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Avantax Planning Partners’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Avantax Planning Partners’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 		– Sell
-8,507
Closed -$371K – 464
2026
Q1 		$371K Buy
8,507
+4
+0% +$167 0.01% 315
2025
Q4 		$322K Sell
8,503
-1,296
-13% -$49.4K 0.01% 343
2025
Q3 		$375K Buy
9,799
+5
+0.1% +$189 0.01% 314
2025
Q2 		$367K Sell
9,794
-731
-7% -$26.7K 0.01% 311
2025
Q1 		$395K Sell
10,525
-1,125
-10% -$41.6K 0.01% 295
2024
Q4 		$415K Buy
11,650
+4
+0% +$142 0.02% 282
2024
Q3 		$391K Buy
11,646
+5
+0% +$161 0.01% 294
2024
Q2 		$355K Buy
11,641
+241
+2% +$7.24K 0.01% 334
2024
Q1 		$337K Buy
+11,400
New +$318K 0.01% 342
2018
Q4 		– Sell
-1,000
Closed -$23K – 532
2018
Q3 		$23K Buy
+1,000
New +$23.9K ﹤0.01% 664
2018
Q2 		– Sell
-1,000
Closed -$22K – 573
2018
Q1 		$22K Buy
+1,000
New +$23.5K ﹤0.01% 746

Other funds holding EMLP

Morgan Stanley
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Wells Fargo
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

Avantax Planning Partners's EMLP Position: Q2 2026 in Review

Avantax Planning Partners sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2026, closing a stake of 8,507 shares — an estimated $371K sold.

Avantax Planning Partners first reported a position in EMLP in Q1 2018 and held it in 11 quarters. The position peaked at $415K in Q4 2024. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

  • Avantax Planning Partners reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2026 after selling out during the quarter.
  • Avantax Planning Partners sold 8,507 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $371K.
  • Avantax Planning Partners first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2018 and held it in 11 quarters.
  • Avantax Planning Partners's First Trust North American Energy Infrastructure Fund position peaked at $415K in Q4 2024.
  • 375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.