, Inc. | 2.76% | Reduce -2.9% | 2,931,743 | $110.0M |
| Glenview Trust Co | 1.68% | Add +1.1% | 2,592,515 | $97.2M |
| LPL Financial LLC | 0.03% | Add +5.4% | 2,349,160 | $88.1M |
| Cresset Asset Management, LLC | 0.42% | Add +0.0% | 2,257,387 | $84.7M |
| Wells Fargo & Company | 0.02% | Add +1.2% | 2,251,265 | $84.4M |
| Wealthspire Advisors, LLC | 0.44% | Add +1.6% | 2,099,516 | $78.8M |
| Bank of America Corp. | 0.01% | Add +9.4% | 1,906,011 | $71.5M |
| Cerity Partners OCIO LLC | 3.94% | No change | 1,894,186 | $71.1M |
| Royal Bank of Canada | 0.01% | Add +2.5% | 1,489,059 | $55.9M |
| UBS Group AG | 0.01% | Reduce -4.5% | 1,383,881 | $51.9M |
| Welch & Forbes LLC | 0.50% | Reduce -0.1% | 1,063,563 | $39.9M |
| Glenmede Investment Management, LP | 0.19% | — | 993,380 | $37.3M |
| Altfest L J & Co. Inc. | 4.10% | Reduce -3.1% | 925,969 | $34.7M |
| Disciplina Capital Management LLC | 4.20% | Add +41.0% | 886,873 | $33.3M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -4.2% | 868,701 | $32.6M |
| Raymond James Financial Inc. | 0.01% | Add +22.9% | 764,018 | $28.7M |
| Mariner, LLC | 0.04% | Add +2.1% | 755,825 | $28.3M |
| Lee Financial Co | 3.96% | Reduce -3.7% | 735,742 | $27.6M |
| Commonwealth Equity Services, LLC | 0.04% | Add +91.5% | 722,487 | $27.1M |
| Jaffetilchin Investment Partners, LLC | 1.55% | Reduce -0.1% | 633,498 | $23.8M |
| Arvest Bank Trust Division | 1.14% | Reduce -1.2% | 521,423 | $19.6M |
| Modern Wealth Management, LLC | 0.48% | Reduce -1.1% | 516,593 | $19.4M |
| Ocean Park Asset Management, LLC | 0.66% | No change | 494,000 | $18.5M |
| Barry Investment Advisors, LLC | 3.97% | Add +1.4% | 424,868 | $15.9M |
| Avantax Advisory Services, Inc. | 0.08% | Add +3.9% | 403,351 | $15.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.4% | 383,625 | $14.4M |
| 360 Financial, Inc. | 4.06% | Add +11.9% | 342,706 | $12.9M |
| New England Private Wealth Advisors LLC | 1.68% | Add +2.3% | 301,708 | $11.5M |
| Arkos Global Advisors | 1.48% | Add +0.9% | 283,982 | $10.7M |
| Kestra Advisory Services, LLC | 0.05% | Add +4.9% | 279,099 | $10.5M |
| Flputnam Investment Management Co. | 0.18% | Add +221.3% | 272,850 | $10.2M |
| UMB Bank, n.a. | 0.16% | Reduce -9.9% | 272,333 | $10.2M |
| Stifel Financial Corp. | 0.01% | Add +14.7% | 261,654 | $9.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.8% | 256,202 | $9.6M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +41.7% | 252,582 | $9.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -11.8% | 248,446 | $9.3M |
| Hobart Private Capital, LLC | 2.01% | Reduce -0.6% | 236,274 | $8.9M |
| Prasad Wealth Partners, LLC | 2.55% | Add +36.1% | 232,443 | $8.7M |
| Fairview Capital Investment Management, LLC | 0.44% | Reduce -17.4% | 228,712 | $8.6M |
| Vernal Point Advisors, LLC | 4.88% | Add +31.7% | 223,010 | $8.4M |
| Ashton Thomas Private Wealth, LLC | 0.28% | Reduce -0.9% | 211,031 | $7.9M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -0.1% | 208,378 | $7.8M |
| HighTower Advisors, LLC | 0.01% | Add +3.9% | 207,308 | $7.8M |
| Private Advisor Group, LLC | 0.04% | Reduce -0.4% | 190,530 | $7.1M |
| IHT Wealth Management, LLC | 0.20% | Reduce -1.1% | 189,695 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Add +2.8% | 187,567 | $7.0M |
| Park National Corp. | 0.23% | Add +9.1% | 187,467 | $7.0M |
| Strategic Wealth Partners, Ltd. | 0.53% | — | 179,879 | $6.7M |
| Arvest Investments, Inc. | 0.96% | Reduce -1.8% | 170,843 | $6.4M |
| Comerica Bank | 0.02% | Reduce -1.3% | 170,438 | $6.4M |
| Pinnacle Wealth Planning Services, Inc. | 0.82% | Add +2.9% | 166,446 | $6.2M |
| B. Riley Wealth Advisors, Inc. | 0.28% | Add +5.1% | 154,229 | $5.8M |
| Flagstar Securities, Inc. | 1.58% | Reduce -22.7% | 152,486 | $5.7M |
| MML Investors Services, LLC | 0.02% | Add +1.8% | 149,968 | $5.6M |
| Captrust Financial Advisors | 0.01% | Add +1.1% | 143,977 | $5.4M |
| Cetera Investment Advisers | 0.01% | Add +12.0% | 142,165 | $5.3M |
| GenTrust, LLC | 0.24% | Reduce -2.0% | 138,124 | $5.2M |
| Benjamin Edwards Inc. | 0.06% | Add +25.4% | 129,942 | $4.9M |
| Beacon Financial Group | 0.50% | Reduce -6.0% | 127,621 | $4.8M |
| Appleton Partners Inc. | 0.33% | Reduce -0.8% | 125,720 | $4.7M |
| Chicago Partners Investment Group LLC | 0.12% | Reduce -4.5% | 112,074 | $4.2M |
| Prime Capital Investment Advisors, LLC | 0.06% | New | 112,314 | $4.2M |
| Daymark Wealth Partners, LLC | 0.16% | Reduce -15.9% | 112,050 | $4.2M |
| New Republic Capital, LLC | 1.46% | Add +12.8% | 110,170 | $4.1M |
| Atlantic Union Bankshares Corp | 0.09% | New | 107,891 | $4.0M |
| HBW Advisory Services LLC | 0.50% | Reduce -2.0% | 107,640 | $4.0M |
| Corient Private Wealth LP | 0.01% | Reduce -4.1% | 105,281 | $3.9M |
| Focus Financial Network, Inc. | 0.15% | Add +6.4% | 100,501 | $3.8M |
| Prospera Financial Services Inc | 0.07% | Add +6.8% | 93,420 | $3.5M |
| Snowden Capital Advisors LLC | 0.10% | Add +0.1% | 86,547 | $3.2M |
| Baird Financial Group, Inc. | 0.01% | Add +3.7% | 86,427 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.5% | 85,587 | $3.2M |
| D.A. Davidson & Co. | 0.02% | Add +0.1% | 85,322 | $3.2M |
| Kingsview Wealth Management, LLC | 0.05% | Add +5.8% | 81,357 | $3.1M |
| ArchPoint Investors | 0.86% | No change | 78,300 | $2.9M |
| Keystone Financial Group, Inc. | 1.86% | Add +21.5% | 77,458 | $2.9M |
| Prosperity Consulting Group, LLC | 0.21% | Add +1.0% | 76,490 | $2.9M |
| Crumly & Associates Inc. | 0.67% | Reduce -1.5% | 72,896 | $2.7M |
| Savant Capital, LLC | 0.02% | Reduce -0.6% | 72,763 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -4.6% | 71,681 | $2.7M |
| Continuum Advisory, LLC | 0.31% | Add +5.4% | 67,909 | $2.5M |
| Wela Strategies, Inc. | 0.98% | Add +3.0% | 66,150 | $2.5M |
| Summit Trail Advisors, LLC | 0.04% | Reduce -0.2% | 65,201 | $2.4M |
| Glass Jacobson Investment Advisors llc | 0.94% | Reduce -0.3% | 65,137 | $2.4M |
| Encompass More Asset Management | 0.56% | Add +7.7% | 63,440 | $2.4M |
| Jones Financial Companies LLLP | 0.00% | Add +25.4% | 63,650 | $2.4M |
| Puff Wealth Management, LLC | 3.86% | Reduce -9.3% | 63,191 | $2.4M |
| Landmark Wealth Management, LLC | 0.94% | Reduce -1.3% | 58,934 | $2.2M |
| PCG Wealth Advisors, LLC | 1.12% | Reduce -11.6% | 58,416 | $2.2M |
| ORG Partners LLC | 0.45% | Add +1.7% | 55,328 | $2.1M |
| CoreCap Advisors, LLC | 0.08% | Reduce -3.4% | 54,634 | $2.0M |
| Sigma Planning Corp | 0.06% | Reduce -33.0% | 53,292 | $2.0M |
| CW Advisors, LLC | 0.02% | Reduce -0.3% | 53,288 | $2.0M |
| BlueChip Wealth Advisors LLC | 0.82% | Reduce -0.4% | 53,276 | $2.0M |
| BTG Pactual Asset Management US LLC | 0.26% | Reduce -49.1% | 52,230 | $2.0M |
| Auour Investments LLC | 0.66% | Add +0.4% | 50,861 | $1.9M |
| Elevated Capital Advisors, LLC | 0.52% | No change | 49,797 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -0.8% | 47,506 | $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.