Archer Investment Corporation’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Archer Investment Corporation’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
2024 Q4	–	Sell	-285	Closed	-$9.58K	–	1127
2024 Q3	$9.58K	Hold	285	–	–	﹤0.01%	700
2024 Q2	$8.68K	Hold	285	–	–	﹤0.01%	686
2024 Q1	$8.42K	Hold	285	–	–	﹤0.01%	680
2023 Q4	$7.89K	Hold	285	–	–	﹤0.01%	690
2023 Q3	$7.53K	Hold	285	–	–	﹤0.01%	678
2023 Q2	$7.7K	Hold	285	–	–	﹤0.01%	669
2023 Q1	$7.59K	Hold	285	–	–	﹤0.01%	607
2022 Q4	$7.61K	Hold	285	–	–	﹤0.01%	571
2022 Q3	$7.09K	Hold	285	–	–	﹤0.01%	562
2022 Q2	$7.34K	Hold	285	–	–	﹤0.01%	571
2022 Q1	$7.97K	Hold	285	–	–	﹤0.01%	568
2021 Q4	$7.11K	Hold	285	–	–	﹤0.01%	571
2021 Q3	$6.75K	Hold	285	–	–	﹤0.01%	557
2021 Q2	$6.97K	Hold	285	–	–	﹤0.01%	472
2021 Q1	$6.5K	Hold	285	–	–	﹤0.01%	576
2020 Q4	$5.98K	Hold	285	–	–	﹤0.01%	545
2020 Q3	$5.43K	Hold	285	–	–	﹤0.01%	500
2020 Q2	$5.68K	Hold	285	–	–	﹤0.01%	492
2020 Q1	$5K	Hold	285	–	–	﹤0.01%	474
2019 Q4	$7K	Buy	+285	New	+$7.09K	﹤0.01%	472

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

AlTi Global New York $4.6B AUM 22.54% 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

CAM

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

WANY

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Archer Investment Corporation's EMLP Position: Q4 2024 in Review

Archer Investment Corporation sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2024, closing a stake of 285 shares — an estimated $9.58K sold.

Archer Investment Corporation first reported a position in EMLP in Q4 2019 and held it in 20 quarters. The position peaked at $9.58K in Q3 2024. 341 funds tracked by Wall St. Rank hold EMLP as of Q4 2024.

Archer Investment Corporation reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2024 after selling out during the quarter.
Archer Investment Corporation sold 285 First Trust North American Energy Infrastructure Fund shares in Q4 2024, an estimated $9.58K.
Archer Investment Corporation first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2019 and held it in 20 quarters.
Archer Investment Corporation's First Trust North American Energy Infrastructure Fund position peaked at $9.58K in Q3 2024.
341 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2024.

Based on Archer Investment Corporation's 13F filing for Q4 2024, filed 28 Jan 2025.