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 |
| VestGen Advisors, LLC | 0.07% | Add +3.6% | 57,842 | $2.5M |
| BTG Pactual Asset Management US LLC | 0.25% | Add +3.2% | 57,449 | $2.5M |
| PCG Wealth Advisors, LLC | 0.63% | Reduce -6.8% | 56,614 | $2.5M |
| Ascentis Independent Advisors | 0.18% | New | 54,188 | $2.4M |
| Auour Investments LLC | 0.73% | Add +1.7% | 53,089 | $2.3M |
| BlueChip Wealth Advisors LLC | 0.99% | Add +0.6% | 51,883 | $2.3M |
| Focused Alpha, LLC | 0.68% | No change | 50,571 | $2.2M |
| Waverly Advisors, LLC | 0.02% | Reduce -0.2% | 50,069 | $2.2M |
| Hancock Whitney Corp. | 0.04% | Add +88.3% | 48,204 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.8% | 49,129 | $2.1M |
| Cambridge Advisors Inc. | 0.41% | Add +0.7% | 48,047 | $2.1M |
| Gateway Wealth Partners, LLC | 0.08% | Add +124.0% | 47,494 | $2.1M |
| Sigma Planning Corp | 0.06% | Reduce -7.9% | 47,234 | $2.1M |
| Millstone Evans Group, LLC | 1.23% | Reduce -0.2% | 46,956 | $2.1M |
| Encompass More Asset Management | 0.32% | Add +41.8% | 44,059 | $1.9M |
| Elevated Capital Advisors, LLC | 0.47% | Reduce -6.3% | 42,876 | $1.9M |
| Walker Asset Management, LLC | 1.01% | Add +0.2% | 42,734 | $1.9M |
| Icon Wealth Advisors, LLC | 0.12% | Add +0.4% | 41,003 | $1.8M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +1.6% | 40,745 | $1.8M |
| Motco | 0.16% | Reduce -0.0% | 40,281 | $1.8M |
| Wagner Wealth Management, LLC | 0.35% | Add +0.7% | 39,222 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +16.4% | 35,717 | $1.6M |
| FAS Wealth Partners, Inc. | 0.09% | Add +15.4% | 33,971 | $1.5M |
| M&T Bank Corp | 0.00% | Reduce -68.4% | 33,904 | $1.5M |
| WealthCare Investment Partners, LLC | 0.40% | Reduce -18.2% | 33,199 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +36.4% | 33,207 | $1.4M |
| Quadrature Capital Ltd | 0.02% | Add +462.3% | 32,838 | $1.4M |
| Partners Wealth Management, LLC | 1.44% | No change | 31,925 | $1.4M |
| Cottonwood Capital Advisors, LLC | 0.97% | Reduce -0.2% | 31,609 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Add +150.7% | 31,261 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +2.7% | 31,139 | $1.4M |
| Betterment LLC | 0.00% | Reduce -29.0% | 28,773 | $1.3M |
| Inscription Capital, LLC | 0.13% | Add +3.7% | 28,548 | $1.2M |
| Tandem Financial, LLC | 0.42% | Add +11.0% | 28,352 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -0.1% | 27,869 | $1.2M |
| Cherry Creek Investment Advisors, Inc. | 0.52% | Add +0.7% | 27,596 | $1.2M |
| 360 Financial, Inc. | 0.36% | Add +43.6% | 27,569 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Add +13.7% | 27,476 | $1.2M |
| Apella Capital, LLC | 0.02% | Add +16.5% | 27,127 | $1.2M |
| Arvest Bank Trust Division | 0.06% | Reduce -20.7% | 26,237 | $1.1M |
| Aprio Wealth Management, LLC | 0.06% | Add +0.4% | 25,398 | $1.1M |
| Great Diamond Partners, LLC | 0.21% | Reduce -2.5% | 25,039 | $1.1M |
| Worthington Financial Partners, LLC | 0.93% | Add +8.9% | 24,692 | $1.1M |
| GTS Securities LLC | 0.04% | New | 24,198 | $1.1M |
| WCG Wealth Advisors LLC | 0.03% | Reduce -48.6% | 23,889 | $1.0M |
| Silver Oak Securities, Incorporated | 0.08% | Add +2.3% | 23,837 | $1.0M |
| Magnus Financial Group LLC | 0.08% | Reduce -0.0% | 23,674 | $1.0M |
| Quad-Cities Investment Group, LLC | 0.41% | Add +0.4% | 23,615 | $1.0M |
| G&S Capital LLC | 0.35% | Reduce -5.6% | 23,071 | $1.0M |
| Objective Capital Management, LLC | 1.01% | Add +0.0% | 22,909 | $1.0M |
| Sunbelt Securities, Inc. | 0.06% | Add +104.6% | 22,775 | $994K |
| TCFG Wealth Management, LLC | 0.37% | Add +0.4% | 22,720 | $992K |
| TCFG Investment Advisors, LLC | 0.37% | — | 22,720 | $992K |
| Capital Analysts, LLC | 0.03% | Add +3.2% | 22,164 | $967K |
| FourThought Financial Partners, LLC | 0.08% | Reduce -2.0% | 21,865 | $955K |
| Tred Avon Family Wealth, LLC | 0.31% | Reduce -2.6% | 21,176 | $925K |
| Cozad Asset Management Inc. | 0.07% | Reduce -0.1% | 20,851 | $910K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 20,366 | $889K |
| First Heartland Consultants, Inc. | 0.07% | Add +9.6% | 20,145 | $880K |
| Stegent Equity Advisors, Inc. | 0.74% | No change | 19,991 | $873K |
| Americana Partners, LLC | 0.02% | Add +23.8% | 19,827 | $866K |
| Wood Tarver Financial Group, LLC | 0.24% | Add +10.9% | 19,793 | $864K |
| Next Capital Management LLC | 0.26% | Add +2.1% | 19,753 | $862K |
| Wagner Wealth Management, Corp | 0.77% | Add +34.0% | 19,555 | $854K |
| Visionary Wealth Advisors | 0.04% | Add +3.9% | 19,160 | $837K |
| Northwest Wealth Management, LLC | 0.13% | Add +0.2% | 19,102 | $834K |
| Keystone Financial Group | 0.06% | Add +0.7% | 18,537 | $809K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -2.9% | 18,435 | $805K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.7% | 18,121 | $791K |
| Kraematon Investment Advisors, Inc. | 0.64% | Reduce -4.3% | 17,963 | $784K |
| Stephens Inc. | 0.01% | Add +0.0% | 17,857 | $780K |
| Ancora Advisors LLC | 0.02% | Add +7.4% | 17,543 | $766K |
| Oppenheimer & Co. Inc. | 0.01% | Add +38.5% | 17,523 | $765K |
| Kovack Advisors, Inc. | 0.04% | Reduce -30.9% | 17,457 | $759K |
| MCF Advisors LLC | 0.03% | Reduce -0.5% | 17,303 | $755K |
| Koshinski Asset Management, Inc. | 0.05% | Add +97.3% | 17,000 | $742K |
| Brian Low Financial Group, LLC | 0.50% | Add +9.1% | 16,855 | $736K |
| Colorado Capital Management, Inc. | 0.27% | Reduce -8.4% | 16,794 | $733K |
| Blair William & Co. | 0.00% | Reduce -1.5% | 16,682 | $728K |
| Destiny Wealth Partners, LLC | 0.08% | No change | 16,588 | $724K |
| Meridian Wealth Advisors, LLC | 0.09% | New | 16,193 | $707K |
| Asset One Wealth Management LLC | 0.08% | Add +0.6% | 16,309 | $698K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -5.4% | 16,050 | $698K |
| Focus Partners Wealth | 0.00% | Reduce -16.2% | 15,670 | $685K |
| Western Wealth Management, LLC | 0.03% | Add +73.0% | 15,529 | $678K |
| Lido Advisors, LLC | 0.00% | Add +0.6% | 15,526 | $678K |
| CreativeOne Wealth, LLC | 0.02% | Add +148.9% | 15,317 | $669K |
| Peak Planning Group, LLC | 0.18% | Add +0.2% | 15,290 | $668K |
| Winebrenner Capital Management LLC | 0.42% | Reduce -1.8% | 15,067 | $658K |
| Regal Investment Advisors LLC | 0.04% | Reduce -2.0% | 14,875 | $649K |
| Aspen Investment Management Inc | 0.20% | No change | 14,670 | $640K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.22% | No change | 14,391 | $628K |
| Bank of Montreal | 0.00% | Add +18.7% | 14,260 | $623K |
| Sheets Smith Wealth Management | 0.07% | Reduce -0.2% | 14,257 | $622K |
| Wealth Effects LLC | 0.22% | Reduce -1.4% | 14,191 | $620K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -19.7% | 14,081 | $617K |
| First Trust Advisors LP | 0.00% | Add +3.1% | 14,109 | $616K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -6.0% | 14,100 | $616K |
| GM Advisory Group, LLC | 0.02% | Add +49.9% | 14,064 | $614K |
| Sovran Advisors, LLC | 0.05% | Add +1.1% | 13,726 | $614K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | No change | 14,030 | $613K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +100.0% | 13,800 | $603K |
| Investor's Fiduciary Advisor Network, LLC | 0.18% | Reduce -2.1% | 13,767 | $601K |
| Moors & Cabot, Inc. | 0.02% | Add +2.8% | 13,211 | $577K |
| Matrix Private Capital Group LLC | 0.28% | Reduce -1.0% | 13,151 | $574K |
| Beaumont Financial Advisors, LLC | 0.04% | Add +0.0% | 13,129 | $573K |
| Rehmann Capital Advisory Group | 0.03% | Add +15.8% | 13,086 | $571K |
| Wealth Watch Advisors, INC | 0.24% | Reduce -20.7% | 13,050 | $570K |
| Arax Advisory Partners | 0.02% | Reduce -4.7% | 12,999 | $568K |
| Greenwood Capital Associates LLC | 0.06% | Add +29.9% | 12,793 | $559K |
| Wedmont Private Capital | 0.02% | Add +0.7% | 12,646 | $557K |
| HRT Financial LP | 0.00% | Reduce -8.7% | 12,714 | $555K |
| Beam Wealth Advisors, Inc. | 0.14% | Add +8.9% | 12,698 | $554K |
| Susquehanna International Group, LLP | 0.00% | Add +14.6% | 12,620 | $551K |
| Park Avenue Securities LLC | 0.00% | Add +84.3% | 12,598 | $550K |
| PKS Advisory Services, LLC | 0.13% | Reduce -8.7% | 12,564 | $549K |
| Pathstone Holdings, LLC | 0.00% | No change | 12,500 | $546K |
| Prosperity Financial Group, Inc. | 0.20% | Add +0.4% | 12,413 | $542K |
| IFP Advisors, Inc | 0.01% | Reduce -5.3% | 12,393 | $541K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -47.8% | 12,292 | $537K |
| Cwm, LLC | 0.00% | Reduce -0.7% | 12,215 | $533K |
| Brown Advisory Inc. | 0.00% | Add +0.5% | 12,033 | $525K |
| Cascade Investment Group, Inc. | 0.34% | Add +2.2% | 11,800 | $515K |
| 10Elms LLP | 0.35% | Add +3.5% | 11,743 | $513K |
| Castle Rock Wealth Management, LLC | 0.11% | No change | 11,580 | $507K |
| Retirement Planning Group, LLC | 0.02% | New | 11,437 | $499K |
| Compound Planning, Inc. | 0.01% | Add +3.0% | 11,141 | $486K |
| Nova Wealth Management, Inc. | 0.31% | Add +11.8% | 11,003 | $480K |
| ProVise Management Group, LLC | 0.03% | No change | 10,644 | $465K |
| Ballew Advisors, Inc | 0.26% | Reduce -1.9% | 10,454 | $462K |
| MTM Investment Management, LLC | 0.14% | No change | 10,477 | $457K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 10,246 | $447K |
| Creative Planning | 0.00% | Add +10.9% | 9,990 | $436K |
| DHJJ Financial Advisors, Ltd. | 0.14% | No change | 9,917 | $433K |
| Allworth Financial LP | 0.00% | Reduce -0.6% | 9,866 | $431K |
| Geneos Wealth Management Inc. | 0.01% | Add +7.6% | 9,771 | $427K |
| Soltis Investment Advisors LLC | 0.03% | Add +0.0% | 9,756 | $426K |
| Howard Financial Services, LTD. | 0.05% | Add +16.8% | 9,690 | $423K |
| Lee Johnson Capital Management, LLC | 0.15% | Add +2.6% | 9,677 | $422K |
| Choreo, LLC | 0.01% | Add +0.8% | 9,582 | $418K |
| RPg Family Wealth Advisory, LLC | 0.09% | Reduce -1.7% | 9,414 | $411K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 9,322 | $407K |
| Magnolia Capital Advisors LLC | 0.08% | Reduce -0.4% | 8,860 | $387K |
| Curi Capital, LLC | 0.01% | Add +15.4% | 8,715 | $380K |
| Avantax Planning Partners, Inc. | 0.01% | Add +0.1% | 8,507 | $371K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.4% | 8,408 | $367K |
| Risk Paradigm Group, LLC | 0.31% | Reduce -1.9% | 8,248 | $360K |
| Intrua Financial, LLC | 0.04% | No change | 8,239 | $360K |
| Apollon Wealth Management, LLC | 0.01% | Add +9.6% | 8,064 | $352K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -2.2% | 7,961 | $348K |
| SeaCrest Wealth Management, LLC | 0.04% | New | 7,958 | $347K |
| National Wealth Management Group, LLC | 0.13% | Reduce -2.0% | 7,873 | $344K |
| Quantinno Capital Management LP | 0.00% | New | 7,866 | $343K |
| Atria Investments, Inc | 0.00% | Add +8.9% | 7,818 | $341K |
| Advisory Services Network, LLC | 0.00% | Add +1.4% | 7,520 | $328K |
| Investors Research Corp | 0.06% | Reduce -60.0% | 7,507 | $328K |
| Essex Financial Services, Inc. | 0.02% | Add +28.6% | 7,398 | $323K |
| Wedbush Securities Inc. | 0.01% | Add +2.0% | 7,300 | $319K |
| Composition Wealth, LLC | 0.00% | Add +0.6% | 7,297 | $319K |
| Two Sigma Securities, LLC | 0.04% | New | 7,200 | $314K |
| Private Trust Co. NA | 0.03% | No change | 7,112 | $311K |
| Canvas Wealth Advisors, LLC | 0.05% | No change | 7,020 | $306K |
| Belpointe Asset Management LLC | 0.01% | New | 6,920 | $302K |
| Dimension Capital Management LLC | 0.04% | New | 6,877 | $300K |
| Artemis Wealth Advisors, LLC | 0.05% | Add +0.7% | 6,853 | $299K |
| Marshall Investment Management, LLC | 0.14% | Add +0.5% | 6,811 | $297K |
| MV Capital Management, Inc. | 0.03% | No change | 6,775 | $296K |
| International Assets Investment Management, LLC | 0.02% | Reduce -0.1% | 6,780 | $295K |
| Aptus Capital Advisors, LLC | 0.00% | Add +18.8% | 6,590 | $288K |
| Beck Bode, LLC | 0.05% | Add +0.7% | 6,549 | $286K |
| Steinberganna Wealth Management | 0.14% | Add +0.5% | 6,506 | $284K |
| Mission Creek Capital Partners, Inc. | 0.06% | Reduce -31.8% | 6,464 | $282K |
| Capital Financial Group Inc\co\ | 0.15% | No change | 6,387 | $279K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -4.4% | 6,359 | $278K |
| DAVENPORT & Co LLC | 0.00% | Reduce -24.2% | 6,297 | $275K |
| Endowment Wealth Management, Inc. | 0.12% | Add +4.9% | 6,238 | $272K |
| Clark Asset Management, LLC | 0.03% | No change | 6,119 | $267K |
| Gryphon Financial Partners LLC | 0.03% | Reduce -58.3% | 6,083 | $266K |
| AE Wealth Management LLC | 0.00% | Add +1.1% | 6,067 | $265K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 6,000 | $262K |
| Cerity Partners LLC | 0.00% | Add +0.3% | 5,934 | $259K |
| American Institute for Advanced Investment Management, LLP | 0.17% | No change | 5,900 | $258K |
| Harvest Investment Services, LLC | 0.05% | Add +0.2% | 5,898 | $258K |
| Ardent Capital Management, Inc. | 0.11% | No change | 5,870 | $256K |
| Northern Trust Corp. | 0.00% | No change | 5,837 | $255K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | No change | 5,785 | $253K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -1.7% | 5,781 | $252K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 5,727 | $250K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -11.0% | 5,663 | $247K |
| Chapin Davis, Inc. | 0.05% | No change | 5,636 | $246K |
| Avior Wealth Management, LLC | 0.01% | New | 5,595 | $244K |
| RPS Advisory Solutions LLC | 0.14% | Reduce -1.2% | 5,568 | $243K |
| Allen Capital Group, LLC | 0.02% | No change | 5,516 | $241K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -0.5% | 5,496 | $240K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -4.4% | 5,469 | $239K |
| EP Wealth Advisors, LLC | 0.00% | New | 5,404 | $236K |
| Inspire Advisors, LLC | 0.02% | New | 5,387 | $235K |
| Advisors Capital Management, LLC | 0.00% | New | 5,332 | $233K |
| Peterson Wealth Advisors, LLC | 0.03% | Reduce -2.5% | 5,286 | $231K |
| FSB Premier Wealth Management, Inc. | 0.07% | Reduce -9.8% | 5,230 | $228K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 5,173 | $226K |
| RFG Advisory, LLC | 0.00% | New | 5,132 | $224K |
| GAMMA Investing LLC | 0.01% | No change | 4,948 | $216K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 4,924 | $215K |
| Integrity Alliance, Llc. | 0.01% | New | 4,923 | $215K |
| DDD Partners, LLC | 0.01% | New | 4,826 | $211K |
| Greenwich Wealth Management LLC | 0.01% | New | 4,795 | $209K |
| Lanark Financial, Inc. | 0.01% | Reduce -10.9% | 4,321 | $189K |
| Larson Financial Group LLC | 0.01% | Add +0.2% | 3,687 | $161K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +3.8% | 3,674 | $160K |
| Register Financial Advisors LLC | 0.06% | Add +4.1% | 3,642 | $159K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +3.8% | 3,420 | $149K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.21% | Reduce -4.6% | 3,152 | $138K |
| Medallion Wealth Advisors, LLC | 0.04% | Add +0.4% | 3,094 | $135K |
| Franklin Resources Inc. | 0.00% | No change | 2,734 | $119K |
| Clearstead Trust, LLC | 0.02% | Reduce -12.4% | 2,628 | $115K |
| Centaurus Financial, Inc. | 0.01% | New | 2,596 | $113K |
| BlackRock, Inc. | 0.00% | New | 2,560 | $112K |
| Holos Integrated Wealth LLC | 0.05% | New | 2,365 | $104K |
| Integrity Financial Corp | 0.05% | Add +0.0% | 2,362 | $103K |
| Blue Trust, Inc. | 0.00% | No change | 2,260 | $99K |
| Gilpin Wealth Management, LLC | 0.08% | Reduce -8.9% | 2,188 | $96K |
| Eastern Bank | 0.00% | No change | 2,080 | $91K |
| CX Institutional | 0.00% | Add +10.3% | 2,056 | $90K |
| Clearstead Advisors, LLC | 0.00% | New | 2,001 | $87K |
| Ascentis Wealth Management, LLC | 0.02% | No change | 1,900 | $83K |
| Topsail Wealth Management, LLC | 0.01% | No change | 1,800 | $79K |
| Opal Wealth Advisors, LLC | 0.02% | New | 1,696 | $74K |
| Versant Capital Management, Inc | 0.01% | No change | 1,693 | $74K |
| Hoese & Co LLP | 0.05% | No change | 1,685 | $74K |
| REAP Financial Group, LLC | 0.01% | Reduce -14.2% | 1,606 | $70K |
| Mather Group, Llc. | 0.00% | New | 1,567 | $68K |
| MAI Capital Management | 0.00% | Add +492.7% | 1,535 | $67K |
| Solstein Capital, LLC | 0.02% | No change | 1,317 | $58K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.7% | 1,197 | $52K |
| Truvestments Capital LLC | 0.01% | Add +91.0% | 1,081 | $47K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 1,006 | $44K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,000 | $44K |
| Parallel Advisors, LLC | 0.00% | No change | 1,000 | $44K |
| Assetmark, Inc. | 0.00% | No change | 972 | $42K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 955 | $42K |
| Sound Income Strategies, LLC | 0.00% | No change | 952 | $41K |
| Bessemer Group Inc. | 0.00% | New | 940 | $41K |
| Root Financial Partners, LLC | 0.00% | No change | 925 | $40K |
| Bellevue Asset Management, LLC | 0.02% | No change | 922 | $40K |
| US Bancorp \de | 0.00% | Add +46.3% | 901 | $39K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 897 | $39K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.3% | 882 | $39K |
| CoreCap Advisors, LLC | 0.00% | Reduce -99.1% | 792 | $35K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 735 | $32K |
| Decker Retirement Planning Inc. | 0.01% | No change | 717 | $31K |
| SHP Wealth Management | 0.00% | New | 709 | $31K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 702 | $31K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 690 | $30K |
| SBI Securities Co., Ltd. | 0.00% | Add +81.0% | 630 | $28K |
| City Holding Co. | 0.00% | Reduce -25.0% | 600 | $26K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 545 | $24K |
| Salem Investment Counselors Inc. | 0.00% | New | 503 | $22K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 500 | $22K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.7% | 450 | $20K |
| Key Financial Inc | 0.00% | No change | 408 | $18K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 328 | $14K |
| Raleigh Capital Management Inc. | 0.00% | Add +0.7% | 280 | $12K |
| Salomon & Ludwin, LLC | 0.00% | No change | 275 | $12K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 250 | $11K |
| Spire Wealth Management | 0.00% | New | 241 | $11K |
| Triumph Capital Management | 0.00% | No change | 219 | $10K |
| Citigroup Inc. | 0.00% | Add +9.0% | 218 | $10K |
| North Star Investment Management Corp. | 0.00% | Add +0.5% | 205 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 190 | $8K |
| Private Wealth Asset Management, LLC | 0.00% | New | 183 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -12.0% | 161 | $7K |
| Caitlin John, LLC | 0.00% | No change | 159 | $7K |
| Evolution Wealth Management Inc. | 0.00% | No change | 150 | $7K |
| Rossby Financial, LCC | 0.00% | No change | 132 | $6K |
| True Wealth Design, LLC | 0.00% | New | 125 | $5K |
| Bokf, NA | 0.00% | Reduce -68.5% | 114 | $5K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 106 | $5K |
| Dunhill Financial, LLC | 0.00% | New | 101 | $4K |
| Park Place Capital Corp | 0.00% | New | 101 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 77 | $3K |
| FMR LLC | 0.00% | New | 54 | $2K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -8.8% | 52 | $2K |
| Wellington-Altus USA Inc. | 0.00% | No change | 46 | $2K |
| Covestor Ltd | 0.00% | Add +104.3% | 47 | $2K |
| BNP Paribas Financial Markets | 0.00% | New | 35 | $2K |
| Signature Equity Partners, LLC | 0.00% | No change | 28 | $1K |
| Tucker Asset Management LLC | 0.00% | Add +8.3% | 13 | $568 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 11 | $480 |
"% 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.