First Trust North American EEMLPETF
13F holders, Q3 2025 (September 30)360holders −10
18new positions
24sold out
3famous investors
$38.29avg. 13F price*
At the end of Q3 2025, 360 institutions reported holding First Trust North American E (EMLP) in their 13F filings, down 10 from Q2 2025. 18 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($686.1M), Capital Investment Advisors, LLC ($151.8M) and AlTi Global, Inc. ($109.6M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $12.8M |
| Exits | 24 | $25.6M |
All 13F filers, Q2 2025 → Q3 2025: 3,073,302 shares bought and 2,019,994 shares sold, net +1,053,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 360 holders
| Morgan Stanley | 0.04% | Add +3.4% | 17,918,590 | $686.1M |
| Capital Investment Advisors, LLC | 2.50% | Add +3.2% | 3,964,832 | $151.8M |
| AlTi Global, Inc. | 2.57% | Reduce -2.4% | 2,862,383 | $109.6M |
| Glenview Trust Co | 1.53% | Reduce -2.9% | 2,516,853 | $96.4M |
| LPL Financial LLC | 0.03% | Add +6.7% | 2,506,893 | $96.0M |
| Cresset Asset Management, LLC | 0.41% | Add +7.7% | 2,431,665 | $93.1M |
| Wells Fargo & Company | 0.02% | Add +1.5% | 2,284,674 | $87.5M |
| Wealthspire Advisors, LLC | 0.42% | Add +0.7% | 2,113,202 | $80.9M |
| Bank of America Corp. | 0.01% | Add +7.6% | 2,051,338 | $78.5M |
| Cerity Partners OCIO LLC | 3.62% | Reduce -2.1% | 1,855,005 | $71.0M |
| Royal Bank of Canada | 0.01% | Reduce -2.3% | 1,454,503 | $55.7M |
| UBS Group AG | 0.01% | Reduce -0.2% | 1,380,762 | $52.9M |
| Welch & Forbes LLC | 0.49% | Reduce -0.9% | 1,054,183 | $40.4M |
| Glenmede Investment Management, LP | 0.19% | Add +1.3% | 1,006,295 | $38.5M |
| Disciplina Capital Management LLC | 4.26% | Add +3.0% | 913,234 | $35.0M |
| Rockefeller Capital Management L.P. | 0.07% | Add +2.5% | 890,855 | $34.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.3% | 761,898 | $29.2M |
| Mariner, LLC | 0.04% | Add +0.8% | 761,571 | $29.2M |
| Commonwealth Equity Services, LLC | 0.04% | Add +5.1% | 759,630 | $29.1M |
| Lee Financial Co | 3.52% | Reduce -0.8% | 729,889 | $27.9M |
| Jaffetilchin Investment Partners, LLC | 1.49% | Add +2.3% | 648,081 | $24.8M |
| Altfest L J & Co. Inc. | 2.49% | Reduce -37.2% | 581,898 | $22.3M |
| Cetera Investment Advisers | 0.03% | Add +296.6% | 563,825 | $21.6M |
| Arvest Bank Trust Division | 1.13% | Add +1.6% | 529,691 | $20.3M |
| Modern Wealth Management, LLC | 0.39% | Add +0.5% | 519,303 | $19.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.7% | 447,626 | $17.1M |
| Barry Investment Advisors, LLC | 3.94% | Add +5.3% | 447,457 | $17.1M |
| Kestra Private Wealth Services, LLC | 0.19% | Add +47.7% | 373,123 | $14.3M |
| New England Private Wealth Advisors LLC | 1.53% | Add +0.6% | 303,638 | $11.6M |
| Kestra Advisory Services, LLC | 0.05% | Add +4.6% | 291,970 | $11.2M |
| Arkos Global Advisors | 1.38% | Reduce -0.6% | 282,284 | $10.8M |
| Stifel Financial Corp. | 0.01% | Add +5.1% | 275,072 | $10.5M |
| JPMorgan Chase & Co. | 0.00% | Add +3.0% | 263,912 | $10.1M |
| Forefront Wealth Partners, LLC | 2.50% | New | 259,434 | $9.9M |
| Osaic Holdings, Inc. | 0.01% | Add +37.6% | 258,127 | $9.8M |
| UMB Bank, n.a. | 0.14% | Reduce -6.7% | 253,970 | $9.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -6.7% | 231,816 | $8.9M |
| Prasad Wealth Partners, LLC | 2.44% | Reduce -1.4% | 229,061 | $8.8M |
| Vernal Point Advisors, LLC | 3.71% | Add +0.7% | 224,602 | $8.6M |
| Fairview Capital Investment Management, LLC | 0.42% | Reduce -4.4% | 218,691 | $8.4M |
| Ashton Thomas Private Wealth, LLC | 0.20% | Reduce -2.2% | 206,413 | $7.9M |
| Flputnam Investment Management Co. | 0.12% | Reduce -24.5% | 205,988 | $7.9M |
| Park National Corp. | 0.25% | Add +9.3% | 204,923 | $7.8M |
| Private Advisor Group, LLC | 0.04% | Add +7.5% | 204,912 | $7.8M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -3.8% | 200,519 | $7.7M |
| Strategic Wealth Partners, Ltd. | 0.53% | Add +2.6% | 184,606 | $7.1M |
| Hobart Private Capital, LLC | 1.45% | Reduce -23.4% | 181,015 | $6.9M |
| Pinnacle Wealth Planning Services, Inc. | 0.79% | Add +5.5% | 175,595 | $6.7M |
| IHT Wealth Management, LLC | 0.17% | Reduce -7.8% | 174,806 | $6.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -16.9% | 172,285 | $6.6M |
| Arvest Investments, Inc. | 0.93% | Reduce -1.4% | 168,447 | $6.4M |
| Comerica Bank | 0.02% | Reduce -1.6% | 167,658 | $6.4M |
| B. Riley Wealth Advisors, Inc. | 0.30% | Add +7.0% | 165,033 | $6.3M |
| MML Investors Services, LLC | 0.02% | Add +3.0% | 154,453 | $5.9M |
| Captrust Financial Advisors | 0.01% | Reduce 0.0% | 143,972 | $5.5M |
| GenTrust, LLC | 0.25% | Add +3.5% | 142,924 | $5.5M |
| Appleton Partners Inc. | 0.33% | Add +1.4% | 127,450 | $4.9M |
| Beacon Financial Group | 0.45% | Reduce -6.2% | 119,776 | $4.6M |
| HBW Advisory Services LLC | 0.51% | Add +10.1% | 118,476 | $4.5M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +2.9% | 115,567 | $4.4M |
| Daymark Wealth Partners, LLC | 0.15% | Add +2.5% | 114,846 | $4.4M |
| New Republic Capital, LLC | 1.34% | Add +3.9% | 114,483 | $4.4M |
| Flagstar Securities, Inc. | 1.30% | Reduce -27.0% | 111,341 | $4.3M |
| Focus Financial Network, Inc. | 0.15% | Add +10.6% | 111,144 | $4.3M |
| Chicago Partners Investment Group LLC | 0.11% | Reduce -0.0% | 112,046 | $4.2M |
| Corient Private Wealth LP | 0.01% | No change | 105,281 | $4.0M |
| Atlantic Union Bankshares Corp | 0.08% | Reduce -3.0% | 104,624 | $4.0M |
| Prospera Financial Services Inc | 0.06% | Add +3.5% | 96,684 | $3.7M |
| Snowden Capital Advisors LLC | 0.10% | Add +4.8% | 90,690 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Add +655.7% | 88,525 | $3.4M |
| Baird Financial Group, Inc. | 0.01% | Add +2.1% | 88,229 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.5% | 87,696 | $3.4M |
| D.A. Davidson & Co. | 0.02% | Add +1.1% | 86,256 | $3.3M |
| Kingsview Wealth Management, LLC | 0.05% | Add +4.9% | 85,314 | $3.3M |
| Benjamin Edwards Inc. | 0.04% | Reduce -34.5% | 85,166 | $3.3M |
| CoreCap Advisors, LLC | 0.12% | Add +52.6% | 83,363 | $3.2M |
| Keystone Financial Group, Inc. | 1.73% | Add +3.2% | 79,946 | $3.1M |
| Jones Financial Companies LLLP | 0.00% | Add +22.7% | 78,071 | $3.0M |
| Prosperity Consulting Group, LLC | 0.14% | Reduce -0.2% | 76,334 | $2.9M |
| &partners | 0.02% | Add +153.8% | 75,465 | $2.9M |
| Arq Wealth Advisors, LLC | 0.85% | Add +59.1% | 74,664 | $2.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +69.3% | 72,966 | $2.8M |
| Crumly & Associates Inc. | 0.61% | Reduce -0.1% | 72,836 | $2.8M |
| Savant Capital, LLC | 0.02% | Reduce -1.4% | 71,782 | $2.7M |
| ArchPoint Investors | 0.75% | Reduce -9.2% | 71,081 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.3% | 70,739 | $2.7M |
| Continuum Advisory, LLC | 0.28% | Add +2.6% | 69,667 | $2.7M |
| Wela Strategies, Inc. | 0.99% | Add +2.9% | 68,078 | $2.6M |
| Summit Trail Advisors, LLC | 0.03% | No change | 65,201 | $2.5M |
| Glass Jacobson Investment Advisors llc | 0.89% | Reduce -0.8% | 64,600 | $2.5M |
| Harbour Investments, Inc. | 0.06% | Add +40.0% | 63,748 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +227.7% | 63,654 | $2.4M |
| Landmark Wealth Management, LLC | 0.94% | Add +4.7% | 61,704 | $2.4M |
| Puff Wealth Management, LLC | 3.48% | Reduce -5.3% | 59,873 | $2.3M |
| Arkadios Wealth Advisors | 0.06% | Add +36.5% | 59,636 | $2.3M |
| PCG Wealth Advisors, LLC | 0.66% | Add +0.7% | 58,851 | $2.3M |
| ORG Partners LLC | 0.39% | No change | 55,328 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +16.4% | 55,315 | $2.1M |
| Encompass More Asset Management | 0.40% | Reduce -14.8% | 54,077 | $2.1M |
| World Equity Group, Inc. | 0.47% | Add +105.5% | 53,971 | $2.1M |
"% 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.