# Portfolio overlap — EMLP vs FPWR

Comparing **First Trust North American Energy Infrastructure Fund** (2026-04-30) and **First Trust EIP Power Solutions ETF** (2026-04-30).

- Shared positions: 51
- First Trust North American Energy Infrastructure Fund covered by First Trust EIP Power Solutions ETF: 0.7203839948540201625282791618
- First Trust EIP Power Solutions ETF covered by First Trust North American Energy Infrastructure Fund: 0.7203839948540201625282791620

## First Trust North American Energy Infrastructure Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MLP | 0.074819 | ✓ |
| Enterprise Products Partners LP | 0.071629 | ✓ |
| MSILF Treasury Portfolio, Class Institutional | 0.070097 | ✓ |
| MPLX LP PARTNERSHIP SHARES | 0.040313 | ✓ |
| Plains GP Holdings LP LTD PARTNER INT CL A NEW IN | 0.038626 |  |
| KINDER MORGAN INC | 0.036817 | ✓ |
| NATL FUEL GAS CO | 0.032423 | ✓ |
| SOUTHERN CO | 0.026685 | ✓ |
| PPL CORPORATION | 0.025215 | ✓ |
| ENTERGY CORP | 0.024229 | ✓ |
| AMERICAN ELECTRIC POWER CO INC | 0.020618 | ✓ |
| ONEOK INC | 0.020599 |  |
| SUNOCO LP PARTNERSHIP SHARES | 0.020450 |  |
| ONE GAS INC | 0.019644 | ✓ |
| DUKE ENERGY CORP NEW | 0.019234 | ✓ |
| SEMPRA ENERGY | 0.018221 | ✓ |
| PUB SERV ENTERP | 0.016221 | ✓ |
| EVERGY INC | 0.016079 | ✓ |
| WILLIAMS COS INC | 0.015460 | ✓ |
| DTE ENERGY CO | 0.014974 | ✓ |
| WEC ENERGY GROUP INC | 0.014444 | ✓ |
| CHENIERE ENERGY PARTNERS LP PARTNERSHIP SHARES | 0.014289 | ✓ |
| FIRSTENERGY CORP | 0.014192 | ✓ |
| OGE ENERGY CORP | 0.014166 | ✓ |
| CHENIERE ENERGY INC | 0.014091 | ✓ |
| CLEARWAY ENERGY INC | 0.014067 | ✓ |
| DOMINION ENERGY INC | 0.013492 | ✓ |
| CENTERPOINT ENERGY INC | 0.013382 | ✓ |
| XCEL ENERGY INC | 0.013030 | ✓ |
| NEXTERA ENERGY INC | 0.012696 | ✓ |
| QUANTA SVCS INC | 0.012504 | ✓ |
| NEW JERSEY RESOURCES CORP | 0.012083 | ✓ |
| ATMOS ENERGY CORP | 0.011862 | ✓ |
| TARGA RESOURCES CORP | 0.011214 | ✓ |
| ATCO LTD-CLASS I | 0.011175 | ✓ |
| VISTRA CORP | 0.011109 | ✓ |
| GENERAC HOLDINGS INC | 0.010766 | ✓ |
| TC ENERGY CORP | 0.010638 | ✓ |
| DT MIDSTREAM INC | 0.010521 | ✓ |
| ALTAGAS LTD | 0.010369 | ✓ |
| KEYERA CORP | 0.009948 |  |
| AMEREN CORP | 0.009649 | ✓ |
| ALLIANT ENERGY CORPORATION | 0.009515 | ✓ |
| IDACORP INC | 0.009508 | ✓ |
| CMS ENERGY CORP | 0.009143 | ✓ |
| SPIRE INC | 0.008964 |  |
| UGI CORP NEW | 0.007976 | ✓ |
| CUMMINS INC | 0.007955 | ✓ |
| ARCHROCK INC | 0.007521 | ✓ |
| Westlake Chemical Partners LP | 0.005676 |  |

## First Trust EIP Power Solutions ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MSILF Treasury Portfolio, Class Institutional | 0.055838 | ✓ |
| DUKE ENERGY CORP NEW | 0.033821 | ✓ |
| SOUTHERN CO | 0.031715 | ✓ |
| MLP | 0.031624 | ✓ |
| PPL CORPORATION | 0.031516 | ✓ |
| NATL FUEL GAS CO | 0.031033 | ✓ |
| Enterprise Products Partners LP | 0.030137 | ✓ |
| WEC ENERGY GROUP INC | 0.029326 | ✓ |
| AMERICAN ELECTRIC POWER CO INC | 0.028851 | ✓ |
| CHENIERE ENERGY PARTNERS LP PARTNERSHIP SHARES | 0.028392 | ✓ |
| KINDER MORGAN INC | 0.027773 | ✓ |
| IDACORP INC | 0.027534 | ✓ |
| MPLX LP PARTNERSHIP SHARES | 0.027358 | ✓ |
| ENTERGY CORP | 0.026728 | ✓ |
| XCEL ENERGY INC | 0.025696 | ✓ |
| VISTRA CORP | 0.024489 | ✓ |
| EVERGY INC | 0.023994 | ✓ |
| DTE ENERGY CO | 0.023591 | ✓ |
| CLEARWAY ENERGY INC | 0.023004 | ✓ |
| PUB SERV ENTERP | 0.022153 | ✓ |
| CMS ENERGY CORP | 0.021800 | ✓ |
| ONE GAS INC | 0.020391 | ✓ |
| ALLIANT ENERGY CORPORATION | 0.018951 | ✓ |
| FIRSTENERGY CORP | 0.018329 | ✓ |
| DOMINION ENERGY INC | 0.018321 | ✓ |
| AMEREN CORP | 0.017489 | ✓ |
| NEW JERSEY RESOURCES CORP | 0.017194 | ✓ |
| SEMPRA ENERGY | 0.016485 | ✓ |
| GENERAC HOLDINGS INC | 0.016194 | ✓ |
| NEXTERA ENERGY INC | 0.015372 | ✓ |
| OGE ENERGY CORP | 0.014595 | ✓ |
| ATMOS ENERGY CORP | 0.014518 | ✓ |
| CHENIERE ENERGY INC | 0.014223 | ✓ |
| QUANTA SVCS INC | 0.012513 | ✓ |
| WILLIAMS COS INC | 0.011632 | ✓ |
| CUMMINS INC | 0.011587 | ✓ |
| ATCO LTD-CLASS I | 0.011477 | ✓ |
| ENEL SPA - ADR | 0.010850 | ✓ |
| CONSTELLATION ENERGY CORP | 0.010308 | ✓ |
| IBERDROLA SA-ADR | 0.010255 | ✓ |
| CENTERPOINT ENERGY INC | 0.009611 | ✓ |
| ENERSYS INC | 0.009059 | ✓ |
| DT MIDSTREAM INC | 0.008969 | ✓ |
| TARGA RESOURCES CORP | 0.008953 | ✓ |
| AES CORP | 0.008805 | ✓ |
| FIRST SOLAR INC | 0.007936 |  |
| JACOBS SOLUTIONS INC | 0.007515 | ✓ |
| HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC | 0.006372 |  |
| Brookfield Renewable Partners LP | 0.005465 |  |
| ALTAGAS LTD | 0.005306 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-024902` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/1517936/000094040026024902/0000940400-26-024902-index.htm>
- N-PORT (fund B) — accession `0000940400-26-024903` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/1517936/000094040026024903/0000940400-26-024903-index.htm>

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