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 Q2	$300K	Buy	6,902 +49	+0.7%	+$2.14K	0.04%	53
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 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

Artemis Wealth Advisors's EMLP Position: Q2 2026 in Review

Artemis Wealth Advisors increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.72% in Q2 2026, buying an estimated $2.14K and bringing the position to 6,902 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #53.

Artemis Wealth Advisors first reported a position in EMLP in Q2 2022 and has held it in 14 quarters since. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Artemis Wealth Advisors held 6,902 shares of First Trust North American Energy Infrastructure Fund worth $300K as of Q2 2026.
Artemis Wealth Advisors bought 49 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $2.14K.
First Trust North American Energy Infrastructure Fund made up 0.04% of Artemis Wealth Advisors's portfolio in Q2 2026, its #53 holding.
Artemis Wealth Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2022 and has held it in 14 quarters since.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Artemis Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.