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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
LFAS
201
Level Four Advisory Services
Texas
$510K +$53.6K +1,419 +12%
BFA
202
Beaumont Financial Advisors
Massachusetts
$503K +$75 +2 +0%
MPCG
203
Matrix Private Capital Group
New York
$500K
OC
204
Oppenheimer & Co
New York
$499K -$3.21K -85 -0.6%
MC
205
Moors & Cabot
Massachusetts
$491K +$8.08K +214 +2%
Pathstone Holdings
206
Pathstone Holdings
New Jersey
$479K
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$478K +$351K +9,296 +291%
Lido Advisors
208
Lido Advisors
California
$462K -$6.34K -168 -1%
Brown Advisory
209
Brown Advisory
Maryland
$456K +$2.42K +64 +0.5%
MCCP
210
Mission Creek Capital Partners
California
$449K +$1.89K +50 +0.4%
CRWM
211
Castle Rock Wealth Management
California
$442K
CIG
212
Cascade Investment Group
Colorado
$439K +$31.1K +825 +8%
1L
213
10Elms LLP
Oklahoma
$434K
NWM
214
Nova Wealth Management
Florida
$413K +$137K +3,627 +51%
BA
215
Ballew Advisors
Mississippi
$410K
PMG
216
ProVise Management Group
Florida
$408K -$2.83K -75 -0.7%
AFG
217
Atomi Financial Group
New York
$404K +$17.4K +460 +5%
MIM
218
MTM Investment Management
South Carolina
$401K -$22.6K -600 -5%
RFWA
219
RPg Family Wealth Advisory
Massachusetts
$396K -$9.29K -246 -2%
IA
220
IFG Advisory
Georgia
$394K +$1.4K +37 +0.4%
SS
221
Sunbelt Securities
Texas
$380K +$359K +9,502 +2,257%
DFA
222
DHJJ Financial Advisors
Illinois
$380K -$1.89K -50 -0.5%
SIA
223
Soltis Investment Advisors
Utah
$379K -$6.49K -172 -2%
AF
224
Allworth Financial
California
$379K
AI
225
Atria Investments
North Carolina
$378K +$17.9K +473 +5%