AG
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Advisor Group’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Advisor Group’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
2019
Q4 		$4.28M Sell
167,705
-2,247
-1% -$55.9K 0.03% 466
2019
Q3 		$4.35M Sell
169,952
-10,803
-6% -$273K 0.03% 460
2019
Q2 		$4.55M Buy
180,755
+6,954
+4% +$173K 0.03% 423
2019
Q1 		$4.3M Sell
173,801
-1,513
-0.9% -$35.8K 0.04% 414
2018
Q4 		$3.76M Sell
175,314
-560
-0.3% -$12.8K 0.04% 388
2018
Q3 		$4.13M Buy
175,874
+53,130
+43% +$1.27M 0.04% 379
2018
Q2 		$2.85M Buy
122,744
+42,902
+54% +$970K 0.04% 417
2018
Q1 		$1.75M Sell
79,842
-34,444
-30% -$809K 0.02% 606
2017
Q4 		$2.81M Buy
114,286
+9,947
+10% +$245K 0.04% 430
2017
Q3 		$2.59M Buy
104,339
+7,450
+8% +$185K 0.04% 415
2017
Q2 		$2.38M Sell
96,889
-42,485
-30% -$1.06M 0.04% 427
2017
Q1 		$3.53M Buy
139,374
+50,762
+57% +$1.28M 0.07% 286
2016
Q4 		$2.24M Buy
88,612
+8,644
+11% +$213K 0.05% 396
2016
Q3 		$2.02M Sell
79,968
-6,062
-7% -$151K 0.05% 400
2016
Q2 		$2.12M Buy
+86,030
New +$1.98M 0.06% 359

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return