CIBC Private Wealth Group
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CIBC Private Wealth Group’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$16.6K Buy
438
+3
+0.7% +$114 ﹤0.01% 2235
2025
Q3 		$16.6K Buy
+435
New +$16.4K ﹤0.01% 2210

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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIBC Private Wealth Group's EMLP Position: Q4 2025 in Review

CIBC Private Wealth Group increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.69% in Q4 2025, buying an estimated $114 and bringing the position to 438 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2235.

CIBC Private Wealth Group first reported a position in EMLP in Q3 2025 and has held it in 2 quarters since. The position peaked at $16.6K in Q3 2025. 373 funds tracked by Wall St. Rank hold EMLP as of Q4 2025.

  • CIBC Private Wealth Group held 438 shares of First Trust North American Energy Infrastructure Fund worth $16.6K as of Q4 2025.
  • CIBC Private Wealth Group bought 3 First Trust North American Energy Infrastructure Fund shares in Q4 2025, an estimated $114.
  • First Trust North American Energy Infrastructure Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2235 holding.
  • CIBC Private Wealth Group first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2025 and has held it in 2 quarters since.
  • CIBC Private Wealth Group's First Trust North American Energy Infrastructure Fund position peaked at $16.6K in Q3 2025.
  • 373 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.