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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
C
176
Certuity
Florida
$652K +$149K +3,935 +30%
GRP
177
Global Retirement Partners
California
$649K +$4K +106 +0.6%
PWM
178
PBMares Wealth Management
Virginia
$647K +$17.7K +468 +3%
DWP
179
Destiny Wealth Partners
Florida
$635K
Wealth Enhancement Advisory Services
180
Wealth Enhancement Advisory Services
Minnesota
$627K -$1.43K -38 -0.2%
AA
181
Ancora Advisors
Ohio
$625K +$189 +5 +0%
FFA
182
Farther Finance Advisors
California
$614K -$24.2K -642 -4%
WCM
183
Winebrenner Capital Management
Kentucky
$607K -$51.8K -1,373 -8%
BLFG
184
Brian Low Financial Group
Louisiana
$602K -$15.1K -400 -2%
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$593K -$37.1K -982 -6%
MSFS
186
Main Street Financial Solutions
Pennsylvania
$586K -$90.2K -2,390 -14%
AP
187
Americana Partners
Texas
$585K -$80.2K -2,125 -12%
PPG
188
Peak Planning Group
Colorado
$583K +$1.81K +48 +0.3%
RIA
189
Regal Investment Advisors
Michigan
$581K
AIM
190
Aspen Investment Management
Michigan
$569K
GFP
191
Gryphon Financial Partners
Ohio
$555K -$177K -4,683 -24%
WE
192
Wealth Effects
Massachusetts
$551K +$113 +3 +0%
SSWM
193
Sheets Smith Wealth Management
North Carolina
$545K +$679 +18 +0.1%
ISFAN
194
Investor's Fiduciary Advisor Network
Washington
$543K -$19.1K -506 -3%
PAS
195
PKS Advisory Services
New York
$541K -$1.51K -40 -0.3%
SA
196
Sovran Advisors
California
$530K -$56.2K -1,488 -10%
IA
197
IFP Advisors
Florida
$526K +$1.74K +46 +0.3%
First Trust Advisors
198
First Trust Advisors
Illinois
$523K +$14.1K +374 +3%
EPIME
199
Evelyn Partners Investment Management (Europe)
$523K -$21.9K -580 -4%
Kovitz Investment Group Partners
200
Kovitz Investment Group Partners
Illinois
$514K +$75 +2 +0%