Rocket


News + Filings
Key Docs
Ownership

First Trust North American Energy Infrastructure Fund (EMLP)

Portfolio as of:
NameSharesChangeValue% Port% OSHistDate
MORGAN STANLEY 16,444,460943,475444,000,456,0000.04  Hist 06/30/2023
TIEDEMANN ADVISORS, LLC 4,060,115-1,385,752109,623,131,0004.66  Hist 06/30/2023
Perella Weinberg Partners Capital Management LP 3,735,931-148,984100,870,137,00010.53  Hist 06/30/2023
Capital Investment Advisors, LLC 3,358,461317,74390,678,455,0002.76  Hist 06/30/2023
Glenview Trust Co 2,257,02163,66260,939,567,0001.66  Hist 06/30/2023
WELLS FARGO & COMPANY/MN 2,209,420-316,24159,654,342,0000.02  Hist 06/30/2023
Cresset Asset Management, LLC 2,207,056-430,98259,590,500,0000.07  Hist 06/30/2023
ROYAL BANK OF CANADA 2,082,829-3,342,57956,236,000,0000.01  Hist 06/30/2023
Wealthspire Advisors, LLC 1,935,51821,43951,542,842,0000.88  Hist 03/31/2023
UBS Group AG 1,830,798-49,54949,431,546,0000.02  Hist 06/30/2023
BANK OF AMERICA CORP /DE/ 1,738,212-265,71046,931,720,0000.00  Hist 06/30/2023
LPL Financial LLC 1,730,558-18,28446,084,744,0000.04  Hist 03/31/2023
GLENMEDE TRUST CO NA 1,116,019029,719,585,0000.17  Hist 06/30/2023
ARVEST TRUST CO N A 892,698-4,82624,986,616,0001.49  Hist 06/30/2023
Mariner, LLC 879,18021,12423,735,441,0000.06  Hist 06/30/2023
Lee Financial Co 843,576-41,33722,776,544,0003.99  Hist 06/30/2023
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 750,733-35,36520,269,791,0001.28  Hist 06/30/2023
Rockefeller Capital Management L.P. 788,6893,80920,230,889,0000.08  Hist 06/30/2023
AVANTAX ADVISORY SERVICES, INC. 540,28654,93914,587,732,0000.17  Hist 06/30/2023
Raymond James Financial Services Advisors, Inc. 455,907-3,40212,168,299,0000.02  Hist 12/31/2022
Intrua Financial, LLC 409,545-58,82211,094,568,0002.56  Hist 12/31/2022
Barry Investment Advisors, LLC 373,3636,2849,965,051,0003.15  Hist 12/31/2022
RAYMOND JAMES & ASSOCIATES 346,62739,1539,251,487,0000.01  Hist 12/31/2022
STIFEL FINANCIAL CORP 342,526-42,4999,248,518,0000.01  Hist 06/30/2023
ENVESTNET ASSET MANAGEMENT INC 322,16216,9698,698,362,0000.00  Hist 06/30/2023
Alpha Omega Group, Inc. 322,0262,1778,694,702,00016.11  Hist 06/30/2023
ADVISOR GROUP HOLDINGS, INC. 316,45611,4348,545,901,000   Hist 06/30/2023
HighTower Advisors, LLC 308,845-21,7948,356,000,0000.02  Hist 06/30/2023
JPMORGAN CHASE & CO 275,644-91,9567,442,388,0000.00  Hist 06/30/2023
B. Riley Wealth Advisors, Inc. 274,397-195,9197,408,726,0000.17  Hist 06/30/2023
New England Private Wealth Advisors LLC 250,914-8,0086,775,165,0001.37  Hist 06/30/2023
PARK NATIONAL CORP /OH/ 245,050-2,9176,616,350,0000.29  Hist 06/30/2023
Beacon Pointe Advisors, LLC 227,284-3,0456,052,566,0000.10  Hist 03/31/2023
WEALTHSOURCE PARTNERS, LLC 220,550-8605,886,474,0000.42  Hist 12/31/2022
Kestra Advisory Services, LLC 193,163140,4175,215,401,0000.05  Hist 06/30/2023
<< Prev     Next >>
Rocket Data Systems, Inc. © 2019 | Contact Us | Data Disclaimer | Terms of Use | Privacy