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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
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 $1.66T 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
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
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

Beacon Pointe Advisors's EMLP Position: Q1 2026 in Review

Beacon Pointe Advisors increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 9.6% in Q1 2026, buying an estimated $799K and bringing the position to 219,537 shares worth $9.58M. The position accounts for 0.05% of the portfolio, ranked #329.

Beacon Pointe Advisors first reported a position in EMLP in Q1 2022 and has held it in 17 quarters since. 386 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

  • Beacon Pointe Advisors held 219,537 shares of First Trust North American Energy Infrastructure Fund worth $9.58M as of Q1 2026.
  • Beacon Pointe Advisors bought 19,193 First Trust North American Energy Infrastructure Fund shares in Q1 2026, an estimated $799K.
  • First Trust North American Energy Infrastructure Fund made up 0.05% of Beacon Pointe Advisors's portfolio in Q1 2026, its #329 holding.
  • Beacon Pointe Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2022 and has held it in 17 quarters since.
  • 386 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.