Who Owns First Trust North American Energy Infrastructure Fund
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in First Trust North American Energy Infrastructure Fund.
Who crossed 5% of EMLP →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| PARK NATIONAL CORP /OH/Com217.4K shtrimmed | $8.9M |
| Crumly & Associates Inc.NO AMER ENERGY72.8K shheld | $3M |
| Farther Finance Advisors, LLCETF57.4K shadded | $2.4M |
| PUFF WEALTH MANAGEMENT, LLCNO AMER ENERGY40.3K shtrimmed | $1.7M |
| Apella Capital, LLCNO AMER ENERGY27K shtrimmed | $1.1M |
| First Heartland Consultants, Inc.NO AMER ENERGY22.6K shadded | $925.6K |
| WINEBRENNER CAPITAL MANAGEMENT LLCNO AMER ENERGY13.4K shtrimmed | $547.7K |
| Wedmont Private CapitalNO AMER ENERGY12.8K shadded | $543.8K |
| Castle Rock Wealth Management, LLCNO AMER ENERGY11.6K shheld | $491K |
| Ballew Advisors, IncNO AMER ENERGY9.4K shtrimmed | $389.6K |
| Investors Research CorpNO AMER ENERGY5.9K shtrimmed | $242.8K |
| CHAPIN DAVIS, INC.NO AMER ENERGY5.6K shheld | $231K |
| Peterson Wealth Advisors, LLCNO AMER ENERGY5.1K shtrimmed | $207.6K |
| GAMMA Investing LLCETF4.9K shheld | $202.6K |
| EASTERN BANKNO AMER ENERGY2.1K shheld | $85.3K |
| GILPIN WEALTH MANAGEMENT, LLCNO AMER ENERGY1.9K shheld | $79.2K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund1K shheld | $41K |
| CoreCap Advisors, LLCETF792 shheld | $32.5K |
| GK Wealth Management LLCNO AMER ENERGY128 sh— | $5.2K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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