B. Riley Wealth Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

B. Riley Wealth Advisors’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	–	Sell	-178,744	Closed	-$6.77M	–	958
2025 Q4	$6.77M	Buy	178,744 +13,711	+8%	+$523K	0.31%	66
2025 Q3	$6.32M	Buy	165,033 +10,804	+7%	+$408K	0.29%	69
2025 Q2	$5.79M	Buy	+154,229	New	+$5.64M	0.27%	77
2024 Q4	$3.08M	Sell	86,346 -56,334	-39%	-$2M	0.1%	206
2024 Q3	$4.82M	Sell	142,680 -657	-0.5%	-$21.1K	0.13%	168
2024 Q2	$4.37M	Buy	143,337 +3,862	+3%	+$116K	0.11%	180
2024 Q1	$3.68M	Sell	139,475 -76,580	-35%	-$2.14M	0.1%	205
2023 Q4	$5.98M	Buy	216,055 +76,580	+55%	+$2.06M	0.16%	143
2023 Q3	$3.68M	Sell	139,475 -134,922	-49%	-$3.7M	0.1%	205
2023 Q2	$7.41M	Sell	274,397 -59,922	-18%	-$1.61M	0.17%	127
2023 Q1	$8.9M	Sell	334,319 -135,997	-29%	-$3.66M	0.24%	89
2022 Q4	$12.6M	Buy	470,316 +73,061	+18%	+$1.94M	0.35%	64
2022 Q3	$9.88M	Sell	397,255 -1,174	-0.3%	-$31.9K	0.3%	74
2022 Q2	$10.3M	Buy	398,429 +3,491	+0.9%	+$95K	0.43%	48
2022 Q1	$10.9M	Buy	394,938 +25,316	+7%	+$655K	0.36%	54
2021 Q4	$9.23M	Buy	369,622 +27,678	+8%	+$684K	0.27%	77
2021 Q3	$8.21M	Buy	341,944 +101,786	+42%	+$2.48M	0.26%	76
2021 Q2	$5.79M	Buy	240,158 +104,416	+77%	+$2.53M	0.19%	122
2021 Q1	$2.99M	Buy	135,742 +8,234	+6%	+$182K	0.11%	214
2020 Q4	$2.67M	Sell	127,508 -67,052	-34%	-$1.39M	0.14%	162
2020 Q3	$3.79M	Buy	194,560 +30,222	+18%	+$611K	0.2%	115
2020 Q2	$3.28M	Buy	164,338 +18,376	+13%	+$370K	0.22%	112
2020 Q1	$2.6M	Buy	145,962 +135,692	+1,321%	+$3.17M	0.22%	110
2019 Q4	$262K	Buy	+10,270	New	+$255K	0.02%	652
2019 Q1	–	Sell	-9,877	Closed	-$212K	–	751
2018 Q4	$212K	Sell	9,877 -1,547	-14%	-$35.5K	0.03%	568
2018 Q3	$268K	Sell	11,424 -6,254	-35%	-$149K	0.03%	535
2018 Q2	$411K	Sell	17,678 -4,836	-21%	-$109K	0.05%	380
2018 Q1	$493K	Sell	22,514 -8,191	-27%	-$192K	0.07%	316
2017 Q4	$755K	Sell	30,705 -450	-1%	-$11.1K	0.1%	223
2017 Q3	$773K	Sell	31,155 -2,962	-9%	-$73.7K	0.13%	176
2017 Q2	$838K	Sell	34,117 -12,979	-28%	-$324K	0.15%	172
2017 Q1	$1.19M	Buy	47,096 +32,781	+229%	+$829K	0.24%	110
2016 Q4	$362K	Buy	+14,315	New	+$353K	0.07%	305
2015 Q1	–	Sell	-75	Closed	-$2	–	965
2014 Q4	$2	Buy	+75	New	+$2.06K	﹤0.01%	3386
2014 Q3	–	Sell	-781	Closed	-$21.1K	–	993
2014 Q2	$21.1K	Buy	+781	New	+$19.9K	0.01%	1452

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

B. Riley Wealth Advisors's EMLP Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2026, closing a stake of 178,744 shares — an estimated $6.77M sold.

B. Riley Wealth Advisors first reported a position in EMLP in Q2 2014 and held it in 35 quarters. The position peaked at $12.6M in Q4 2022. 386 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

B. Riley Wealth Advisors reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 178,744 First Trust North American Energy Infrastructure Fund shares in Q1 2026, an estimated $6.77M.
B. Riley Wealth Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2014 and held it in 35 quarters.
B. Riley Wealth Advisors's First Trust North American Energy Infrastructure Fund position peaked at $12.6M in Q4 2022.
386 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.