Bartlett & Co Wealth Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Bartlett & Co Wealth Management’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	$11.1K	Hold	250	–	–	﹤0.01%	911
2025 Q4	$9.47K	Hold	250	–	–	﹤0.01%	931
2025 Q3	$9.57K	Hold	250	–	–	﹤0.01%	926
2025 Q2	$9.38K	Hold	250	–	–	﹤0.01%	926
2025 Q1	$9.37K	Hold	250	–	–	﹤0.01%	920
2024 Q4	$8.91K	Hold	250	–	–	﹤0.01%	921
2024 Q3	$8.4K	Hold	250	–	–	﹤0.01%	930
2024 Q2	$7.62K	Hold	250	–	–	﹤0.01%	946
2024 Q1	$7.38K	Buy	+250	New	+$6.97K	﹤0.01%	942

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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 $376B 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 $501B 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

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return