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First Trust North American Energy Infrastructure Fund

386 hedge funds and large institutions have $3.01B invested in First Trust North American Energy Infrastructure Fund in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 164 increasing their positions, 113 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

45% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 113

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

18% more capital invested

Capital invested by funds: $2.56B → $3.01B (+$453M)

3% more funds holding

Funds holding: 373386 (+13)

0.35% less ownership

Funds ownership: 75.77%75.42% (-0.35%)

Holders
386
Holders Change
+13
Holders Change %
+3.49%
% of All Funds
4.75%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.12%
New
45
Increased
164
Reduced
113
Closed
22
Calls
$260K
Puts
Net Calls
+$260K
Net Calls Change
+$260K
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
176
Koshinski Asset Management
Illinois
$742K +$349K +8,383 +97%
BLFG
177
Brian Low Financial Group
Louisiana
$736K +$58.4K +1,404 +9%
CCM
178
Colorado Capital Management
Colorado
$733K -$63.9K -1,536 -8%
William Blair & Company
179
William Blair & Company
Illinois
$728K -$10.4K -249 -1%
DWP
180
Destiny Wealth Partners
Florida
$724K
MWA
181
Meridian Wealth Advisors
Texas
$707K +$674K +16,193 New
AOWM
182
Asset One Wealth Management
Washington
$698K +$3.91K +94 +0.6%
FFA
183
Farther Finance Advisors
California
$698K -$38.1K -915 -5%
Focus Partners Wealth
184
Focus Partners Wealth
Massachusetts
$685K -$126K -3,030 -16%
WWM
185
Western Wealth Management
Colorado
$678K +$273K +6,555 +73%
Lido Advisors
186
Lido Advisors
California
$678K +$3.54K +85 +0.6%
CW
187
CreativeOne Wealth
Kansas
$669K +$381K +9,164 +149%
PPG
188
Peak Planning Group
Colorado
$668K +$1.17K +28 +0.2%
WCM
189
Winebrenner Capital Management
Kentucky
$658K -$11.5K -277 -2%
RIA
190
Regal Investment Advisors
Michigan
$649K -$12.5K -300 -2%
AIM
191
Aspen Investment Management
Michigan
$640K
EPIME
192
Evelyn Partners Investment Management (Europe)
$628K
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$623K +$93.5K +2,246 +19%
SSWM
194
Sheets Smith Wealth Management
North Carolina
$622K -$1.42K -34 -0.2%
WE
195
Wealth Effects
Massachusetts
$620K -$8.16K -196 -1%
Wealth Enhancement Advisory Services
196
Wealth Enhancement Advisory Services
Minnesota
$617K -$144K -3,461 -20%
First Trust Advisors
197
First Trust Advisors
Illinois
$616K +$17.9K +430 +3%
GAG
198
GM Advisory Group
New York
$614K +$195K +4,680 +50%
SA
199
Sovran Advisors
California
$614K +$5.91K +142 +1%
TCBWMS
200
Texas Capital Bank Wealth Management Services
Texas
$613K