First Trust North American Energy Infrastructure Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 18.16 M | $792.97 M | -1.88% | 20.11% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 4.28 M | $186.77 M | 2.10% | 4.74% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 2.81 M | $122.52 M | 3.49% | 3.11% |
| CARTESIAN GROWTH CORP | 05/07/2026 | 2.81 M | $122.52 M | -2.21% | 3.11% |
| LPL FINANCIAL LLC | 05/06/2026 | 2.62 M | $114.42 M | 6.21% | 2.90% |
| GLENVIEW TRUST CO | 05/08/2026 | 2.47 M | $108.06 M | -0.78% | 2.74% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 2.40 M | $104.68 M | 2.07% | 2.65% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 2.38 M | $104.05 M | 12.05% | 2.64% |
| WEALTHSPIRE ADVISORS, LLC | 05/01/2026 | 2.05 M | $89.45 M | -5.37% | 2.27% |
| ARGI INVESTMENT SERVICES, LLC | 05/15/2026 | 1.84 M | $80.13 M | 227.62% | 2.03% |
| ROYAL BANK OF CANADA | 05/15/2026 | 1.41 M | $61.51 M | -5.60% | 1.56% |
| UBS GROUP AG | 05/05/2026 | 1.33 M | $57.93 M | -1.67% | 1.47% |
| GLENMEDE TRUST CO NA | 05/26/2026 | 1.08 M | $47.21 M | 2.45% | 1.20% |
| WELCH & FORBES LLC | 05/01/2026 | 996.00 K | $43.49 M | -4.29% | 1.10% |
| ALTFEST L J & CO INC | 04/28/2026 | 958.84 K | $41.86 M | 67.60% | 1.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 896.91 K | $39.16 M | -7.29% | 0.99% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 871.80 K | $38.06 M | 8.17% | 0.97% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 868.72 K | $37.93 M | 10.62% | 0.96% |
| DISCIPLINA CAPITAL MANAGEMENT LLC | 05/07/2026 | 858.13 K | $37.47 M | -7.93% | 0.95% |
| MARINER, LLC | 05/13/2026 | 775.91 K | $33.90 M | 3.54% | 0.86% |
| LEE FINANCIAL CO | 04/13/2026 | 688.36 K | $30.05 M | -2.75% | 0.76% |
| JAFFETILCHIN INVESTMENT PARTNERS, LLC | 05/13/2026 | 637.49 K | $27.83 M | -0.82% | 0.71% |
| MODERN WEALTH MANAGEMENT, LLC | 05/14/2026 | 520.87 K | $22.66 M | -2.52% | 0.58% |
| BARRY INVESTMENT ADVISORS, LLC | 04/23/2026 | 474.36 K | $20.71 M | 2.59% | 0.53% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 445.48 K | $19.45 M | -20.94% | 0.49% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 399.72 K | $17.45 M | 3.76% | 0.44% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 343.13 K | $14.98 M | -12.51% | 0.38% |
| NEW ENGLAND PRIVATE WEALTH ADVISORS LLC | 05/08/2026 | 319.08 K | $13.93 M | 2.89% | 0.35% |
| VERNAL POINT ADVISORS, LLC | 05/14/2026 | 297.66 K | $13.00 M | 14.47% | 0.33% |
| ARKOS GLOBAL ADVISORS | 05/13/2026 | 293.75 K | $12.83 M | 2.06% | 0.33% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 275.47 K | $12.03 M | 25.23% | 0.30% |
| JPMORGAN CHASE & CO | 05/13/2026 | 273.03 K | $11.99 M | -1.34% | 0.30% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 266.48 K | $11.64 M | 50.95% | 0.30% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 262.55 K | $11.46 M | -2.22% | 0.29% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 254.03 K | $11.09 M | -9.26% | 0.28% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 225.44 K | $9.84 M | -29.06% | 0.25% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 219.54 K | $9.58 M | 9.58% | 0.24% |
| STRATEGIC WEALTH PARTNERS, LTD. | 05/12/2026 | 218.60 K | $9.54 M | 6.87% | 0.24% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 215.15 K | $9.39 M | -1.44% | 0.24% |
| PARK NATIONAL CORP /OH/ | 04/16/2026 | 212.05 K | $9.26 M | 2.15% | 0.23% |
| 04/13/2026 | 204.57 K | $8.93 M | -6.39% | 0.23% | |
| UMB BANK, N.A. | 05/11/2026 | 203.83 K | $8.90 M | -16.74% | 0.23% |
| 05/12/2026 | 198.03 K | $8.65 M | -0.30% | 0.22% | |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 05/11/2026 | 198.02 K | $8.65 M | -2.00% | 0.22% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 05/11/2026 | 194.57 K | $8.49 M | 2.23% | 0.22% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 167.85 K | $7.33 M | -3.57% | 0.19% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 05/15/2026 | 165.33 K | $7.22 M | -15.63% | 0.18% |
| NEW REPUBLIC CAPITAL, LLC | 05/01/2026 | 161.62 K | $7.06 M | 17.89% | 0.18% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 161.60 K | $7.06 M | -11.27% | 0.18% |
| FIFTH THIRD BANCORP | 05/01/2026 | 159.34 K | $6.96 M | 100.00% | 0.18% |
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First Trust North American Energy Infrastructure Fund institutional Ownership - FAQ's
During the previous two years, 528 institutional investors and hedge funds held shares of First Trust North American Energy Infrastructure Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 18.16 M
Capital Investment Advisors, LLC: 4.28 M
Cresset Asset Management, LLC: 2.81 M
Cartesian Growth Corp: 2.81 M
LPL Financial LLC: 2.62 M
Glenview Trust Co: 2.47 M
76.35% of First Trust North American Energy Infrastructure Fund stock is owned by institutional investors.
Institutional investors have bought a total of 89.04 M shares in the last 24 months. This purchase volume represents approximately $3.88 B in transactions.