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BKM Wealth Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

BKM 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
2024
Q1 		– Sell
-1,000
Closed -$27.7K – 293
2023
Q4 		$27.7K Buy
+1,000
New +$26.9K 0.01% 335

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BKM Wealth Management's EMLP Position: Q1 2024 in Review

BKM Wealth Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2024, closing a stake of 1,000 shares — an estimated $27.7K sold.

BKM Wealth Management first reported a position in EMLP in Q4 2023 and held it in 1 quarter. The position peaked at $27.7K in Q4 2023. 290 funds tracked by Wall St. Rank hold EMLP as of Q1 2024.

  • BKM Wealth Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 1,000 First Trust North American Energy Infrastructure Fund shares in Q1 2024, an estimated $27.7K.
  • BKM Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $27.7K in Q4 2023.
  • 290 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.