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American Institute for Advanced Investment Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

American Institute for Advanced Investment Management’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 		$996K Buy
22,895
+16,995
+288% +$741K 0.58% 54
2026
Q1 		$258K Hold
5,900
– – 0.17% 136
2025
Q4 		$223K Sell
5,900
-140
-2% -$5.34K 0.14% 141
2025
Q3 		$231K Sell
6,040
-530
-8% -$20K 0.15% 131
2025
Q2 		$246K Buy
6,570
+530
+9% +$19.4K 0.17% 125
2025
Q1 		$226K Buy
+6,040
New +$224K 0.17% 127
2020
Q4 		– Sell
-19,636
Closed -$374K – 109
2020
Q3 		$374K Sell
19,636
-15,302
-44% -$309K 0.34% 66
2020
Q2 		$697K Sell
34,938
-5,517
-14% -$111K 0.66% 49
2020
Q1 		$720K Buy
40,455
+7,138
+21% +$167K 0.78% 43
2019
Q4 		$849K Buy
+33,317
New +$829K 0.82% 40

Other funds holding EMLP

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

American Institute for Advanced Investment Management's EMLP Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 288% in Q2 2026, buying an estimated $741K and bringing the position to 22,895 shares worth $996K. The position accounts for 0.58% of the portfolio, ranked #54.

American Institute for Advanced Investment Management first reported a position in EMLP in Q4 2019 and has held it in 10 quarters since. 220 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

  • American Institute for Advanced Investment Management held 22,895 shares of First Trust North American Energy Infrastructure Fund worth $996K as of Q2 2026.
  • American Institute for Advanced Investment Management bought 16,995 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $741K.
  • First Trust North American Energy Infrastructure Fund made up 0.58% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #54 holding.
  • American Institute for Advanced Investment Management first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2019 and has held it in 10 quarters since.
  • 220 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.