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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
Bank of Montreal
251
Bank of Montreal
Ontario, Canada
$290K +$286K +7,565 New
D.E. Shaw & Co
252
D.E. Shaw & Co
New York
$289K -$272K -7,207 -49%
GCA
253
Greenwood Capital Associates
South Carolina
$289K +$284K +7,535 New
CRC
254
Curi RMB Capital
Illinois
$288K +$868 +23 +0.3%
AWM
255
Apollon Wealth Management
South Carolina
$282K +$16.6K +441 +6%
MMA
256
Miracle Mile Advisors
California
$276K -$6.53K -173 -2%
AAS
257
Ameritas Advisory Services
Nebraska
$274K +$120K +3,190 +81%
PTC
258
Private Trust Company
Ohio
$272K -$4.79K -127 -2%
CWA
259
Canvas Wealth Advisors
Kansas
$269K
SI
260
Saxon Interests
Texas
$267K
PFGIA
261
Patriot Financial Group Insurance Agency
Massachusetts
$264K
FIA
262
Foundations Investment Advisors
Arizona
$262K -$23.9K -633 -8%
PAS
263
Park Avenue Securities
New York
$261K -$2.23K -59 -0.9%
MCM
264
MV Capital Management
Maryland
$259K
AWA
265
Artemis Wealth Advisors
New York
$259K +$2.08K +55 +0.8%
GVAG
266
Great Valley Advisor Group
Delaware
$250K -$3.4K -90 -1%
RCAG
267
Rehmann Capital Advisory Group
Michigan
$248K +$29.9K +792 +14%
OFS
268
OneAscent Financial Services
Alabama
$239K -$75 -2 -0%
PWA
269
Peterson Wealth Advisors
Utah
$237K -$31.7K -841 -12%
IAIM
270
International Assets Investment Management
Florida
$234K
AIFAIM
271
American Institute for Advanced Investment Management
Arizona
$231K -$20K -530 -8%
EFS
272
Essex Financial Services
Connecticut
$228K +$225K +5,962 New
NFG
273
Nations Financial Group
Iowa
$225K -$3.77K -100 -2%
ACM
274
Ardent Capital Management
Ohio
$225K
FPWM
275
FSB Premier Wealth Management
Iowa
$224K +$220K +5,841 New