Atomi Financial Group
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Atomi Financial Group’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Atomi Financial Group’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
Q3 		$331K Sell
8,085
-3,792
-32% -$166K 0.01% 1010
2026
Q2 		$517K Buy
11,877
+736
+7% +$32.1K 0.01% 751
2026
Q1 		$486K Buy
11,141
+325
+3% +$13.5K 0.01% 722
2025
Q4 		$410K Buy
10,816
+258
+2% +$9.8K 0.01% 785
2025
Q3 		$404K Buy
10,558
+460
+5% +$17.4K 0.01% 743
2025
Q2 		$379K Sell
10,098
-1,626
-14% -$59.5K 0.01% 702
2025
Q1 		$440K Buy
11,724
+704
+6% +$26.1K 0.02% 585
2024
Q4 		$393K Buy
11,020
+3,547
+47% +$126K 0.02% 583
2024
Q3 		$251K Buy
+7,473
New +$240K 0.02% 752

Other funds holding EMLP

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Disciplina Capital Management
Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Welch & Forbes
Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return
Lee Financial
Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Atomi Financial Group's EMLP Position: Q3 2026 in Review

Atomi Financial Group reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 32% in Q3 2026, selling an estimated $166K and leaving 8,085 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #1010.

Atomi Financial Group first reported a position in EMLP in Q3 2024 and has held it in 9 quarters since. The position peaked at $517K in Q2 2026. 243 funds tracked by Wall St. Rank hold EMLP as of Q3 2026.

  • Atomi Financial Group held 8,085 shares of First Trust North American Energy Infrastructure Fund worth $331K as of Q3 2026.
  • Atomi Financial Group sold 3,792 First Trust North American Energy Infrastructure Fund shares in Q3 2026, an estimated $166K.
  • First Trust North American Energy Infrastructure Fund made up 0.01% of Atomi Financial Group's portfolio in Q3 2026, its #1010 holding.
  • Atomi Financial Group first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2024 and has held it in 9 quarters since.
  • Atomi Financial Group's First Trust North American Energy Infrastructure Fund position peaked at $517K in Q2 2026.
  • 243 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2026.

Based on Atomi Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.