CAC
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Certified Advisory Corp’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Certified Advisory Corp’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
2021
Q2 		– Sell
-1,092
Closed -$25K – 353
2021
Q1 		$25K Buy
+1,092
New +$24.1K 0.01% 450
2020
Q2 		$49K Buy
2,443
+23
+1% +$464 0.02% 309
2020
Q1 		$43K Buy
2,420
+24
+1% +$562 0.02% 301
2019
Q4 		$61K Sell
2,396
-261
-10% -$6.49K 0.02% 291
2019
Q3 		$68K Buy
2,657
+20
+0.8% +$505 0.02% 275
2019
Q2 		$66K Buy
2,637
+850
+48% +$21.1K 0.02% 277
2019
Q1 		$44K Buy
1,787
+13
+0.7% +$308 0.02% 315
2018
Q4 		$38K Buy
1,774
+858
+94% +$19.7K 0.02% 316
2018
Q3 		$21K Buy
916
+665
+265% +$15.9K 0.01% 442
2018
Q2 		$6K Sell
251
-121
-33% -$2.74K ﹤0.01% 608
2018
Q1 		$8K Hold
372
– – ﹤0.01% 537
2017
Q4 		$9K Buy
+372
New +$9.16K 0.01% 481

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return