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Altus Wealth Group’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Altus Wealth 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
2021
Q1 		– Sell
-1,169
Closed -$24K – 353
2020
Q4 		$24K Buy
+1,169
New +$24.3K 0.02% 329

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Altus Wealth Group's EMLP Position: Q1 2021 in Review

Altus Wealth Group sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2021, closing a stake of 1,169 shares — an estimated $24K sold.

Altus Wealth Group first reported a position in EMLP in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 226 funds tracked by Wall St. Rank hold EMLP as of Q1 2021.

  • Altus Wealth Group reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 1,169 First Trust North American Energy Infrastructure Fund shares in Q1 2021, an estimated $24K.
  • Altus Wealth Group first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's First Trust North American Energy Infrastructure Fund position peaked at $24K in Q4 2020.
  • 226 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.