Atlantic Union Bankshares’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Atlantic Union Bankshares’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	$4.05M	Sell	92,860 -5,386	-5%	-$224K	0.08%	208
2025 Q4	$3.72M	Sell	98,246 -6,378	-6%	-$243K	0.07%	222
2025 Q3	$4.01M	Sell	104,624 -3,267	-3%	-$123K	0.08%	220
2025 Q2	$4.05M	Buy	+107,891	New	+$3.95M	0.09%	193

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

Atlantic Union Bankshares's EMLP Position: Q1 2026 in Review

Atlantic Union Bankshares reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 5.5% in Q1 2026, selling an estimated $224K and leaving 92,860 shares worth $4.05M. The position accounts for 0.08% of the portfolio, ranked #208.

Atlantic Union Bankshares first reported a position in EMLP in Q2 2025 and has held it in 4 quarters since. 386 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

Atlantic Union Bankshares held 92,860 shares of First Trust North American Energy Infrastructure Fund worth $4.05M as of Q1 2026.
Atlantic Union Bankshares sold 5,386 First Trust North American Energy Infrastructure Fund shares in Q1 2026, an estimated $224K.
First Trust North American Energy Infrastructure Fund made up 0.08% of Atlantic Union Bankshares's portfolio in Q1 2026, its #208 holding.
Atlantic Union Bankshares first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2025 and has held it in 4 quarters since.
386 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.