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First Trust North American Energy Infrastructure Fund

373 hedge funds and large institutions have $2.56B invested in First Trust North American Energy Infrastructure Fund in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 152 increasing their positions, 122 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

25% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 122

4% more funds holding

Funds holding: 360373 (+13)

1% less capital invested

Capital invested by funds: $2.58B → $2.56B (-$22.1M)

1.11% less ownership

Funds ownership: 76.88%75.77% (-1.1%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
373
Holders Change
+13
Holders Change %
+3.61%
% of All Funds
4.54%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
40
Increased
152
Reduced
122
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
201
Texas Capital Bank Wealth Management Services
Texas
$531K +$535K +14,030 New
SA
202
Sovran Advisors
California
$530K -$17.4K -457 -3%
HF
203
HRT Financial
New York
$527K -$262K -6,874 -33%
PAS
204
PKS Advisory Services
New York
$521K -$14.6K -384 -3%
First Trust Advisors
205
First Trust Advisors
Illinois
$518K +$267 +7 +0.1%
AAP
206
Arax Advisory Partners
Colorado
$516K +$520K +13,638 New
MPCG
207
Matrix Private Capital Group
New York
$503K +$8.85K +232 +2%
BFA
208
Beaumont Financial Advisors
Massachusetts
$497K +$76 +2 +0%
IA
209
IFP Advisors
Florida
$496K -$24.2K -634 -5%
MC
210
Moors & Cabot
Massachusetts
$487K +$725 +19 +0.1%
OC
211
Oppenheimer & Co
New York
$479K -$14.5K -379 -3%
Pathstone Holdings
212
Pathstone Holdings
New Jersey
$473K
Bank of New York Mellon
213
Bank of New York Mellon
New York
$472K +$132K +3,472 +39%
WPC
214
Wedmont Private Capital
Pennsylvania
$470K -$452K -11,853 -49%
PFG
215
Prosperity Financial Group
California
$468K +$105K +2,756 +29%
CRWM
216
Castle Rock Wealth Management
California
$468K
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$466K -$7.02K -184 -1%
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
$455K +$170K +4,449 +59%
Brown Advisory
219
Brown Advisory
Maryland
$454K +$2.29K +60 +0.5%
BWA
220
Beam Wealth Advisors
Louisiana
$442K +$445K +11,659 New
CIG
221
Cascade Investment Group
Colorado
$437K +$3.01K +79 +0.7%
1L
222
10Elms LLP
Oklahoma
$430K
RCAG
223
Rehmann Capital Advisory Group
Michigan
$428K +$184K +4,822 +74%
SS
224
Sunbelt Securities
Texas
$422K +$46.1K +1,209 +12%
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
$417K -$2.01M -52,642 -83%