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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
Q1 		$486K Buy
11,141
+325
+3% +$13.5K 0.01% 722
2025
Q4 		$410K Buy
10,816
+258
+2% +$9.84K 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

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

Atomi Financial Group's EMLP Position: Q1 2026 in Review

Atomi Financial Group increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 3% in Q1 2026, buying an estimated $13.5K and bringing the position to 11,141 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #722.

Atomi Financial Group first reported a position in EMLP in Q3 2024 and has held it in 7 quarters since. 386 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

  • Atomi Financial Group held 11,141 shares of First Trust North American Energy Infrastructure Fund worth $486K as of Q1 2026.
  • Atomi Financial Group bought 325 First Trust North American Energy Infrastructure Fund shares in Q1 2026, an estimated $13.5K.
  • First Trust North American Energy Infrastructure Fund made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #722 holding.
  • Atomi Financial Group first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2024 and has held it in 7 quarters since.
  • 386 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.