ArchPoint Investors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

ArchPoint Investors’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	–	Sell	-71,081	Closed	-$2.69M	–	80
2025 Q4	$2.69M	Hold	71,081	–	–	0.64%	38
2025 Q3	$2.72M	Sell	71,081 -7,219	-9%	-$272K	0.75%	33
2025 Q2	$2.94M	Hold	78,300	–	–	0.86%	30
2025 Q1	$2.94M	Hold	78,300	–	–	0.97%	26
2024 Q4	$2.79M	Hold	78,300	–	–	0.92%	27
2024 Q3	$2.63M	Hold	78,300	–	–	0.88%	28
2024 Q2	$2.39M	Sell	78,300 -1,700	-2%	-$51.1K	0.9%	33
2024 Q1	$2.36M	Hold	80,000	–	–	0.99%	29
2023 Q4	$2.22M	Hold	80,000	–	–	0.92%	17
2023 Q3	$2.11M	Hold	80,000	–	–	0.81%	23
2023 Q2	$2.16M	Hold	80,000	–	–	0.84%	23
2023 Q1	$2.13M	Hold	80,000	–	–	0.93%	21
2022 Q4	$2.14M	Hold	80,000	–	–	1.01%	19
2022 Q3	$1.99M	Hold	80,000	–	–	0.81%	25
2022 Q2	$2.06M	Hold	80,000	–	–	0.82%	26
2022 Q1	$2.21M	Hold	80,000	–	–	0.76%	25
2021 Q4	$2M	Hold	80,000	–	–	0.59%	30
2021 Q3	$1.89M	Buy	80,000 +5,748	+8%	+$140K	0.57%	29
2021 Q2	$1.82M	Sell	74,252 -5,229	-7%	-$127K	0.62%	27
2021 Q1	$1.81M	Hold	79,481	–	–	0.51%	32
2020 Q4	$1.67M	Buy	+79,481	New	+$1.65M	0.46%	36

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

ArchPoint Investors's EMLP Position: Q1 2026 in Review

ArchPoint Investors sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2026, closing a stake of 71,081 shares — an estimated $2.69M sold.

ArchPoint Investors first reported a position in EMLP in Q4 2020 and held it in 21 quarters. The position peaked at $2.94M in Q2 2025. 386 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

ArchPoint Investors reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2026 after selling out during the quarter.
ArchPoint Investors sold 71,081 First Trust North American Energy Infrastructure Fund shares in Q1 2026, an estimated $2.69M.
ArchPoint Investors first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2020 and held it in 21 quarters.
ArchPoint Investors's First Trust North American Energy Infrastructure Fund position peaked at $2.94M in Q2 2025.
386 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on ArchPoint Investors's 13F filing for Q1 2026, filed 14 May 2026.