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First Trust North American Energy Infrastructure Fund

360 hedge funds and large institutions have $2.58B invested in First Trust North American Energy Infrastructure Fund in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 153 increasing their positions, 124 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 124

3% more capital invested

Capital invested by funds: $2.51B → $2.58B (+$72.3M)

0.47% more ownership

Funds ownership: 76.41%76.88% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

3% less funds holding

Funds holding: 370360 (-10)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

Holders
360
Holders Change
-10
Holders Change %
-2.7%
% of All Funds
4.73%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
21
Increased
153
Reduced
124
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
226
Summit Financial
New Jersey
$376K -$3.62K -96 -1%
APP
227
Avantax Planning Partners
Iowa
$375K +$189 +5 +0.1%
NFSG
228
Newbridge Financial Services Group
Florida
$368K +$17.9K +473 +5%
PFG
229
Prosperity Financial Group
California
$368K -$13.9K -369 -4%
Creative Planning
230
Creative Planning
Kansas
$364K -$37.9K -1,004 -10%
CL
231
Choreo LLC
Illinois
$364K +$113 +3 +0%
LJCM
232
Lee Johnson Capital Management
Texas
$358K -$38 -1 -0%
IF
233
Intrua Financial
Texas
$350K -$48K -1,272 -12%
GWM
234
Geneos Wealth Management
Colorado
$348K -$5.17K -137 -1%
Renaissance Technologies
235
Renaissance Technologies
New York
$345K -$585K -15,500 -63%
Bank of New York Mellon
236
Bank of New York Mellon
New York
$345K +$72.9K +1,932 +27%
NWMG
237
National Wealth Management Group
Ohio
$337K +$11.7K +311 +4%
GAG
238
GM Advisory Group
New York
$337K +$87.6K +2,320 +36%
MIM
239
Marshall Investment Management
Colorado
$334K +$330K +8,735 New
WWM
240
Western Wealth Management
Colorado
$331K +$6.42K +170 +2%
Koshinski Asset Management
241
Koshinski Asset Management
Illinois
$328K -$11.9K -316 -4%
WS
242
Wedbush Securities
California
$327K +$1.66K +44 +0.5%
DC
243
Davenport & Co
Virginia
$324K +$40K +1,060 +14%
ASN
244
Advisory Services Network
Georgia
$320K +$38 +1 +0%
HFS
245
Howard Financial Services
Texas
$315K +$2.53K +67 +0.8%
MG
246
Mather Group
Illinois
$314K -$14.5K -384 -4%
SWP
247
Stratos Wealth Partners
Ohio
$313K -$216K -5,710 -41%
EWM
248
Empirical Wealth Management
Washington
$307K +$92.1K +2,440 +44%
BBL
249
Beck Bode LLC
Massachusetts
$299K -$197K -5,226 -40%
Northern Trust
250
Northern Trust
Illinois
$297K -$134K -3,545 -31%