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Action Point Financial Planning’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Action Point Financial Planning’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
Q2 		$15.2K Buy
+350
New +$15.3K ﹤0.01% 1258

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Action Point Financial Planning's EMLP Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2026: 350 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #1258 among its holdings.

375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

  • Action Point Financial Planning held 350 shares of First Trust North American Energy Infrastructure Fund worth $15.2K as of Q2 2026.
  • First Trust North American Energy Infrastructure Fund was a new Action Point Financial Planning position in Q2 2026.
  • First Trust North American Energy Infrastructure Fund made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1258 holding.
  • 375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.