Accurate Wealth Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Accurate Wealth Management’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
2023 Q1	–	Sell	-1,601	Closed	-$43.5K	–	594
2022 Q4	$43.5K	Buy	+1,601	New	+$42.5K	0.02%	486

Other funds holding EMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Accurate Wealth Management's EMLP Position: Q1 2023 in Review

Accurate Wealth Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2023, closing a stake of 1,601 shares — an estimated $43.5K sold.

Accurate Wealth Management first reported a position in EMLP in Q4 2022 and held it in 1 quarter. The position peaked at $43.5K in Q4 2022. 285 funds tracked by Wall St. Rank hold EMLP as of Q1 2023.

Accurate Wealth Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 1,601 First Trust North American Energy Infrastructure Fund shares in Q1 2023, an estimated $43.5K.
Accurate Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $43.5K in Q4 2022.
285 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.