Advisornet Financial’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Advisornet Financial’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	$52.4K	Buy	1,206 +9	+0.8%	+$392	﹤0.01%	1097
2026 Q1	$52.3K	Buy	1,197 +8	+0.7%	+$333	﹤0.01%	1039
2025 Q4	$45K	Buy	1,189 +9	+0.8%	+$343	﹤0.01%	1084
2025 Q3	$45.2K	Sell	1,180 -934	-44%	-$35.3K	﹤0.01%	1060
2025 Q2	$79.3K	Buy	+2,114	New	+$77.3K	0.01%	827
2018 Q4	–	Sell	-60	Closed	-$1K	–	1487
2018 Q3	$1K	Sell	60 -101	-63%	-$2.41K	﹤0.01%	1402
2018 Q2	$4K	Buy	+161	New	+$3.64K	﹤0.01%	1311

Other funds holding EMLP

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

Advisornet Financial's EMLP Position: Q2 2026 in Review

Advisornet Financial increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.75% in Q2 2026, buying an estimated $392 and bringing the position to 1,206 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Advisornet Financial first reported a position in EMLP in Q2 2018 and has held it in 7 quarters since. The position peaked at $79.3K in Q2 2025. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Advisornet Financial held 1,206 shares of First Trust North American Energy Infrastructure Fund worth $52.4K as of Q2 2026.
Advisornet Financial bought 9 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $392.
First Trust North American Energy Infrastructure Fund made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1097 holding.
Advisornet Financial first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2018 and has held it in 7 quarters since.
Advisornet Financial's First Trust North American Energy Infrastructure Fund position peaked at $79.3K in Q2 2025.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.