We are live on ! Find out more
EMLP icon

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
EB
301
Eastern Bank
Massachusetts
$79.6K
RFG
302
REAP Financial Group
Texas
$75.8K -$23.4K -621 -24%
OWP
303
ORG Wealth Partners
Texas
$72.8K
TWM
304
Topsail Wealth Management
North Carolina
$68.9K
VCM
305
Versant Capital Management
Arizona
$68.2K +$67.2K +1,780 New
HNB
306
Huntington National Bank
Ohio
$61.3K
SC
307
Solstein Capital
California
$50.4K
CHC
308
City Holding Co
West Virginia
$49.8K
AF
309
Advisornet Financial
Minnesota
$45.2K -$35.3K -934 -44%
JWA
310
JFS Wealth Advisors
Pennsylvania
$38.5K
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$38.3K
PA
312
Parallel Advisors
California
$38.3K
EPIM
313
Evelyn Partners Investment Management
$36.6K
BAM
314
Bellevue Asset Management
Washington
$35.3K
RFP
315
Root Financial Partners
California
$35.1K +$34.7K +918 New
DWM
316
Darwin Wealth Management
Florida
$33.5K +$113 +3 +0.3%
GSWM
317
Golden State Wealth Management
California
$31.2K +$264 +7 +0.9%
DSC
318
Duncker Streett & Co
Missouri
$28.1K
DRP
319
Decker Retirement Planning
Utah
$27.5K
HIA
320
Harbor Investment Advisory
Maryland
$26.9K
POIA
321
Pin Oak Investment Advisors
Texas
$26.4K
SIC
322
Salem Investment Counselors
North Carolina
$22.5K +$22.2K +588 New
TAM
323
Tucker Asset Management
Colorado
$22.2K -$21.2K -561 -49%
AssetMark Inc
324
AssetMark Inc
California
$21.7K
BBHC
325
Brown Brothers Harriman & Co
New York
$20.9K