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Beacon Pointe Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Beacon Pointe 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
Q2 		$11.1M Buy
254,060
+34,523
+16% +$1.51M 0.05% 318
2026
Q1 		$9.58M Buy
219,537
+19,193
+10% +$799K 0.05% 329
2025
Q4 		$7.59M Sell
200,344
-175
-0.1% -$6.67K 0.05% 305
2025
Q3 		$7.68M Sell
200,519
-7,859
-4% -$297K 0.07% 279
2025
Q2 		$7.82M Sell
208,378
-265
-0.1% -$9.7K 0.08% 214
2025
Q1 		$7.82M Sell
208,643
-1,321
-0.6% -$48.9K 0.09% 211
2024
Q4 		$7.49M Sell
209,964
-20,713
-9% -$734K 0.08% 206
2024
Q3 		$7.75M Buy
230,677
+46,409
+25% +$1.49M 0.09% 201
2024
Q2 		$5.61M Sell
184,268
-3,524
-2% -$106K 0.07% 257
2024
Q1 		$5.55M Sell
187,792
-3,056
-2% -$85.3K 0.06% 269
2023
Q4 		$5.28M Sell
190,848
-6,353
-3% -$171K 0.06% 272
2023
Q3 		$5.21M Sell
197,201
-20,196
-9% -$554K 0.06% 257
2023
Q2 		$5.87M Sell
217,397
-9,887
-4% -$266K 0.1% 190
2023
Q1 		$6.05M Sell
227,284
-3,045
-1% -$81.9K 0.1% 184
2022
Q4 		$6.15M Buy
230,329
+12,280
+6% +$326K 0.12% 170
2022
Q3 		$5.42M Sell
218,049
-9,435
-4% -$257K 0.12% 163
2022
Q2 		$5.86M Buy
227,484
+450
+0.2% +$12.2K 0.12% 164
2022
Q1 		$6.29M Buy
+227,034
New +$5.88M 0.09% 216

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

Beacon Pointe Advisors's EMLP Position: Q2 2026 in Review

Beacon Pointe Advisors increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 16% in Q2 2026, buying an estimated $1.51M and bringing the position to 254,060 shares worth $11.1M. The position accounts for 0.05% of the portfolio, ranked #318.

Beacon Pointe Advisors first reported a position in EMLP in Q1 2022 and has held it in 18 quarters since. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

  • Beacon Pointe Advisors held 254,060 shares of First Trust North American Energy Infrastructure Fund worth $11.1M as of Q2 2026.
  • Beacon Pointe Advisors bought 34,523 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $1.51M.
  • First Trust North American Energy Infrastructure Fund made up 0.05% of Beacon Pointe Advisors's portfolio in Q2 2026, its #318 holding.
  • Beacon Pointe Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2022 and has held it in 18 quarters since.
  • 375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.