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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
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$17.1M +$2.42M +64,001 +17%
BIA
27
Barry Investment Advisors
Massachusetts
$17.1M +$853K +22,589 +5%
KPWS
28
Kestra Private Wealth Services
Texas
$14.3M +$4.55M +120,541 +48%
NEPWA
29
New England Private Wealth Advisors
Massachusetts
$11.6M +$72.9K +1,930 +0.6%
KAS
30
Kestra Advisory Services
Texas
$11.2M +$486K +12,871 +5%
AGA
31
Arkos Global Advisors
Texas
$10.8M -$64.1K -1,698 -0.6%
Stifel Financial
32
Stifel Financial
Missouri
$10.5M +$506K +13,418 +5%
JP Morgan Chase
33
JP Morgan Chase
New York
$10.1M +$291K +7,710 +3%
FWP
34
Forefront Wealth Partners
Texas
$9.93M +$9.79M +259,434 New
Osaic Holdings
35
Osaic Holdings
Arizona
$9.84M +$2.66M +70,560 +38%
UB
36
UMB Bank
Missouri
$9.72M -$693K -18,363 -7%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$8.88M -$628K -16,630 -7%
PWP
38
Prasad Wealth Partners
Ohio
$8.77M -$128K -3,382 -1%
VPA
39
Vernal Point Advisors
California
$8.6M +$60.1K +1,592 +0.7%
FCIM
40
Fairview Capital Investment Management
California
$8.37M -$378K -10,021 -4%
ATPW
41
Ashton Thomas Private Wealth
Arizona
$7.9M -$174K -4,618 -2%
FLPIM
42
F.L. Putnam Investment Management
Massachusetts
$7.89M -$2.52M -66,862 -25%
PNC
43
Park National Corp
Ohio
$7.85M +$659K +17,456 +9%
PAG
44
Private Advisor Group
New Jersey
$7.85M +$543K +14,382 +8%
BPA
45
Beacon Pointe Advisors
California
$7.68M -$297K -7,859 -4%
SWP
46
Strategic Wealth Partners
Ohio
$7.07M +$178K +4,727 +3%
HPC
47
Hobart Private Capital
North Carolina
$6.93M -$2.09M -55,259 -23%
PWPS
48
Pinnacle Wealth Planning Services
Ohio
$6.72M +$345K +9,149 +5%
IWM
49
IHT Wealth Management
Illinois
$6.69M -$562K -14,889 -8%
HighTower Advisors
50
HighTower Advisors
Illinois
$6.6M -$1.32M -35,023 -17%