CJ
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Caitlin John’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Caitlin John’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 		$6.94K Hold
159
– – ﹤0.01% 577
2025
Q4 		$6.02K Hold
159
– – ﹤0.01% 615
2025
Q3 		$6.09K Buy
+159
New +$6K ﹤0.01% 567
2025
Q1 		– Sell
-159
Closed -$5.67K – 316
2024
Q4 		$5.67K Hold
159
– – ﹤0.01% 548
2024
Q3 		$5.66K Hold
159
– – ﹤0.01% 553
2024
Q2 		$4.84K Hold
159
– – ﹤0.01% 558
2024
Q1 		$4.7K Hold
159
– – ﹤0.01% 585
2023
Q4 		$4.4K Buy
+159
New +$4.28K ﹤0.01% 577

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 $376B 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 $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
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