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 | 11/14/2025 | 17.92 M | $686.10 M | 3.36% | 20.21% |
| CAPITAL INVESTMENT ADVISORS, LLC | 10/23/2025 | 3.96 M | $151.81 M | 3.18% | 4.47% |
| CARTESIAN GROWTH CORP | 11/06/2025 | 2.86 M | $109.60 M | -2.37% | 3.23% |
| GLENVIEW TRUST CO | 11/07/2025 | 2.52 M | $96.37 M | -2.92% | 2.84% |
| LPL FINANCIAL LLC | 11/12/2025 | 2.51 M | $95.99 M | 6.71% | 2.83% |
| CRESSET ASSET MANAGEMENT, LLC | 01/22/2026 | 2.43 M | $93.11 M | 7.72% | 2.74% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 2.28 M | $87.48 M | 1.48% | 2.58% |
| WEALTHSPIRE ADVISORS, LLC | 11/14/2025 | 2.11 M | $80.91 M | 0.65% | 2.38% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 2.05 M | $78.55 M | 7.62% | 2.31% |
| ARGI INVESTMENT SERVICES, LLC | 10/22/2025 | 1.86 M | $71.03 M | -2.07% | 2.09% |
| ROYAL BANK OF CANADA | 11/14/2025 | 1.45 M | $55.69 M | -2.32% | 1.64% |
| UBS GROUP AG | 11/13/2025 | 1.38 M | $52.87 M | -0.23% | 1.56% |
| WELCH & FORBES LLC | 11/04/2025 | 1.05 M | $40.36 M | -0.88% | 1.19% |
| GLENMEDE INVESTMENT MANAGEMENT, LP | 11/13/2025 | 1.01 M | $38.53 M | 1.30% | 1.14% |
| DISCIPLINA CAPITAL MANAGEMENT LLC | 11/10/2025 | 913.23 K | $34.97 M | 2.97% | 1.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 890.86 K | $34.11 M | 2.55% | 1.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 761.90 K | $29.17 M | -0.28% | 0.86% |
| MARINER, LLC | 11/14/2025 | 761.57 K | $29.16 M | 0.76% | 0.86% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 759.63 K | $29.09 M | 5.14% | 0.86% |
| LEE FINANCIAL CO | 11/04/2025 | 729.89 K | $27.95 M | -0.80% | 0.82% |
| JAFFETILCHIN INVESTMENT PARTNERS, LLC | 11/13/2025 | 648.08 K | $24.82 M | 2.30% | 0.73% |
| ALTFEST L J & CO INC | 10/21/2025 | 581.90 K | $22.28 M | -37.16% | 0.66% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 563.83 K | $21.59 M | 296.60% | 0.64% |
| ARVEST BANK TRUST DIVISION | 11/07/2025 | 529.69 K | $20.28 M | 1.59% | 0.60% |
| MODERN WEALTH MANAGEMENT, LLC | 11/12/2025 | 519.30 K | $19.88 M | 0.52% | 0.59% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 447.63 K | $17.14 M | 16.68% | 0.51% |
| BARRY INVESTMENT ADVISORS, LLC | 10/22/2025 | 447.46 K | $17.13 M | 5.32% | 0.50% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11/17/2025 | 373.12 K | $14.29 M | 47.72% | 0.42% |
| NEW ENGLAND PRIVATE WEALTH ADVISORS LLC | 11/13/2025 | 303.64 K | $11.63 M | 0.64% | 0.34% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 291.97 K | $11.18 M | 4.61% | 0.33% |
| ARKOS GLOBAL ADVISORS | 11/14/2025 | 282.28 K | $10.81 M | -0.60% | 0.32% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 275.07 K | $10.53 M | 5.13% | 0.31% |
| JPMORGAN CHASE & CO | 11/26/2025 | 263.91 K | $10.11 M | 3.01% | 0.30% |
| FOREFRONT WEALTH PARTNERS, LLC | 10/20/2025 | 259.43 K | $9.93 M | 100.00% | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 258.13 K | $9.84 M | 37.62% | 0.29% |
| UMB BANK, N.A. | 11/04/2025 | 253.97 K | $9.72 M | -6.74% | 0.29% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 231.82 K | $8.88 M | -6.69% | 0.26% |
| PRASAD WEALTH PARTNERS, LLC | 11/05/2025 | 229.06 K | $8.77 M | -1.46% | 0.26% |
| VERNAL POINT ADVISORS, LLC | 11/14/2025 | 224.60 K | $8.60 M | 0.71% | 0.25% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 11/14/2025 | 218.69 K | $8.37 M | -4.38% | 0.25% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 11/04/2025 | 206.41 K | $7.90 M | -2.19% | 0.23% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 10/10/2025 | 205.99 K | $7.89 M | -24.51% | 0.23% |
| PARK NATIONAL CORP /OH/ | 10/01/2025 | 204.92 K | $7.85 M | 9.31% | 0.23% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 204.91 K | $7.85 M | 7.55% | 0.23% |
| BEACON POINTE ADVISORS, LLC | 11/14/2025 | 200.52 K | $7.68 M | -3.77% | 0.23% |
| STRATEGIC WEALTH PARTNERS, LTD. | 11/14/2025 | 184.61 K | $7.07 M | 2.63% | 0.21% |
| HOBART PRIVATE CAPITAL, LLC | 10/01/2025 | 181.02 K | $6.93 M | -23.39% | 0.20% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 11/13/2025 | 175.60 K | $6.72 M | 5.50% | 0.20% |
| IHT WEALTH MANAGEMENT, LLC | 11/14/2025 | 174.81 K | $6.69 M | -7.85% | 0.20% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 172.29 K | $6.60 M | -16.89% | 0.19% |
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First Trust North American Energy Infrastructure Fund institutional Ownership - FAQ's
During the previous two years, 397 institutional investors and hedge funds held shares of First Trust North American Energy Infrastructure Fund. The most heavily invested institutionals were:
Jaffetilchin Investment Partners, LLC: 642,765
Prasad Wealth Partners, LLC: 222,641
PARK NATIONAL CORP /OH/: 207,581
Hobart Private Capital, LLC: 173,203
APPLETON PARTNERS INC/MA: 128,625
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 122,831
75.97% of First Trust North American Energy Infrastructure Fund stock is owned by institutional investors.
Institutional investors have bought a total of 77.05 M shares in the last 24 months. This purchase volume represents approximately $3.14 B in transactions.