FIRST TRUST NORTH AMERICAN E (EMLP) Top Institutional Shareholders
FIRST TRUST NORTH AMERICAN E (EMLP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $2.91B in EMLP holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of EMLP tracked by InsiderSet, reporting ownership valued at approximately $792.97M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $777.53M, representing an estimated loss of -1.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed EMLP value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Capital Investment Advisors, Llc, Cresset Asset Management, Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST NORTH AMERICAN E (EMLP).
This page ranks the largest institutional EMLP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
382
Total Reported Value
$2.91B
Largest Holder
Morgan Stanley
Largest Position
$792.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.05% | 18,162,313 | $792,966,654 | $777,528,620 | -$15,438,034 | -1.95% | |
| Capital Investment Advisors, Llc | 2.99% | 4,277,778 | $186,767,803 | $183,131,676 | -$3,636,127 | -1.95% | |
| Cresset Asset Management, Llc | 0.53% | 2,806,310 | $122,523,506 | $120,138,131 | -$2,385,375 | -1.95% | |
| Alti Global, Inc. | 2.67% | 2,806,260 | $122,521,331 | $120,135,991 | -$2,385,340 | -1.95% | |
| Lpl Financial Llc | 0.03% | 2,620,632 | $114,416,772 | $112,189,256 | -$2,227,516 | -1.95% | |
| Glenview Trust Co | 1.70% | 2,474,953 | $108,056,447 | $105,952,738 | -$2,103,709 | -1.95% | |
| Wells Fargo & Company/Mn | 0.02% | 2,397,700 | $104,683,598 | $102,645,537 | -$2,038,061 | -1.95% | |
| Bank Of America Corp | 0.01% | 2,383,147 | $104,048,185 | $102,022,523 | -$2,025,662 | -1.95% | |
| Wealthspire Advisors, Llc | 0.70% | 2,048,764 | $89,449,029 | $87,707,587 | -$1,741,442 | -1.95% | |
| Cerity Partners Ocio Llc | 4.81% | 1,835,297 | $80,129,067 | $78,569,065 | -$1,560,002 | -1.95% | |
| Royal Bank Of Canada | 0.01% | 1,408,895 | $61,513,000 | $60,314,795 | -$1,198,205 | -1.95% | |
| Ubs Group Ag | 0.01% | 1,326,900 | $57,932,454 | $56,804,589 | -$1,127,865 | -1.95% | |
| Welch & Forbes Llc | 0.56% | 996,003 | $43,485,496 | $42,638,888 | -$846,608 | -1.95% | |
| Altfest L J & Co Inc | 4.48% | 958,838 | $41,862,846 | $41,047,855 | -$814,991 | -1.95% | |
| Rockefeller Capital Management L.P. | 0.07% | 896,914 | $39,159,287 | $38,396,888 | -$762,399 | -1.95% | |
| Commonwealth Equity Services, Llc | 0.05% | 871,803 | $38,062,905 | $37,321,886 | -$741,019 | -1.95% | |
| Raymond James Financial Inc | 0.01% | 868,723 | $37,928,445 | $37,190,032 | -$738,413 | -1.95% | |
| Disciplina Capital Management Llc | 3.97% | 858,130 | $37,465,954 | $36,736,545 | -$729,409 | -1.95% | |
| Mariner, Llc | 0.04% | 775,906 | $33,898,875 | $33,216,536 | -$682,339 | -2.01% | |
| Lee Financial Co | 4.24% | 688,357 | $30,053,649 | $29,468,563 | -$585,086 | -1.95% | |
| Jaffetilchin Investment Partners, Llc | 1.66% | 637,494 | $27,832,991 | $27,291,118 | -$541,873 | -1.95% | |
| Modern Wealth Management, Llc | 0.39% | 520,866 | $22,657,650 | $22,298,273 | -$359,377 | -1.59% | |
| Barry Investment Advisors, Llc | 4.57% | 474,357 | $20,710,437 | $20,307,223 | -$403,214 | -1.95% | |
| Cetera Investment Advisers | 0.02% | 445,484 | $19,449,836 | $19,071,170 | -$378,666 | -1.95% | |
| Kestra Private Wealth Services, Llc | 0.22% | 399,715 | $17,451,559 | $17,111,799 | -$339,760 | -1.95% | |
| Strategic Wealth Partners, Ltd. | 0.60% | 423,152 | $17,290,456 | $18,115,137 | +$824,681 | +4.77% | |
| Envestnet Asset Management Inc | 0.00% | 343,134 | $14,981,239 | $14,689,567 | -$291,672 | -1.95% | |
| New England Private Wealth Advisors Llc | 1.61% | 319,084 | $13,931,226 | $13,659,986 | -$271,240 | -1.95% | |
| Vernal Point Advisors, Llc | 5.28% | 297,658 | $12,995,733 | $12,742,739 | -$252,994 | -1.95% | |
| Ameriprise Financial Inc | 0.00% | 266,481 | $11,639,624 | $11,408,052 | -$231,572 | -1.99% | |
| Osaic Holdings, Inc. | 0.02% | 262,546 | $11,462,907 | $11,239,594 | -$223,313 | -1.95% | |
| Stifel Financial Corp | 0.01% | 254,031 | $11,091,082 | $10,875,067 | -$216,015 | -1.95% | |
| Kestra Advisory Services, Llc | 0.04% | 225,435 | $9,842,510 | $9,650,872 | -$191,638 | -1.95% | |
| Beacon Pointe Advisors, Llc | 0.05% | 219,537 | $9,584,970 | $9,398,379 | -$186,591 | -1.95% | |
| Private Advisor Group, Llc | 0.04% | 215,150 | $9,393,484 | $9,210,572 | -$182,913 | -1.95% | |
| Park National Corp | 0.28% | 212,053 | $9,258,234 | $9,077,989 | -$180,245 | -1.95% | |
| Nvest Wealth Strategies, Inc. | 6.29% | 204,572 | $8,931,619 | $8,757,727 | -$173,892 | -1.95% | |
| Umb Bank, N.A. | 0.12% | 203,827 | $8,899,087 | $8,725,834 | -$173,253 | -1.95% | |
| Crusonia Wealth Advisors Llc | 1.79% | 198,025 | $8,645,781 | $8,477,450 | -$168,331 | -1.95% | |
| Ashton Thomas Private Wealth, Llc | 0.20% | 198,018 | $8,645,450 | $8,477,151 | -$168,299 | -1.95% | |
| Pinnacle Wealth Planning Services, Inc. | 0.88% | 194,571 | $8,494,955 | $8,329,585 | -$165,370 | -1.95% | |
| Hightower Advisors, Llc | 0.01% | 167,854 | $7,328,616 | $7,185,830 | -$142,786 | -1.95% | |
| Fairview Capital Investment Management, Llc | 0.39% | 165,334 | $7,218,482 | $7,077,949 | -$140,533 | -1.95% | |
| New Republic Capital, Llc | 2.38% | 161,621 | $7,056,359 | $6,918,995 | -$137,364 | -1.95% | |
| Iht Wealth Management, Llc | 0.16% | 161,597 | $7,055,322 | $6,917,968 | -$137,354 | -1.95% | |
| Fifth Third Bancorp | 0.01% | 159,343 | $6,956,925 | $6,821,474 | -$135,451 | -1.95% | |
| Jones Financial Companies Lllp | 0.00% | 158,179 | $6,937,715 | $6,771,643 | -$166,072 | -2.39% | |
| Mml Investors Services, Llc | 0.02% | 153,355 | $6,695,475 | $6,565,128 | -$130,347 | -1.95% | |
| Hobart Private Capital, Llc | 1.30% | 150,930 | $6,589,619 | $6,461,313 | -$128,306 | -1.95% | |
| Certuity, Llc | 0.43% | 149,839 | $6,541,987 | $6,414,608 | -$127,379 | -1.95% |
Frequently asked questions about EMLP
Who owns the most EMLP stock?
The largest holders of EMLP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST NORTH AMERICAN E (EMLP).
Is EMLP widely held by superinvestors?
Many widely followed stocks like EMLP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EMLP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.