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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
OCM
151
Objective Capital Management
Ohio
$881K -$10.4K -275 -1%
SOS
152
Silver Oak Securities
Tennessee
$881K +$65.4K +1,733 +8%
KA
153
Kovack Advisors
Florida
$845K -$6.95K -184 -0.8%
TAFW
154
Tred Avon Family Wealth
Maryland
$833K +$821K +21,752 New
GWP
155
Gateway Wealth Partners
Wisconsin
$804K -$49.1K -1,300 -6%
CAM
156
Cozad Asset Management
Illinois
$798K +$226 +6 +0%
HF
157
HRT Financial
New York
$796K +$429K +11,377 +121%
SEA
158
Stegent Equity Advisors
Texas
$787K -$13.1K -347 -2%
3F
159
360 Financial
Minnesota
$763K -$12.2M -322,775 -94%
CAL
160
Capital Analysts LLC
Pennsylvania
$756K +$36.3K +962 +5%
VWA
161
Visionary Wealth Advisors
Illinois
$754K -$2.91K -77 -0.4%
IRC
162
Investors Research Corp
Georgia
$750K -$22.4K -594 -3%
NWM
163
Northwest Wealth Management
Iowa
$749K +$1.77K +47 +0.2%
CCM
164
Colorado Capital Management
Colorado
$741K -$27.8K -736 -4%
NCM
165
Next Capital Management
New York
$741K
FA
166
Forefront Analytics
Pennsylvania
$726K -$604 -16 -0.1%
CA
167
Claro Advisors
Massachusetts
$720K +$5.62K +149 +0.8%
Envestnet Portfolio Solutions
168
Envestnet Portfolio Solutions
Illinois
$719K -$135K -3,568 -16%
SI
169
Stephens Inc
Arkansas
$684K +$75 +2 +0%
KIA
170
Kraematon Investment Advisors
Massachusetts
$669K +$2.45K +65 +0.4%
WTFG
171
Wood Tarver Financial Group
Idaho
$668K +$102K +2,700 +18%
MA
172
MCF Advisors
Kentucky
$666K +$2.11K +56 +0.3%
KWA
173
Kingswood Wealth Advisors
California
$661K +$652K +17,271 New
FHC
174
First Heartland Consultants
Missouri
$653K +$142K +3,767 +28%
William Blair & Company
175
William Blair & Company
Illinois
$652K -$15.1K -400 -2%