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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
CIAS
301
Capital Investment Advisory Services
North Carolina
$134K -$305 -8 -0.2%
RFA
302
Register Financial Advisors
Georgia
$133K -$1.33K -35 -1%
MSWM
303
Mowery & Schoenfeld Wealth Management
Illinois
$125K
OSAM
304
O'Shaughnessy Asset Management
Connecticut
$125K +$11.5K +302 +10%
MWA
305
Medallion Wealth Advisors
Connecticut
$117K +$496 +13 +0.4%
CT
306
Clearstead Trust
Maine
$114K
Franklin Resources
307
Franklin Resources
California
$104K
GWM
308
Gilpin Wealth Management
Colorado
$91K +$91.6K +2,403 New
IF
309
Integrity Financial
Wyoming
$89.4K -$12.3K -323 -12%
BTI
310
Blue Trust Inc
Georgia
$85.6K
EB
311
Eastern Bank
Massachusetts
$78.8K
OWP
312
ORG Wealth Partners
Texas
$72K
CI
313
CX Institutional
Indiana
$71K +$71.1K +1,864 New
RFG
314
REAP Financial Group
Texas
$70.8K -$4.16K -109 -6%
TWM
315
Topsail Wealth Management
North Carolina
$68.2K
VCM
316
Versant Capital Management
Arizona
$64.1K -$3.32K -87 -5%
HC
317
Hoese & Co
Minnesota
$63.8K +$64.3K +1,685 New
HNB
318
Huntington National Bank
Ohio
$60.6K
SC
319
Solstein Capital
California
$49.9K
AF
320
Advisornet Financial
Minnesota
$45K +$343 +9 +0.8%
JWA
321
JFS Wealth Advisors
Pennsylvania
$38.1K
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$37.9K
PA
323
Parallel Advisors
California
$37.9K
SIS
324
Sound Income Strategies
Florida
$37.4K +$36.2K +950 +47,500%
AssetMark Inc
325
AssetMark Inc
California
$36.8K +$15.5K +406 +72%