FIRST TRUST NORTH AMERICAN E (EMLP) Institutional Ownership Changes & 13F Activity

FIRST TRUST NORTH AMERICAN E (EMLP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Cerity Partners Ocio Llc, Cresset Asset Management, Llc, Bank Of America Corp, and Dimension Capital Management Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-46,639-13.6%296,495$12.90MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+20,042—20,042$871.84KQ2 2026Sep 09, 2026
M&T Bank CorpSell-33,904-100.0%0$0.00Q2 2026Sep 04, 2026
Rehmann Capital Advisory GroupBuy+5,500+42.0%18,586$808.52KQ2 2026Aug 20, 2026
Kingsview Wealth Management, LlcSell-43,435-45.2%52,593$2.29MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+669+0.7%95,042$4.13MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+172—172$7.48KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+34,523+15.7%254,060$11.05MQ2 2026Aug 18, 2026
Glenview Trust CoSell-10,280-0.4%2,464,673$107.21MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-35,947-40.1%53,744$2.34MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+102+3.9%2,698$117.00KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+271,051—271,051$11.79MQ2 2026Aug 14, 2026
Cerity Partners Ocio LlcSell-202,489-11.0%1,632,808$71.03MQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+201,921+7.2%3,008,231$130.86MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+167,594+7.0%2,550,741$110.96MQ2 2026Aug 14, 2026
Dimension Capital Management LlcBuy+153,825+2236.8%160,702$6.99MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-98,593-81.1%22,905$996.37KQ2 2026Aug 14, 2026
Excelsior Advisor Network LlcBuy+72,032—72,032$3.13MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+61,105+7.0%929,828$40.45MQ2 2026Aug 14, 2026
Vernal Point Advisors, LlcBuy+58,478+19.6%356,136$15.49MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+54,755+73.7%129,001$5.61MQ2 2026Aug 14, 2026
&PartnersBuy+51,720+65.1%131,176$5.59MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+42,868+27.1%201,047$8.85MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-39,894-52.0%36,780$1.60MQ2 2026Aug 14, 2026
Coppell Advisory Solutions LlcBuy+25,076—25,076$776.38KQ2 2026Aug 14, 2026
Cozad Asset Management IncBuy+21,616—21,616$940.31KQ2 2026Aug 14, 2026
Fairview Capital Investment Management, LlcSell-17,975-10.9%147,359$6.41MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-11,448-2.2%509,418$22.16MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+10,303—10,303$448.18KQ2 2026Aug 14, 2026
Wealth Watch Advisors, IncBuy+9,629+73.8%22,679$986.54KQ2 2026Aug 14, 2026
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Frequently asked questions about EMLP activity

  • Which institutional owners are buying EMLP?

    Institutional owners buying EMLP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in EMLP activity?

    "Buy" means an investor increased their reported position in EMLP compared to the prior reporting period. This reflects growing exposure to FIRST TRUST NORTH AMERICAN E (EMLP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in EMLP increasing?

    Institutional interest in EMLP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.