First Trust North American EEMLPETF
13F holders, Q4 2025 (December 31)374holders +14
27new positions
20sold out
$37.87avg. 13F price*
At the end of Q4 2025, 374 institutions reported holding First Trust North American E (EMLP) in their 13F filings, up 14 from Q3 2025. 27 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($701.0M), Capital Investment Advisors, LLC ($158.7M) and AlTi Global, Inc. ($108.7M).
- Company
- First Trust North American E
- CUSIP
- 33738D101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $11.7M |
| Exits | 20 | $22.6M |
All 13F filers, Q3 2025 → Q4 2025: 2,532,484 shares bought and 3,048,660 shares sold, net −516,176 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 374 holders
| Morgan Stanley | 0.04% | Add +3.3% | 18,510,517 | $701.0M |
| Capital Investment Advisors, LLC | 2.42% | Add +5.7% | 4,189,659 | $158.7M |
| AlTi Global, Inc. | 2.33% | Add +0.3% | 2,869,696 | $108.7M |
| Cresset Asset Management, LLC | 0.44% | Add +11.5% | 2,711,738 | $102.7M |
| Glenview Trust Co | 1.46% | Reduce -0.9% | 2,494,516 | $94.5M |
| LPL Financial LLC | 0.03% | Reduce -1.6% | 2,467,501 | $93.4M |
| Wells Fargo & Company | 0.02% | Add +2.8% | 2,349,011 | $89.0M |
| Wealthspire Advisors, LLC | 0.65% | Add +2.5% | 2,165,019 | $82.0M |
| Bank of America Corp. | 0.01% | Add +3.7% | 2,126,877 | $80.5M |
| Royal Bank of Canada | 0.01% | Add +2.6% | 1,492,457 | $56.5M |
| UBS Group AG | 0.01% | Reduce -2.3% | 1,349,500 | $51.1M |
| Glenmede Trust Co. NA | 0.19% | — | 1,055,465 | $40.0M |
| Welch & Forbes LLC | 0.48% | Reduce -1.3% | 1,040,699 | $39.4M |
| Rockefeller Capital Management L.P. | 0.07% | Add +8.6% | 967,390 | $36.6M |
| Disciplina Capital Management LLC | 4.04% | Add +2.1% | 932,032 | $35.3M |
| Commonwealth Equity Services, LLC | 0.04% | Add +6.1% | 805,935 | $30.5M |
| Raymond James Financial Inc. | 0.01% | Add +3.1% | 785,351 | $29.7M |
| Mariner, LLC | 0.03% | Reduce -1.6% | 749,392 | $28.4M |
| Lee Financial Co | 3.62% | Reduce -3.0% | 707,822 | $26.8M |
| Jaffetilchin Investment Partners, LLC | 1.42% | Reduce -0.8% | 642,765 | $24.3M |
| Altfest L J & Co. Inc. | 2.37% | Reduce -1.7% | 572,085 | $21.7M |
| Cetera Investment Advisers | 0.02% | Reduce -0.1% | 563,502 | $21.3M |
| Cerity Partners OCIO LLC | 1.17% | Reduce -69.8% | 560,187 | $21.2M |
| Modern Wealth Management, LLC | 0.37% | Add +2.9% | 534,308 | $20.2M |
| Barry Investment Advisors, LLC | 3.90% | Add +3.3% | 462,367 | $17.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.4% | 392,209 | $14.9M |
| Kestra Private Wealth Services, LLC | 0.18% | Add +3.3% | 385,236 | $14.6M |
| Kestra Advisory Services, LLC | 0.05% | Add +8.8% | 317,782 | $12.0M |
| New England Private Wealth Advisors LLC | 1.46% | Add +2.1% | 310,112 | $11.7M |
| Arkos Global Advisors | 1.40% | Add +2.0% | 287,832 | $10.9M |
| Stifel Financial Corp. | 0.01% | Add +1.8% | 279,965 | $10.6M |
| JPMorgan Chase & Co. | 0.00% | Add +4.9% | 276,745 | $10.5M |
| Osaic Holdings, Inc. | 0.01% | Add +4.0% | 268,495 | $10.2M |
| Vernal Point Advisors, LLC | 4.06% | Add +15.8% | 260,022 | $9.8M |
| UMB Bank, n.a. | 0.12% | Reduce -3.6% | 244,802 | $9.3M |
| Prasad Wealth Partners, LLC | 2.25% | Reduce -2.8% | 222,641 | $8.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -5.1% | 219,971 | $8.3M |
| Nvest Wealth Strategies, Inc. | 6.12% | — | 218,533 | $8.3M |
| Private Advisor Group, LLC | 0.04% | Add +6.5% | 218,303 | $8.3M |
| Park National Corp. | 0.25% | Add +1.3% | 207,581 | $7.9M |
| Strategic Wealth Partners, Ltd. | 0.53% | Add +10.8% | 204,551 | $7.7M |
| Ashton Thomas Private Wealth, LLC | 0.19% | Reduce -2.1% | 202,068 | $7.7M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -0.1% | 200,344 | $7.6M |
| Crusonia Wealth Advisors LLC | 1.66% | — | 198,616 | $7.5M |
| Fairview Capital Investment Management, LLC | 0.38% | Reduce -10.4% | 195,969 | $7.4M |
| Pinnacle Wealth Planning Services, Inc. | 0.75% | Add +8.4% | 190,334 | $7.2M |
| IHT Wealth Management, LLC | 0.17% | Add +4.2% | 182,129 | $6.9M |
| B. Riley Wealth Advisors, Inc. | 0.32% | Add +8.3% | 178,744 | $6.8M |
| Ameriprise Financial Inc. | 0.00% | Add +99.4% | 176,532 | $6.7M |
| HighTower Advisors, LLC | 0.01% | Add +1.0% | 174,070 | $6.6M |
| Hobart Private Capital, LLC | 1.28% | Reduce -4.3% | 173,203 | $6.6M |
| Comerica Bank | 0.03% | Add +0.9% | 169,175 | $6.4M |
| MML Investors Services, LLC | 0.02% | Add +5.6% | 163,133 | $6.2M |
| Captrust Financial Advisors | 0.01% | Add +0.7% | 145,004 | $5.5M |
| New Republic Capital, LLC | 1.39% | Add +19.8% | 137,097 | $5.2M |
| Appleton Partners Inc. | 0.32% | Add +0.9% | 128,625 | $4.9M |
| GenTrust, LLC | 0.20% | Reduce -13.1% | 124,269 | $4.7M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +5.6% | 122,070 | $4.6M |
| Focus Financial Network, Inc. | 0.16% | Add +8.0% | 120,067 | $4.5M |
| HBW Advisory Services LLC | 0.49% | Add +0.8% | 119,417 | $4.5M |
| Beacon Financial Group | 0.43% | Reduce -4.4% | 114,490 | $4.3M |
| Chicago Partners Investment Group LLC | 0.10% | Reduce -5.6% | 105,804 | $4.2M |
| Jones Financial Companies LLLP | 0.00% | Add +38.7% | 108,288 | $4.1M |
| M&T Bank Corp | 0.01% | Add +186.3% | 107,432 | $4.1M |
| Flagstar Securities, Inc. | 1.36% | Reduce -3.8% | 107,108 | $4.1M |
| Corient Private Wealth LP | 0.01% | Reduce -0.6% | 104,681 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +16.0% | 101,700 | $3.9M |
| Daymark Wealth Partners, LLC | 0.12% | Reduce -13.5% | 99,359 | $3.8M |
| Flputnam Investment Management Co. | 0.05% | Reduce -52.2% | 98,510 | $3.7M |
| Atlantic Union Bankshares Corp | 0.07% | Reduce -6.1% | 98,246 | $3.7M |
| Kingsview Wealth Management, LLC | 0.05% | Add +7.5% | 91,755 | $3.5M |
| Baird Financial Group, Inc. | 0.01% | Add +3.9% | 91,629 | $3.5M |
| D.A. Davidson & Co. | 0.02% | Add +6.2% | 91,582 | $3.5M |
| Benjamin Edwards Inc. | 0.04% | Add +5.2% | 89,601 | $3.4M |
| Snowden Capital Advisors LLC | 0.08% | Reduce -5.0% | 86,131 | $3.3M |
| CoreCap Advisors, LLC | 0.11% | Add +1.8% | 84,818 | $3.2M |
| Keystone Financial Group, Inc. | 1.64% | Add +3.2% | 82,482 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.8% | 80,113 | $3.0M |
| &partners | 0.02% | Add +4.6% | 78,931 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +42.5% | 78,802 | $3.0M |
| Prospera Financial Services Inc | 0.05% | Reduce -19.1% | 78,206 | $3.0M |
| Summit Trail Advisors, LLC | 0.05% | Add +19.7% | 78,067 | $3.0M |
| Arq Wealth Advisors, LLC | 0.79% | Add +3.8% | 77,482 | $2.9M |
| Prosperity Consulting Group, LLC | 0.13% | Reduce -2.3% | 74,556 | $2.8M |
| Sanctuary Advisors, LLC | 0.02% | Add +4.2% | 73,696 | $2.8M |
| Continuum Advisory, LLC | 0.28% | Add +5.0% | 73,173 | $2.8M |
| Crumly & Associates Inc. | 0.58% | No change | 72,836 | $2.8M |
| ArchPoint Investors | 0.64% | No change | 71,081 | $2.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +85.6% | 68,381 | $2.6M |
| Mutual Advisors, LLC | 0.05% | Add +45.7% | 67,084 | $2.5M |
| Harbour Investments, Inc. | 0.05% | Add +3.6% | 66,017 | $2.5M |
| TrueWealth Financial Partners | 2.02% | New | 64,506 | $2.4M |
| True Blue Financial, LLC | 2.02% | — | 64,506 | $2.4M |
| Glass Jacobson Investment Advisors llc | 0.87% | Reduce -0.9% | 64,015 | $2.4M |
| Landmark Wealth Management, LLC | 0.92% | Add +3.1% | 63,610 | $2.4M |
| Savant Capital, LLC | 0.01% | Reduce -12.7% | 62,676 | $2.4M |
| PCG Wealth Advisors, LLC | 0.65% | Add +3.3% | 60,769 | $2.3M |
| Arkadios Wealth Advisors | 0.04% | Reduce -3.8% | 57,362 | $2.2M |
| VestGen Advisors, LLC | 0.09% | New | 55,807 | $2.1M |
| ORG Partners LLC | 0.37% | No change | 55,328 | $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.