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 Q2	$1.73M	Sell	39,828 -12,055	-23%	-$526K	0.66%	33
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 $1.89T 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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

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

BlueChip Wealth Advisors's EMLP Position: Q2 2026 in Review

BlueChip Wealth Advisors reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 23% in Q2 2026, selling an estimated $526K and leaving 39,828 shares worth $1.73M. The position accounts for 0.66% of the portfolio, ranked #33.

BlueChip Wealth Advisors first reported a position in EMLP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.27M in Q1 2026. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

BlueChip Wealth Advisors held 39,828 shares of First Trust North American Energy Infrastructure Fund worth $1.73M as of Q2 2026.
BlueChip Wealth Advisors sold 12,055 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $526K.
First Trust North American Energy Infrastructure Fund made up 0.66% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #33 holding.
BlueChip Wealth Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2023 and has held it in 11 quarters since.
BlueChip Wealth Advisors's First Trust North American Energy Infrastructure Fund position peaked at $2.27M in Q1 2026.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.