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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
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$14.9M -$2.11M -55,417 -12%
KPWS
27
Kestra Private Wealth Services
Texas
$14.6M +$462K +12,113 +3%
KAS
28
Kestra Advisory Services
Texas
$12M +$984K +25,812 +9%
NEPWA
29
New England Private Wealth Advisors
Massachusetts
$11.7M +$247K +6,474 +2%
AGA
30
Arkos Global Advisors
Texas
$10.9M +$212K +5,548 +2%
Stifel Financial
31
Stifel Financial
Missouri
$10.6M +$187K +4,893 +2%
JP Morgan Chase
32
JP Morgan Chase
New York
$10.5M +$489K +12,833 +5%
Osaic Holdings
33
Osaic Holdings
Arizona
$10.2M +$395K +10,368 +4%
VPA
34
Vernal Point Advisors
California
$9.85M +$1.35M +35,420 +16%
UB
35
UMB Bank
Missouri
$9.27M -$350K -9,168 -4%
PWP
36
Prasad Wealth Partners
Ohio
$8.43M -$245K -6,420 -3%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$8.33M -$452K -11,845 -5%
NWS
38
Nvest Wealth Strategies
Ohio
$8.28M +$8.33M +218,533 New
PAG
39
Private Advisor Group
New Jersey
$8.27M +$511K +13,391 +7%
Corient Private Wealth
40
Corient Private Wealth
Florida
$7.93M +$7.28M +190,947 +181%
PNC
41
Park National Corp
Ohio
$7.86M +$101K +2,658 +1%
SWP
42
Strategic Wealth Partners
Ohio
$7.75M +$761K +19,945 +11%
ATPW
43
Ashton Thomas Private Wealth
Arizona
$7.65M -$166K -4,345 -2%
BPA
44
Beacon Pointe Advisors
California
$7.59M -$6.67K -175 -0.1%
CWA
45
Crusonia Wealth Advisors
Colorado
$7.52M +$7.58M +198,616 New
FCIM
46
Fairview Capital Investment Management
California
$7.42M -$867K -22,722 -10%
PWPS
47
Pinnacle Wealth Planning Services
Ohio
$7.21M +$562K +14,739 +8%
IWM
48
IHT Wealth Management
Illinois
$6.9M +$279K +7,323 +4%
BRWA
49
B. Riley Wealth Advisors
Florida
$6.77M +$523K +13,711 +8%
Ameriprise
50
Ameriprise
Minnesota
$6.69M +$3.36M +88,007 +99%