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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
Morgan Stanley
1
Morgan Stanley
New York
$686M +$22M +583,093 +3%
CIA
2
Capital Investment Advisors
Georgia
$152M +$4.62M +122,319 +3%
AG
3
AlTi Global
New York
$110M -$2.62M -69,360 -2%
GT
4
Glenview Trust
Kentucky
$96.4M -$2.86M -75,662 -3%
LPL Financial
5
LPL Financial
California
$96M +$5.95M +157,733 +7%
CAM
6
Cresset Asset Management
Illinois
$93.1M +$6.58M +174,278 +8%
Wells Fargo
7
Wells Fargo
California
$87.5M +$1.26M +33,409 +1%
WANY
8
Wealthspire Advisors (New York)
New York
$80.9M +$517K +13,686 +0.7%
Bank of America
9
Bank of America
North Carolina
$78.5M +$5.49M +145,327 +8%
CPO
10
Cerity Partners OCIO
New York
$71M -$1.48M -39,181 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$55.7M -$1.3M -34,556 -2%
UBS Group
12
UBS Group
Switzerland
$52.9M -$118K -3,119 -0.2%
WF
13
Welch & Forbes
Massachusetts
$40.4M -$354K -9,380 -0.9%
GIM
14
Glenmede Investment Management
Pennsylvania
$38.5M +$487K +12,915 +1%
DCM
15
Disciplina Capital Management
Tennessee
$35M +$995K +26,361 +3%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$34.1M +$836K +22,154 +3%
Raymond James Financial
17
Raymond James Financial
Florida
$29.2M -$80K -2,120 -0.3%
Mariner
18
Mariner
Kansas
$29.2M +$217K +5,746 +0.8%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$29.1M +$1.4M +37,143 +5%
LF
20
Lee Financial
Texas
$27.9M -$221K -5,853 -0.8%
JIP
21
Jaffetilchin Investment Partners
Florida
$24.8M +$550K +14,583 +2%
LJAC
22
L.J. Altfest & Co
New York
$22.3M -$13M -344,071 -37%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$21.6M +$15.9M +421,660 +297%
ABTD
24
Arvest Bank Trust Division
Oklahoma
$20.3M +$312K +8,268 +2%
MWM
25
Modern Wealth Management
Kansas
$19.9M +$102K +2,710 +0.5%