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

Artemis Wealth 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 		$299K Buy
6,853
+46
+0.7% +$1.92K 0.05% 41
2025
Q4 		$258K Buy
6,807
+52
+0.8% +$1.98K 0.04% 40
2025
Q3 		$259K Buy
6,755
+55
+0.8% +$2.08K 0.03% 35
2025
Q2 		$251K Buy
6,700
+53
+0.8% +$1.94K 0.03% 29
2025
Q1 		$249K Buy
6,647
+53
+0.8% +$1.96K 0.05% 22
2024
Q4 		$235K Buy
6,594
+49
+0.7% +$1.74K 0.04% 35
2024
Q3 		$220K Buy
+6,545
New +$211K 0.02% 32
2023
Q4 		– Sell
-6,310
Closed -$167K – 40
2023
Q3 		$167K Hold
6,310
– – 0.03% 31
2023
Q2 		$170K Hold
6,310
– – 0.03% 31
2023
Q1 		$168K Sell
6,310
-42
-0.7% -$1.13K 0.04% 24
2022
Q4 		$170K Sell
6,352
-3,042
-32% -$80.8K 0.05% 31
2022
Q3 		$234K Buy
9,394
+1
+0% +$27 0.06% 27
2022
Q2 		$242K Buy
+9,393
New +$256K 0.07% 31

Other funds holding EMLP

Morgan Stanley
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
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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

Artemis Wealth Advisors's EMLP Position: Q1 2026 in Review

Artemis Wealth Advisors increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.68% in Q1 2026, buying an estimated $1.92K and bringing the position to 6,853 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #41.

Artemis Wealth Advisors first reported a position in EMLP in Q2 2022 and has held it in 13 quarters since. 386 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

  • Artemis Wealth Advisors held 6,853 shares of First Trust North American Energy Infrastructure Fund worth $299K as of Q1 2026.
  • Artemis Wealth Advisors bought 46 First Trust North American Energy Infrastructure Fund shares in Q1 2026, an estimated $1.92K.
  • First Trust North American Energy Infrastructure Fund made up 0.05% of Artemis Wealth Advisors's portfolio in Q1 2026, its #41 holding.
  • Artemis Wealth Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2022 and has held it in 13 quarters since.
  • 386 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on Artemis Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.