Superior Planning, LLC’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Superior Planning, LLC’s Portfolio EMLP Stock Details EMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$16.8K	Buy	+410	New	+$17.9K	0.01%	756

Other funds holding EMLP

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Superior Planning, LLC's EMLP Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in First Trust North American Energy Infrastructure Fund (EMLP) in Q3 2026: 410 shares worth $16.8K. The stake represents 0.01% of the portfolio and ranks #756 among its holdings.

285 funds tracked by Wall St. Rank hold EMLP as of Q3 2026.

Superior Planning, LLC held 410 shares of First Trust North American Energy Infrastructure Fund worth $16.8K as of Q3 2026.
First Trust North American Energy Infrastructure Fund was a new Superior Planning, LLC position in Q3 2026.
First Trust North American Energy Infrastructure Fund made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #756 holding.
285 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.