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

Claro Advisors’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 		– Sell
-18,955
Closed -$718K – 519
2025
Q4 		$718K Buy
18,955
+141
+0.7% +$5.38K 0.1% 181
2025
Q3 		$720K Buy
18,814
+149
+0.8% +$5.62K 0.11% 172
2025
Q2 		$700K Sell
18,665
-21
-0.1% -$768 0.12% 162
2025
Q1 		$701K Buy
18,686
+145
+0.8% +$5.37K 0.09% 198
2024
Q4 		$661K Buy
18,541
+133
+0.7% +$4.71K 0.09% 201
2024
Q3 		$619K Buy
18,408
+157
+0.9% +$5.05K 0.08% 235
2024
Q2 		$556K Sell
18,251
-7,855
-30% -$236K 0.09% 224
2024
Q1 		$771K Buy
26,106
+231
+0.9% +$6.45K 0.13% 175
2023
Q4 		$716K Buy
25,875
+223
+0.9% +$6.01K 0.16% 155
2023
Q3 		$678K Buy
25,652
+212
+0.8% +$5.82K 0.17% 146
2023
Q2 		$687K Buy
25,440
+824
+3% +$22.2K 0.17% 148
2023
Q1 		$656K Buy
24,616
+2,863
+13% +$77K 0.19% 129
2022
Q4 		$581K Buy
21,753
+5,159
+31% +$137K 0.19% 134
2022
Q3 		$427K Hold
16,594
– – 0.17% 144
2022
Q2 		$427K Buy
16,594
+234
+1% +$6.37K 0.17% 144
2022
Q1 		$408K Hold
16,360
– – 0.15% 157
2021
Q4 		$408K Sell
16,360
-475
-3% -$11.7K 0.15% 157
2021
Q3 		$398K Buy
16,835
+139
+0.8% +$3.38K 0.17% 154
2021
Q2 		$408K Buy
16,696
+131
+0.8% +$3.17K 0.18% 144
2021
Q1 		$378K Buy
16,565
+146
+0.9% +$3.22K 0.19% 136
2020
Q4 		$344K Sell
16,419
-2,720
-14% -$56.5K 0.18% 145
2020
Q3 		$364K Sell
19,139
-1,798
-9% -$36.3K 0.23% 124
2020
Q2 		$417K Sell
20,937
-543
-3% -$10.9K 0.29% 103
2020
Q1 		$382K Buy
21,480
+1,968
+10% +$46K 0.36% 87
2019
Q4 		$497K Buy
19,512
+4,623
+31% +$115K 0.38% 75
2019
Q3 		$381K Buy
14,889
+141
+1% +$3.56K 0.34% 89
2019
Q2 		$371K Buy
14,748
+125
+0.9% +$3.11K 0.34% 91
2019
Q1 		$362K Buy
14,623
+574
+4% +$13.6K 0.36% 84
2018
Q4 		$330K Buy
+14,049
New +$322K 0.26% 87

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Claro Advisors's EMLP Position: Q1 2026 in Review

Claro Advisors sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2026, closing a stake of 18,955 shares — an estimated $718K sold.

Claro Advisors first reported a position in EMLP in Q4 2018 and held it in 29 quarters. The position peaked at $771K in Q1 2024. 388 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

  • Claro Advisors reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2026 after selling out during the quarter.
  • Claro Advisors sold 18,955 First Trust North American Energy Infrastructure Fund shares in Q1 2026, an estimated $718K.
  • Claro Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2018 and held it in 29 quarters.
  • Claro Advisors's First Trust North American Energy Infrastructure Fund position peaked at $771K in Q1 2024.
  • 388 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.