Ahrens Investment Partners’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Ahrens Investment Partners’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	$8.65K	Buy	+325	New	+$8.74K	﹤0.01%	669
2022 Q3	–	Sell	-1,025	Closed	-$26K	–	378
2022 Q2	$26K	Sell	1,025 -200	-16%	-$5.44K	0.01%	445
2022 Q1	$34K	Hold	1,225	–	–	0.01%	477
2021 Q4	$31K	Buy	+1,225	New	+$30.3K	0.01%	494

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

Ahrens Investment Partners's EMLP Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2023: 325 shares worth $8.65K. The stake represents ﹤0.01% of the portfolio and ranks #669 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in EMLP as recently as Q2 2022.

Ahrens Investment Partners first reported a position in EMLP in Q4 2021 and has held it in 4 quarters since. The position peaked at $34K in Q1 2022. 285 funds tracked by Wall St. Rank hold EMLP as of Q1 2023.

Ahrens Investment Partners held 325 shares of First Trust North American Energy Infrastructure Fund worth $8.65K as of Q1 2023.
First Trust North American Energy Infrastructure Fund was a new Ahrens Investment Partners position in Q1 2023.
First Trust North American Energy Infrastructure Fund made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #669 holding.
Ahrens Investment Partners first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2021 and has held it in 4 quarters since.
Ahrens Investment Partners's First Trust North American Energy Infrastructure Fund position peaked at $34K in Q1 2022.
285 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.