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 | 02/13/2026 | 18.51 M | $700.99 M | 3.30% | 22.16% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 4.19 M | $158.66 M | 5.67% | 5.01% |
| CARTESIAN GROWTH CORP | 02/13/2026 | 2.87 M | $108.68 M | 0.26% | 3.44% |
| CRESSET ASSET MANAGEMENT, LLC | 02/17/2026 | 2.71 M | $102.69 M | 11.52% | 3.15% |
| GLENVIEW TRUST CO | 02/09/2026 | 2.49 M | $94.47 M | -0.89% | 2.99% |
| LPL FINANCIAL LLC | 02/11/2026 | 2.47 M | $93.44 M | -1.57% | 2.81% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2.35 M | $88.96 M | 2.82% | 2.81% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 2.13 M | $80.54 M | 3.68% | 2.55% |
| WEALTHSPIRE ADVISORS, LLC | 02/13/2026 | 2.17 M | $81.99 M | 2.45% | 2.52% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.49 M | $56.52 M | 2.61% | 1.79% |
| UBS GROUP AG | 01/29/2026 | 1.35 M | $51.11 M | -2.26% | 1.62% |
| GLENMEDE TRUST CO NA | 02/17/2026 | 1.06 M | $39.97 M | 100.00% | 1.26% |
| WELCH & FORBES LLC | 02/10/2026 | 1.04 M | $39.41 M | -1.28% | 1.19% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 967.39 K | $36.64 M | 8.59% | 1.16% |
| DISCIPLINA CAPITAL MANAGEMENT LLC | 02/11/2026 | 932.03 K | $35.30 M | 2.06% | 1.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 805.94 K | $30.52 M | 6.10% | 0.96% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 785.35 K | $29.74 M | 3.08% | 0.91% |
| MARINER, LLC | 02/13/2026 | 749.39 K | $28.39 M | -1.60% | 0.87% |
| LEE FINANCIAL CO | 01/22/2026 | 707.82 K | $26.81 M | -3.02% | 0.85% |
| JAFFETILCHIN INVESTMENT PARTNERS, LLC | 01/15/2026 | 642.77 K | $24.34 M | -0.82% | 0.77% |
| ALTFEST L J & CO INC | 01/23/2026 | 572.09 K | $21.66 M | -1.69% | 0.68% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 563.50 K | $21.34 M | -0.06% | 0.67% |
| ARGI INVESTMENT SERVICES, LLC | 02/11/2026 | 560.19 K | $21.21 M | -69.80% | 0.67% |
| MODERN WEALTH MANAGEMENT, LLC | 02/17/2026 | 534.31 K | $20.23 M | 2.89% | 0.64% |
| BARRY INVESTMENT ADVISORS, LLC | 02/09/2026 | 462.37 K | $17.51 M | 3.33% | 0.55% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 392.21 K | $14.85 M | -12.38% | 0.47% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 385.24 K | $14.59 M | 3.25% | 0.46% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 317.78 K | $12.03 M | 8.84% | 0.38% |
| NEW ENGLAND PRIVATE WEALTH ADVISORS LLC | 02/13/2026 | 310.11 K | $11.74 M | 2.13% | 0.36% |
| ARKOS GLOBAL ADVISORS | 02/13/2026 | 287.83 K | $10.90 M | 1.97% | 0.34% |
| JPMORGAN CHASE & CO | 02/11/2026 | 276.75 K | $10.48 M | 4.86% | 0.33% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 279.97 K | $10.60 M | 1.78% | 0.33% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 268.50 K | $10.17 M | 4.02% | 0.32% |
| VERNAL POINT ADVISORS, LLC | 02/13/2026 | 260.02 K | $9.85 M | 15.77% | 0.31% |
| UMB BANK, N.A. | 02/13/2026 | 244.80 K | $9.27 M | -3.61% | 0.29% |
| PRASAD WEALTH PARTNERS, LLC | 01/27/2026 | 222.64 K | $8.43 M | -2.80% | 0.27% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 219.97 K | $8.33 M | -5.11% | 0.26% |
| 01/28/2026 | 218.53 K | $8.28 M | 100.00% | 0.26% | |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 218.30 K | $8.27 M | 6.54% | 0.25% |
| PARK NATIONAL CORP /OH/ | 01/05/2026 | 207.58 K | $7.86 M | 1.30% | 0.25% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 01/29/2026 | 202.07 K | $7.65 M | -2.11% | 0.24% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 200.34 K | $7.59 M | -0.09% | 0.24% |
| 02/18/2026 | 198.62 K | $7.52 M | 100.00% | 0.24% | |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 02/17/2026 | 195.97 K | $7.42 M | -10.39% | 0.23% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 02/13/2026 | 190.33 K | $7.21 M | 8.39% | 0.23% |
| IHT WEALTH MANAGEMENT, LLC | 02/17/2026 | 182.13 K | $6.90 M | 4.19% | 0.22% |
| B. RILEY WEALTH ADVISORS, INC. | 02/17/2026 | 178.74 K | $6.77 M | 8.31% | 0.21% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 174.07 K | $6.59 M | 1.04% | 0.21% |
| HOBART PRIVATE CAPITAL, LLC | 01/27/2026 | 173.20 K | $6.56 M | -4.32% | 0.21% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 176.53 K | $6.69 M | 99.41% | 0.21% |
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First Trust North American Energy Infrastructure Fund institutional Ownership - FAQ's
During the previous two years, 525 institutional investors and hedge funds held shares of First Trust North American Energy Infrastructure Fund. The most heavily invested institutionals were:
Capital Investment Advisors, LLC: 4.28 M
Wealthspire Advisors, LLC: 2.05 M
UBS Group AG: 1.33 M
WELCH & FORBES LLC: 996,003
ALTFEST L J & CO INC: 958,838
COMMONWEALTH EQUITY SERVICES, LLC: 871,803
80.43% of First Trust North American Energy Infrastructure Fund stock is owned by institutional investors.
Institutional investors have bought a total of 87.94 M shares in the last 24 months. This purchase volume represents approximately $3.83 B in transactions.