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Brian Low Financial Group’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Brian Low Financial Group’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 		– Sell
-16,855
Closed -$736K – 118
2026
Q1 		$736K Buy
16,855
+1,404
+9% +$58.4K 0.5% 66
2025
Q4 		$585K Sell
15,451
-265
-2% -$10.1K 0.41% 72
2025
Q3 		$602K Sell
15,716
-400
-2% -$15.1K 0.47% 70
2025
Q2 		$605K Buy
+16,116
New +$590K 0.57% 61

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

Brian Low Financial Group's EMLP Position: Q2 2026 in Review

Brian Low Financial Group sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2026, closing a stake of 16,855 shares — an estimated $736K sold.

Brian Low Financial Group first reported a position in EMLP in Q2 2025 and held it in 4 quarters. The position peaked at $736K in Q1 2026. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

  • Brian Low Financial Group reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2026 after selling out during the quarter.
  • Brian Low Financial Group sold 16,855 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $736K.
  • Brian Low Financial Group first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2025 and held it in 4 quarters.
  • Brian Low Financial Group's First Trust North American Energy Infrastructure Fund position peaked at $736K in Q1 2026.
  • 375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Brian Low Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.