BlueChip Wealth Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

BlueChip 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	$2.27M	Buy	51,883 +330	+0.6%	+$13.7K	0.99%	27
2025 Q4	$1.95M	Sell	51,553 -1,013	-2%	-$38.6K	0.82%	31
2025 Q3	$2.01M	Sell	52,566 -710	-1%	-$26.8K	0.86%	30
2025 Q2	$2M	Sell	53,276 -199	-0.4%	-$7.28K	0.89%	29
2025 Q1	$2M	Buy	53,475 +2,812	+6%	+$104K	0.98%	26
2024 Q4	$1.81M	Buy	50,663 +2,101	+4%	+$74.4K	1%	25
2024 Q3	$1.63M	Buy	48,562 +11	+0%	+$354	0.85%	29
2024 Q2	$1.48M	Buy	48,551 +1,591	+3%	+$47.8K	0.87%	27
2024 Q1	$1.39M	Buy	46,960 +4,035	+9%	+$113K	0.89%	28
2023 Q4	$1.19M	Buy	+42,925	New	+$1.16M	0.83%	31

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