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First Trust North American Energy Infrastructure Fund

386 hedge funds and large institutions have $3.01B invested in First Trust North American Energy Infrastructure Fund in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 164 increasing their positions, 113 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

45% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 113

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

18% more capital invested

Capital invested by funds: $2.56B → $3.01B (+$453M)

3% more funds holding

Funds holding: 373386 (+13)

0.35% less ownership

Funds ownership: 75.77%75.42% (-0.35%)

Holders
386
Holders Change
+13
Holders Change %
+3.49%
% of All Funds
4.75%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.12%
New
45
Increased
164
Reduced
113
Closed
22
Calls
$260K
Puts
Net Calls
+$260K
Net Calls Change
+$260K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$793M -$14.5M -348,204 -2%
CIA
2
Capital Investment Advisors
Georgia
$187M +$3.67M +88,119 +2%
CAM
3
Cresset Asset Management
Illinois
$123M +$3.94M +94,572 +3%
AG
4
AlTi Global
New York
$123M -$2.64M -63,436 -2%
LPL Financial
5
LPL Financial
California
$114M +$6.37M +153,131 +6%
GT
6
Glenview Trust
Kentucky
$108M -$814K -19,563 -0.8%
Wells Fargo
7
Wells Fargo
California
$105M +$2.03M +48,689 +2%
Bank of America
8
Bank of America
North Carolina
$104M +$10.7M +256,270 +12%
WANY
9
Wealthspire Advisors (New York)
New York
$89.4M -$4.84M -116,255 -5%
CPO
10
Cerity Partners OCIO
New York
$80.1M +$53.1M +1,275,110 +228%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$61.5M -$3.48M -83,562 -6%
UBS Group
12
UBS Group
Switzerland
$57.9M -$941K -22,600 -2%
GT
13
Glenmede Trust
Pennsylvania
$47.2M +$1.08M +25,901 +2%
WF
14
Welch & Forbes
Massachusetts
$43.5M -$1.86M -44,696 -4%
LJAC
15
L.J. Altfest & Co
New York
$41.9M +$16.1M +386,753 +68%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$39.2M -$2.93M -70,476 -7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$38.1M +$2.74M +65,868 +8%
Raymond James Financial
18
Raymond James Financial
Florida
$37.9M +$3.47M +83,372 +11%
DCM
19
Disciplina Capital Management
Tennessee
$37.5M -$3.08M -73,902 -8%
Mariner
20
Mariner
Kansas
$33.9M +$1.1M +26,514 +4%
LF
21
Lee Financial
Texas
$30.1M -$810K -19,465 -3%
JIP
22
Jaffetilchin Investment Partners
Florida
$27.8M -$219K -5,271 -0.8%
MWM
23
Modern Wealth Management
Kansas
$22.7M -$560K -13,442 -3%
BIA
24
Barry Investment Advisors
Massachusetts
$20.7M +$499K +11,990 +3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$19.4M -$4.91M -118,018 -21%