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 | 08/13/2026 | 18.07 M | $786.20 M | -0.49% | 19.57% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 4.35 M | $189.27 M | 1.71% | 4.71% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2026 | 3.01 M | $130.86 M | 7.20% | 3.26% |
| CARTESIAN GROWTH CORP | 08/05/2026 | 2.81 M | $122.38 M | 0.25% | 3.05% |
| LPL FINANCIAL LLC | 08/07/2026 | 2.72 M | $118.46 M | 3.92% | 2.95% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 2.55 M | $110.96 M | 7.03% | 2.76% |
| GLENVIEW TRUST CO | 08/18/2026 | 2.46 M | $107.21 M | -0.42% | 2.67% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 2.40 M | $104.32 M | 0.02% | 2.60% |
| WEALTHSPIRE ADVISORS, LLC | 08/11/2026 | 2.08 M | $90.42 M | 1.46% | 2.25% |
| ARGI INVESTMENT SERVICES, LLC | 08/14/2026 | 1.63 M | $71.03 M | -11.03% | 1.77% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.41 M | $61.36 M | 0.12% | 1.53% |
| UBS GROUP AG | 08/13/2026 | 1.36 M | $59.13 M | 2.44% | 1.47% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 1.02 M | $44.46 M | 13.95% | 1.11% |
| GLENMEDE TRUST CO NA | 08/10/2026 | 1.02 M | $44.21 M | -6.02% | 1.10% |
| WELCH & FORBES LLC | 07/30/2026 | 937.53 K | $40.78 M | -5.87% | 1.02% |
| ALTFEST L J & CO INC | 07/30/2026 | 933.49 K | $40.61 M | -2.64% | 1.01% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 929.83 K | $40.45 M | 7.03% | 1.01% |
| DISCIPLINA CAPITAL MANAGEMENT LLC | 08/10/2026 | 917.92 K | $39.93 M | 6.97% | 0.99% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 908.94 K | $39.54 M | 4.26% | 0.98% |
| MARINER, LLC | 08/13/2026 | 763.56 K | $33.22 M | -1.59% | 0.83% |
| LEE FINANCIAL CO | 07/22/2026 | 693.57 K | $30.17 M | 0.76% | 0.75% |
| MODERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 509.42 K | $22.16 M | -2.20% | 0.55% |
| BARRY INVESTMENT ADVISORS, LLC | 07/09/2026 | 502.34 K | $21.85 M | 5.90% | 0.54% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 493.56 K | $21.47 M | 23.48% | 0.53% |
| VERNAL POINT ADVISORS, LLC | 08/14/2026 | 356.14 K | $15.49 M | 19.65% | 0.39% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 340.16 K | $14.80 M | -23.64% | 0.37% |
| NEW ENGLAND PRIVATE WEALTH ADVISORS LLC | 08/04/2026 | 311.61 K | $13.97 M | -2.34% | 0.34% |
| ARKOS GLOBAL ADVISORS | 08/14/2026 | 299.06 K | $13.01 M | 1.81% | 0.32% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 296.50 K | $12.90 M | -13.59% | 0.32% |
| JPMORGAN CHASE & CO | 08/12/2026 | 280.15 K | $12.28 M | 2.61% | 0.30% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 272.06 K | $11.84 M | 3.62% | 0.29% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 271.05 K | $11.79 M | 1.71% | 0.29% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 258.94 K | $11.26 M | -6.00% | 0.28% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 254.06 K | $11.05 M | 15.73% | 0.28% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 245.14 K | $10.66 M | -3.50% | 0.27% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 229.10 K | $9.97 M | 1.62% | 0.25% |
| PARK NATIONAL CORP /OH/ | 07/15/2026 | 217.99 K | $9.48 M | 2.80% | 0.24% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 215.21 K | $9.36 M | 0.03% | 0.23% |
| NVEST WEALTH STRATEGIES, INC. | 07/10/2026 | 211.07 K | $9.18 M | 3.18% | 0.23% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 201.05 K | $8.85 M | 27.10% | 0.22% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 08/07/2026 | 197.60 K | $8.60 M | 1.56% | 0.21% |
| CRUSONIA WEALTH ADVISORS LLC | 07/30/2026 | 197.29 K | $8.58 M | -0.37% | 0.21% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 07/29/2026 | 196.23 K | $8.54 M | -0.91% | 0.21% |
| UMB BANK, N.A. | 08/13/2026 | 195.47 K | $8.50 M | -4.10% | 0.21% |
| NEW REPUBLIC CAPITAL, LLC | 07/31/2026 | 176.69 K | $7.69 M | 9.32% | 0.19% |
| CERTUITY, LLC | 07/28/2026 | 170.35 K | $7.41 M | 13.69% | 0.18% |
| FOCUS FINANCIAL NETWORK, INC. | 07/09/2026 | 166.61 K | $7.25 M | 30.14% | 0.18% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 164.26 K | $7.15 M | 7.11% | 0.18% |
| IHT WEALTH MANAGEMENT, LLC | 08/14/2026 | 163.25 K | $7.10 M | 1.02% | 0.18% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 162.99 K | $7.09 M | -2.90% | 0.18% |
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First Trust North American Energy Infrastructure Fund institutional Ownership - FAQ's
During the previous two years, 550 institutional investors and hedge funds held shares of First Trust North American Energy Infrastructure Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 18.07 M
Capital Investment Advisors, LLC: 4.35 M
Cresset Asset Management, LLC: 3.01 M
Cartesian Growth Corp: 2.81 M
LPL Financial LLC: 2.72 M
BANK OF AMERICA CORP /DE/: 2.55 M
74.30% of First Trust North American Energy Infrastructure Fund stock is owned by institutional investors.
Institutional investors have bought a total of 89.99 M shares in the last 24 months. This purchase volume represents approximately $3.92 B in transactions.