We are live on ! Find out more
EMLP icon

First Trust North American Energy Infrastructure Fund

373 hedge funds and large institutions have $2.56B invested in First Trust North American Energy Infrastructure Fund in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 152 increasing their positions, 122 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

25% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 122

4% more funds holding

Funds holding: 360373 (+13)

1% less capital invested

Capital invested by funds: $2.58B → $2.56B (-$22.1M)

1.11% less ownership

Funds ownership: 76.88%75.77% (-1.1%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
373
Holders Change
+13
Holders Change %
+3.61%
% of All Funds
4.54%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
40
Increased
152
Reduced
122
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
226
Ballew Advisors
Mississippi
$410K -$3.81K -100 -0.9%
AFG
227
Atomi Financial Group
New York
$410K +$9.84K +258 +2%
PMG
228
ProVise Management Group
Florida
$403K
MIM
229
MTM Investment Management
South Carolina
$397K
IA
230
IFG Advisory
Georgia
$390K +$114 +3 +0%
AF
231
Allworth Financial
California
$376K +$1.3K +34 +0.3%
DFA
232
DHJJ Financial Advisors
Illinois
$376K
GCA
233
Greenwood Capital Associates
South Carolina
$373K +$88.2K +2,313 +31%
NWM
234
Nova Wealth Management
Florida
$373K -$36.3K -952 -9%
SIA
235
Soltis Investment Advisors
Utah
$369K -$5.57K -146 -1%
CL
236
Choreo LLC
Illinois
$363K
RFWA
237
RPg Family Wealth Advisory
Massachusetts
$363K -$29.7K -779 -8%
MCCP
238
Mission Creek Capital Partners
California
$359K -$86K -2,255 -19%
LJCM
239
Lee Johnson Capital Management
Texas
$357K +$2.86K +75 +0.8%
GAG
240
GM Advisory Group
New York
$355K +$22.3K +585 +7%
GWM
241
Geneos Wealth Management
Colorado
$344K
Creative Planning
242
Creative Planning
Kansas
$341K -$19K -499 -5%
WWM
243
Western Wealth Management
Colorado
$340K +$12.6K +331 +4%
MCA
244
Magnolia Capital Advisors
Mississippi
$337K +$339K +8,898 New
Koshinski Asset Management
245
Koshinski Asset Management
Illinois
$326K +$2.33K +61 +0.7%
APP
246
Avantax Planning Partners
Iowa
$322K -$49.4K -1,296 -13%
RPG
247
Risk Paradigm Group
Texas
$318K +$321K +8,408 New
DC
248
Davenport & Co
Virginia
$314K -$5.87K -154 -2%
HFS
249
Howard Financial Services
Texas
$314K +$2.4K +63 +0.8%
IF
250
Intrua Financial
Texas
$312K -$34.4K -901 -10%