Ancora Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Ancora Advisors’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 Q1	$766K	Buy	17,543 +1,205	+7%	+$50.2K	0.02%	453
2025 Q4	$619K	Buy	16,338 +5	+0%	+$191	0.01%	495
2025 Q3	$625K	Buy	16,333 +5	+0%	+$189	0.01%	509
2025 Q2	$612K	Buy	16,328 +3,594	+28%	+$131K	0.01%	492
2025 Q1	$477K	Buy	12,734 +5	+0%	+$185	0.01%	531
2024 Q4	$454K	Buy	12,729 +1,201	+10%	+$42.5K	0.01%	544
2024 Q3	$387K	Buy	11,528 +5	+0%	+$161	0.01%	557
2024 Q2	$351K	Buy	11,523 +1,606	+16%	+$48.2K	0.01%	558
2024 Q1	$293K	Sell	9,917 -894	-8%	-$24.9K	0.01%	597
2023 Q4	$299K	Sell	10,811 -952	-8%	-$25.6K	0.01%	597
2023 Q3	$311K	Sell	11,763 -10	-0.1%	-$274	0.01%	572
2023 Q2	$318K	Buy	11,773 +23	+0.2%	+$618	0.01%	551
2023 Q1	$313K	Sell	11,750 -359	-3%	-$9.65K	0.01%	564
2022 Q4	$323K	Sell	12,109 -89,618	-88%	-$2.38M	0.01%	573
2022 Q3	$2.53M	Buy	101,727 +6	+0%	+$163	0.08%	205
2022 Q2	$2.62M	Buy	101,721 +4	+0%	+$109	0.07%	214
2022 Q1	$2.82M	Sell	101,717 -111	-0.1%	-$2.87K	0.07%	228
2021 Q4	$2.54M	Buy	101,828 +5	+0%	+$124	0.06%	251
2021 Q3	$2.41M	Buy	101,823 +4	+0%	+$97	0.06%	253
2021 Q2	$2.49M	Sell	101,819 -810	-0.8%	-$19.6K	0.07%	253
2021 Q1	$2.34M	Sell	102,629 -236	-0.2%	-$5.21K	0.06%	247
2020 Q4	$2.16M	Sell	102,865 -72,468	-41%	-$1.51M	0.07%	247
2020 Q3	$3.34M	Sell	175,333 -45,655	-21%	-$922K	0.13%	169
2020 Q2	$4.41M	Sell	220,988 -16,074	-7%	-$324K	0.18%	128
2020 Q1	$4.22M	Sell	237,062 -16,660	-7%	-$390K	0.2%	130
2019 Q4	$6.47M	Buy	253,722 +13,502	+6%	+$336K	0.24%	117
2019 Q3	$6.15M	Sell	240,220 -4,913	-2%	-$124K	0.27%	109
2019 Q2	$6.17M	Sell	245,133 -7,724	-3%	-$192K	0.28%	110
2019 Q1	$6.25M	Sell	252,857 -130,056	-34%	-$3.08M	0.28%	117
2018 Q4	$8.21M	Sell	382,913 -19,219	-5%	-$441K	0.39%	94
2018 Q3	$9.43M	Sell	402,132 -2,731	-0.7%	-$65.2K	0.36%	89
2018 Q2	$9.4M	Buy	404,863 +164,333	+68%	+$3.72M	0.41%	81
2018 Q1	$5.27M	Buy	240,530 +2,997	+1%	+$70.4K	0.24%	136
2017 Q4	$5.83M	Sell	237,533 -112,237	-32%	-$2.76M	0.31%	104
2017 Q3	$8.68M	Buy	349,770 +16,754	+5%	+$417K	0.5%	51
2017 Q2	$8.18M	Buy	333,016 +3,043	+0.9%	+$76K	0.53%	45
2017 Q1	$8.35M	Sell	329,973 -559	-0.2%	-$14.1K	0.57%	40
2016 Q4	$8.34M	Buy	330,532 +28,355	+9%	+$700K	0.61%	32
2016 Q3	$7.65M	Buy	302,177 +4,917	+2%	+$123K	0.77%	20
2016 Q2	$7.34M	Buy	297,260 +11,086	+4%	+$255K	0.85%	18
2016 Q1	$6.26M	Buy	286,174 +101,084	+55%	+$2.05M	0.77%	24
2015 Q4	$3.73M	Buy	185,090 +15,374	+9%	+$335K	0.48%	55
2015 Q3	$3.71M	Sell	169,716 -6,654	-4%	-$159K	0.48%	52
2015 Q2	$4.47M	Buy	+176,370	New	+$4.76M	0.53%	50
2015 Q1	–	Sell	-167,888	Closed	-$4.6M	–	40
2014 Q4	$4.73M	Buy	+167,888	New	+$4.61M	0.58%	47

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Ancora Advisors's EMLP Position: Q1 2026 in Review

Ancora Advisors increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 7.4% in Q1 2026, buying an estimated $50.2K and bringing the position to 17,543 shares worth $766K. The position accounts for 0.02% of the portfolio, ranked #453.

Ancora Advisors first reported a position in EMLP in Q4 2014 and has held it in 45 quarters since. The position peaked at $9.43M in Q3 2018. 387 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

Ancora Advisors held 17,543 shares of First Trust North American Energy Infrastructure Fund worth $766K as of Q1 2026.
Ancora Advisors bought 1,205 First Trust North American Energy Infrastructure Fund shares in Q1 2026, an estimated $50.2K.
First Trust North American Energy Infrastructure Fund made up 0.02% of Ancora Advisors's portfolio in Q1 2026, its #453 holding.
Ancora Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2014 and has held it in 45 quarters since.
Ancora Advisors's First Trust North American Energy Infrastructure Fund position peaked at $9.43M in Q3 2018.
387 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.