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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
Morgan Stanley
1
Morgan Stanley
New York
$701M +$22.6M +591,927 +3%
CIA
2
Capital Investment Advisors
Georgia
$159M +$8.57M +224,827 +6%
AG
3
AlTi Global
New York
$109M +$279K +7,313 +0.3%
CAM
4
Cresset Asset Management
Illinois
$103M +$10.7M +280,073 +12%
GT
5
Glenview Trust
Kentucky
$94.5M -$852K -22,337 -0.9%
LPL Financial
6
LPL Financial
California
$93.4M -$1.5M -39,392 -2%
Wells Fargo
7
Wells Fargo
California
$89M +$2.45M +64,337 +3%
WANY
8
Wealthspire Advisors (New York)
New York
$82M +$1.98M +51,817 +2%
Bank of America
9
Bank of America
North Carolina
$80.5M +$2.88M +75,539 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$56.5M +$1.45M +37,954 +3%
UBS Group
11
UBS Group
Switzerland
$51.1M -$1.19M -31,262 -2%
GT
12
Glenmede Trust
Pennsylvania
$40M +$40.3M +1,055,465 New
WF
13
Welch & Forbes
Massachusetts
$39.4M -$514K -13,484 -1%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$36.6M +$2.92M +76,535 +9%
DCM
15
Disciplina Capital Management
Tennessee
$35.3M +$717K +18,798 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$30.5M +$1.77M +46,305 +6%
Raymond James Financial
17
Raymond James Financial
Florida
$29.7M +$894K +23,453 +3%
Mariner
18
Mariner
Kansas
$28.4M -$465K -12,179 -2%
LF
19
Lee Financial
Texas
$26.8M -$842K -22,067 -3%
JIP
20
Jaffetilchin Investment Partners
Florida
$24.3M -$203K -5,316 -0.8%
LJAC
21
L.J. Altfest & Co
New York
$21.7M -$374K -9,813 -2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$21.3M -$12.3K -323 -0.1%
CPO
23
Cerity Partners OCIO
New York
$21.2M -$49.4M -1,294,818 -70%
MWM
24
Modern Wealth Management
Kansas
$20.2M +$572K +15,005 +3%
BIA
25
Barry Investment Advisors
Massachusetts
$17.5M +$569K +14,910 +3%