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Certuity’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Certuity’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 		$7.41M Buy
170,353
+20,514
+14% +$895K 0.37% 42
2026
Q1 		$6.54M Buy
149,839
+98,622
+193% +$4.11M 0.43% 44
2025
Q4 		$1.94M Buy
51,217
+34,186
+201% +$1.3M 0.12% 109
2025
Q3 		$652K Buy
17,031
+3,935
+30% +$149K 0.04% 214
2025
Q2 		$491K Buy
13,096
+2,089
+19% +$76.4K 0.05% 206
2025
Q1 		$413K Buy
+11,007
New +$407K 0.04% 211

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

Certuity's EMLP Position: Q2 2026 in Review

Certuity increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 14% in Q2 2026, buying an estimated $895K and bringing the position to 170,353 shares worth $7.41M. The position accounts for 0.37% of the portfolio, ranked #42.

Certuity first reported a position in EMLP in Q1 2025 and has held it in 6 quarters since. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

  • Certuity held 170,353 shares of First Trust North American Energy Infrastructure Fund worth $7.41M as of Q2 2026.
  • Certuity bought 20,514 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $895K.
  • First Trust North American Energy Infrastructure Fund made up 0.37% of Certuity's portfolio in Q2 2026, its #42 holding.
  • Certuity first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2025 and has held it in 6 quarters since.
  • 375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.