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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
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$1.41M -$51.2K -1,357 -4%
WAG
127
Windsor Advisory Group
Ohio
$1.34M
PWM
128
Partners Wealth Management
California
$1.23M -$40.6K -1,075 -3%
Truist Financial
129
Truist Financial
North Carolina
$1.21M +$261K +6,920 +28%
IFG
130
Independent Financial Group
California
$1.21M +$844K +22,370 +245%
CIA
131
Concurrent Investment Advisors
Florida
$1.2M -$78.6K -2,083 -6%
IAN
132
Integrated Advisors Network
Texas
$1.12M -$45.7K -1,210 -4%
SEIA
133
Signature Estate & Investment Advisors
California
$1.09M +$4.3K +114 +0.4%
FWP
134
FAS Wealth Partners
Kansas
$1.07M +$36.5K +967 +4%
IC
135
Inscription Capital
Texas
$1.06M -$30.2K -800 -3%
CCA
136
Cottonwood Capital Advisors
Utah
$1.06M -$62.1K -1,645 -6%
GDP
137
Great Diamond Partners
Maine
$1.05M -$78.4K -2,076 -7%
CCIA
138
Cherry Creek Investment Advisors
Colorado
$1.04M +$4.15K +110 +0.4%
TF
139
Tandem Financial
Colorado
$1.03M -$1.89K -50 -0.2%
FFP
140
FourThought Financial Partners
Florida
$1.01M -$277K -7,331 -22%
SPIA
141
Steward Partners Investment Advisory
New York
$985K +$74.3K +1,969 +8%
CAS
142
Coppell Advisory Solutions
Texas
$973K +$167K +4,412 +21%
AWM
143
Aprio Wealth Management
Georgia
$969K
WPC
144
Wedmont Private Capital
Pennsylvania
$937K +$3.81K +101 +0.4%
QCIG
145
Quad-Cities Investment Group
Iowa
$925K -$24.3K -644 -3%
MFG
146
Magnus Financial Group
New York
$906K -$868 -23 -0.1%
GSC
147
G&S Capital
Colorado
$902K +$39K +1,033 +5%
SWA
148
Stratos Wealth Advisors
Ohio
$900K +$981 +26 +0.1%
AC
149
Apella Capital
Connecticut
$888K -$4K -106 -0.5%
TWM
150
TCFG Wealth Management
California
$882K -$2.94K -78 -0.3%