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

Clarus Wealth 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
2021 Q1	–	Sell	-25,037	Closed	-$540K	–	132
2020 Q4	$540K	Sell	25,037 -192	-0.8%	-$3.99K	0.36%	52
2020 Q3	$495K	Buy	+25,229	New	+$510K	0.38%	54
2019 Q3	–	Sell	-6,879	Closed	-$173K	–	250
2019 Q2	$173K	Buy	6,879 +3,694	+116%	+$91.9K	0.13%	131
2019 Q1	$79K	Hold	3,185	–	–	0.06%	227
2018 Q4	$68K	Hold	3,185	–	–	0.11%	217
2018 Q3	$75K	Buy	3,185 +400	+14%	+$9.54K	0.05%	237
2018 Q2	$61K	Buy	+2,785	New	+$63K	0.05%	255

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return