First Trust North American EEMLPETF
13F holders, Q1 2026 (March 31)389holders +15
43new positions
22sold out
1famous investor
$43.66avg. 13F price*
At the end of Q1 2026, 389 institutions reported holding First Trust North American E (EMLP) in their 13F filings, up 15 from Q4 2025. 43 opened new positions and 22 sold out. The largest holders were Morgan Stanley ($793.0M), Capital Investment Advisors, LLC ($186.8M) and Cresset Asset Management, LLC ($122.5M). One famous investor held it 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $30.3M |
| Exits | 22 | $25.1M |
All 13F filers, Q4 2025 → Q1 2026: 4,265,421 shares bought and 2,348,633 shares sold, net +1,916,788 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 389 holders
| Morgan Stanley | 0.05% | Reduce -1.9% | 18,162,313 | $793.0M |
| Capital Investment Advisors, LLC | 2.73% | Add +2.1% | 4,277,778 | $186.8M |
| Cresset Asset Management, LLC | 0.53% | Add +3.5% | 2,806,310 | $122.5M |
| AlTi Global, Inc. | 2.66% | Reduce -2.2% | 2,806,260 | $122.5M |
| LPL Financial LLC | 0.03% | Add +6.2% | 2,620,632 | $114.4M |
| Glenview Trust Co | 1.70% | Reduce -0.8% | 2,474,953 | $108.1M |
| Wells Fargo & Company | 0.02% | Add +2.1% | 2,397,700 | $104.7M |
| Bank of America Corp. | 0.01% | Add +12.1% | 2,383,147 | $104.0M |
| Wealthspire Advisors, LLC | 0.70% | Reduce -5.4% | 2,048,764 | $89.4M |
| Cerity Partners OCIO LLC | 4.81% | Add +227.6% | 1,835,297 | $80.1M |
| Royal Bank of Canada | 0.01% | Reduce -5.6% | 1,408,895 | $61.5M |
| UBS Group AG | 0.01% | Reduce -1.7% | 1,326,900 | $57.9M |
| Glenmede Trust Co. NA | 0.23% | Add +2.5% | 1,081,366 | $47.2M |
| Welch & Forbes LLC | 0.56% | Reduce -4.3% | 996,003 | $43.5M |
| Altfest L J & Co. Inc. | 4.48% | Add +67.6% | 958,838 | $41.9M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -7.3% | 896,914 | $39.2M |
| Commonwealth Equity Services, LLC | 0.05% | Add +8.2% | 871,803 | $38.1M |
| Raymond James Financial Inc. | 0.01% | Add +10.6% | 868,723 | $37.9M |
| Disciplina Capital Management LLC | 3.97% | Reduce -7.9% | 858,130 | $37.5M |
| Mariner, LLC | 0.04% | Add +3.5% | 775,906 | $33.9M |
| Lee Financial Co | 4.24% | Reduce -2.8% | 688,357 | $30.1M |
| Jaffetilchin Investment Partners, LLC | 1.66% | Reduce -0.8% | 637,494 | $27.8M |
| Modern Wealth Management, LLC | 0.39% | Reduce -2.5% | 520,866 | $22.7M |
| Barry Investment Advisors, LLC | 4.57% | Add +2.6% | 474,357 | $20.7M |
| Cetera Investment Advisers | 0.02% | Reduce -20.9% | 445,484 | $19.4M |
| Kestra Private Wealth Services, LLC | 0.22% | Add +3.8% | 399,715 | $17.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.5% | 343,134 | $15.0M |
| New England Private Wealth Advisors LLC | 1.61% | Add +2.9% | 319,084 | $13.9M |
| Vernal Point Advisors, LLC | 5.28% | Add +14.5% | 297,658 | $13.0M |
| Arkos Global Advisors | 1.61% | Add +2.1% | 293,750 | $12.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +25.2% | 275,467 | $12.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.3% | 273,034 | $12.0M |
| Ameriprise Financial Inc. | 0.00% | Add +51.0% | 266,481 | $11.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -2.2% | 262,546 | $11.5M |
| Stifel Financial Corp. | 0.01% | Reduce -9.3% | 254,031 | $11.1M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -29.1% | 225,435 | $9.8M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +9.6% | 219,537 | $9.6M |
| Strategic Wealth Partners, Ltd. | 0.66% | Add +6.9% | 218,601 | $9.5M |
| Private Advisor Group, LLC | 0.04% | Reduce -1.4% | 215,150 | $9.4M |
| Park National Corp. | 0.28% | Add +2.1% | 212,053 | $9.3M |
| Nvest Wealth Strategies, Inc. | 6.29% | Reduce -6.4% | 204,572 | $8.9M |
| UMB Bank, n.a. | 0.12% | Reduce -16.7% | 203,827 | $8.9M |
| Crusonia Wealth Advisors LLC | 1.79% | Reduce -0.3% | 198,025 | $8.6M |
| Ashton Thomas Private Wealth, LLC | 0.20% | Reduce -2.0% | 198,018 | $8.6M |
| Pinnacle Wealth Planning Services, Inc. | 0.88% | Add +2.2% | 194,571 | $8.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.6% | 167,854 | $7.3M |
| Fairview Capital Investment Management, LLC | 0.39% | Reduce -15.6% | 165,334 | $7.2M |
| New Republic Capital, LLC | 2.38% | Add +17.9% | 161,621 | $7.1M |
| IHT Wealth Management, LLC | 0.16% | Reduce -11.3% | 161,597 | $7.1M |
| Fifth Third Bancorp | 0.01% | New | 159,343 | $7.0M |
| Jones Financial Companies LLLP | 0.00% | Add +46.1% | 158,179 | $6.9M |
| MML Investors Services, LLC | 0.02% | Reduce -6.0% | 153,355 | $6.7M |
| Hobart Private Capital, LLC | 1.30% | Reduce -12.9% | 150,930 | $6.6M |
| Certuity, LLC | 0.43% | Add +192.6% | 149,839 | $6.5M |
| Captrust Financial Advisors | 0.01% | Add +1.0% | 146,464 | $6.4M |
| Appleton Partners Inc. | 0.39% | Add +0.1% | 128,749 | $5.6M |
| Focus Financial Network, Inc. | 0.20% | Add +6.6% | 128,024 | $5.6M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +2.6% | 125,231 | $5.5M |
| GenTrust, LLC | 0.23% | No change | 124,269 | $5.4M |
| Jane Street Group, LLC | 0.01% | New | 121,498 | $5.3M |
| HBW Advisory Services LLC | 0.55% | Reduce -0.2% | 119,153 | $5.2M |
| Flagstar Securities, Inc. | 1.75% | Add +3.3% | 110,668 | $4.8M |
| Beacon Financial Group | 0.48% | Reduce -3.9% | 110,052 | $4.8M |
| D.A. Davidson & Co. | 0.03% | Add +14.9% | 105,236 | $4.6M |
| Chicago Partners Investment Group LLC | 0.10% | Add +0.1% | 105,959 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.2% | 103,922 | $4.5M |
| Corient Private Wealth LP | 0.01% | Reduce -2.8% | 101,798 | $4.4M |
| Independent Advisor Alliance | 0.05% | New | 98,637 | $4.3M |
| Daymark Wealth Partners, LLC | 0.13% | Reduce -2.1% | 97,308 | $4.2M |
| Kingsview Wealth Management, LLC | 0.06% | Add +4.7% | 96,028 | $4.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +38.0% | 94,373 | $4.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.0% | 93,728 | $4.1M |
| Atlantic Union Bankshares Corp | 0.08% | Reduce -5.5% | 92,860 | $4.1M |
| Arkadios Wealth Advisors | 0.07% | Add +60.0% | 91,772 | $4.0M |
| Proactive Wealth Strategies LLC | 0.75% | Add +97.0% | 91,380 | $4.0M |
| Benjamin Edwards Inc. | 0.04% | Add +1.4% | 90,882 | $4.0M |
| Mutual Advisors, LLC | 0.08% | Add +30.8% | 87,745 | $3.8M |
| Snowden Capital Advisors LLC | 0.10% | Add +1.5% | 87,433 | $3.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -10.4% | 82,088 | $3.6M |
| Equitable Holdings, Inc. | 0.02% | Add +83.9% | 89,691 | $3.6M |
| Keystone Financial Group, Inc. | 1.85% | Reduce -1.0% | 81,674 | $3.6M |
| Sanctuary Advisors, LLC | 0.02% | Add +8.9% | 80,290 | $3.5M |
| Arq Wealth Advisors, LLC | 0.63% | Add +2.8% | 79,677 | $3.5M |
| &partners | 0.02% | Add +0.7% | 79,456 | $3.5M |
| Summit Trail Advisors, LLC | 0.05% | No change | 78,067 | $3.4M |
| Prosperity Consulting Group, LLC | 0.15% | Add +4.2% | 77,658 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -2.7% | 76,674 | $3.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +89.2% | 74,246 | $3.2M |
| Prospera Financial Services Inc | 0.05% | Reduce -5.3% | 74,049 | $3.2M |
| Level Four Advisory Services, LLC | 0.11% | Add +422.8% | 73,496 | $3.2M |
| Continuum Advisory, LLC | 0.31% | Add +0.0% | 73,194 | $3.2M |
| Crumly & Associates Inc. | 0.67% | No change | 72,836 | $3.2M |
| Landmark Wealth Management, LLC | 0.84% | Add +12.9% | 71,842 | $3.1M |
| Flputnam Investment Management Co. | 0.05% | Reduce -29.1% | 69,882 | $3.1M |
| Harbour Investments, Inc. | 0.05% | Add +5.3% | 69,530 | $3.0M |
| Windsor Advisory Group, LLC | 2.47% | Add +94.4% | 67,787 | $3.0M |
| Citadel Advisors | 0.00% | New | 64,006 | $2.8M |
| Savant Capital, LLC | 0.01% | Add +0.5% | 62,975 | $2.7M |
| Glass Jacobson Investment Advisors llc | 0.93% | Reduce -3.4% | 61,811 | $2.7M |
| True Blue Financial, LLC | 2.05% | Reduce -7.7% | 59,542 | $2.6M |
"% 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.