Aprio Wealth Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Aprio Wealth 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	$1.11M	Buy	25,417 +19	+0.1%	+$828	0.05%	219
2026 Q1	$1.11M	Buy	25,398 +92	+0.4%	+$3.83K	0.06%	189
2025 Q4	$958K	Hold	25,306	–	–	0.06%	204
2025 Q3	$969K	Hold	25,306	–	–	0.1%	128
2025 Q2	$949K	Buy	25,306 +107	+0.4%	+$3.92K	0.11%	116
2025 Q1	$945K	Buy	25,199 +105	+0.4%	+$3.89K	0.12%	110
2024 Q4	$895K	Buy	25,094 +98	+0.4%	+$3.47K	0.13%	94
2024 Q3	$840K	Hold	24,996	–	–	0.13%	90
2024 Q2	$761K	Sell	24,996 -1,794	-7%	-$53.9K	0.14%	88
2024 Q1	$791K	Buy	+26,790	New	+$747K	0.16%	80

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

Aprio Wealth Management's EMLP Position: Q2 2026 in Review

Aprio Wealth Management increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.07% in Q2 2026, buying an estimated $828 and bringing the position to 25,417 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #219.

Aprio Wealth Management first reported a position in EMLP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q1 2026. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Aprio Wealth Management held 25,417 shares of First Trust North American Energy Infrastructure Fund worth $1.11M as of Q2 2026.
Aprio Wealth Management bought 19 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $828.
First Trust North American Energy Infrastructure Fund made up 0.05% of Aprio Wealth Management's portfolio in Q2 2026, its #219 holding.
Aprio Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2024 and has held it in 10 quarters since.
Aprio Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $1.11M in Q1 2026.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.