EMLP

First Trust North American E

Latest period2024 - Q4Total superinvestors46

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 46 superinvestors own shares of First Trust North American E (EMLP), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust North American E (EMLP), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with First Trust North American E (EMLP) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with First Trust North American E (EMLP) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 1.86%
2.66%
$130.243M
3.653M shares@ 35.66 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Increased 9.07%
0.19%
$4.496M
126,115 shares@ 35.66 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Increased 0.93%
0.4%
$3.84M
107,717 shares@ 35.65 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 11.69%
0.01%
$2.806M
78,704 shares@ 35.66 avg price
Helen Halloran@Wela Strategies, Inc.
Recent Activity
Increased 9.14%
1.07%
$2.471M
69,320 shares@ 35.66 avg price
Lori L Liffring@Cambridge Advisors Inc.
Recent Activity
Increased 49.6%
0.35%
$1.533M
42,988 shares@ 35.66 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Increased 0.13%
0.1%
$945,254
26,515 shares@ 35.65 avg price
Keith Greenwald@Aprio Wealth Management, Llc
Recent Activity
Increased 0.4%
0.14%
$894,586
25,094 shares@ 35.65 avg price
Dominic Corabi@Wedmont Private Capital
Recent Activity
Increased 99.69%
0.05%
$863,836
24,116 shares@ 35.83 avg price
Timothy Richards@Apella Capital, Llc
Recent Activity
Increased 0.35%
0.04%
$830,560
23,298 shares@ 35.65 avg price