Atria Wealth Solutions’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.34M	Sell	35,856 -4,162	-10%	-$152K	0.03%	533
2025 Q1	$1.5M	Sell	40,018 -5,304	-12%	-$196K	0.02%	738
2024 Q4	$1.62M	Buy	45,322 +754	+2%	+$26.7K	0.02%	718
2024 Q3	$1.5M	Buy	44,568 +3,105	+7%	+$99.9K	0.02%	754
2024 Q2	$1.26M	Sell	41,463 -2,177	-5%	-$65.4K	0.01%	796
2024 Q1	$1.29M	Sell	43,640 -12,235	-22%	-$341K	0.01%	801
2023 Q4	$1.55M	Sell	55,875 -8,743	-14%	-$236K	0.02%	691
2023 Q3	$1.71M	Buy	64,618 +1,968	+3%	+$54K	0.02%	616
2023 Q2	$1.69M	Buy	62,650 +76	+0.1%	+$2.04K	0.02%	624
2023 Q1	$1.67M	Sell	62,574 -22,189	-26%	-$597K	0.02%	601
2022 Q4	$2.26M	Buy	84,763 +5,209	+7%	+$138K	0.04%	470
2022 Q3	$1.98M	Buy	79,554 +6,581	+9%	+$179K	0.03%	484
2022 Q2	$1.88M	Buy	72,973 +44,081	+153%	+$1.2M	0.04%	466
2022 Q1	$800K	Buy	+28,892	New	+$748K	0.01%	821

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Atria Wealth Solutions's EMLP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 10% in Q2 2025, selling an estimated $152K and leaving 35,856 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #533.

Atria Wealth Solutions first reported a position in EMLP in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.26M in Q4 2022. 370 funds tracked by Wall St. Rank hold EMLP as of Q2 2025.

Atria Wealth Solutions held 35,856 shares of First Trust North American Energy Infrastructure Fund worth $1.34M as of Q2 2025.
Atria Wealth Solutions sold 4,162 First Trust North American Energy Infrastructure Fund shares in Q2 2025, an estimated $152K.
First Trust North American Energy Infrastructure Fund made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #533 holding.
Atria Wealth Solutions first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's First Trust North American Energy Infrastructure Fund position peaked at $2.26M in Q4 2022.
370 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.