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Security record · archived quarter

EMLP

First Trust North American Energy Infrastructure Fund · Financial Services · Asset Management

44.32 +1.0% mkt cap $4.09B quote delayed (FMP) · as of Aug 26 19:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
5Tracked holders
0Δ holders
18.50MShares held
$708.45MReported value
+0New positions
−0Exits
Stable 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.1% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 50 -3 35.44M $1.54B +2 −5
Q1 2026 54 +7 35.23M $1.54B +8 −1
Q4 2025 47 -3 34.95M $1.32B −3
Q3 2025 5 0 18.50M $708.45M
Q2 2025 3 0 69.29K $2.60M +1 −1
Q1 2025 3 0 41.30K $1.55M
Q4 2024 3 +2 33.45K $1.19M +2
Q3 2024 1 -2 10.63K $357,101 −2
Q2 2024 3 56.59K $1.72M
Holder count
Who holds it · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 17.92M $686.10M 0.0% n/c 1 SEC ↗
2 Morgan Stanley 17.92M $686.10M 0.0% n/c 1 SEC ↗
3 Morgan Stanley 17.92M $686.10M 0.0% n/c 1 SEC ↗
4 Morgan Stanley 17.92M $686.10M 0.0% n/c 1 SEC ↗
5 Morgan Stanley 17.92M $686.10M 0.0% n/c 1 SEC ↗
6 Morgan Stanley 17.92M $686.10M 0.0% n/c 1 SEC ↗
7 JPMorgan Chase 527.82K $20.21M 0.0% n/c 1 SEC ↗
8 JPMorgan Chase 527.82K $20.21M 0.0% n/c 1 SEC ↗
9 JPMorgan Chase 527.82K $20.21M 0.0% n/c 1 SEC ↗
10 JPMorgan Chase 527.82K $20.21M 0.0% n/c 1 SEC ↗
11 JPMorgan Chase 527.82K $20.21M 0.0% n/c 1 SEC ↗
12 JPMorgan Chase 527.82K $20.21M 0.0% n/c 1 SEC ↗
13 JPMorgan Chase 527.82K $20.21M 0.0% n/c 1 SEC ↗
14 JPMorgan Chase 527.82K $20.21M 0.0% n/c 1 SEC ↗
15 Citadel Advisors 39.18K +30.4% $1.50M 0.0% ▲ Add 6 SEC ↗
16 Renaissance Technologies 9.00K -63.3% $344,610 0.0% ▼ Trim 2 SEC ↗
17 D. E. Shaw & Co. 7.55K -48.9% $288,975 0.0% ▼ Trim 4 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 386 holders, 68.63M shares, $2.95B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2025 · Methodology · Get this via the API