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 $1.89T AUM 35.08% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Clarus Wealth Advisors's EMLP Position: Q1 2021 in Review

Clarus Wealth Advisors sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2021, closing a stake of 25,037 shares — an estimated $540K sold.

Clarus Wealth Advisors first reported a position in EMLP in Q2 2018 and held it in 7 quarters. The position peaked at $540K in Q4 2020. 226 funds tracked by Wall St. Rank hold EMLP as of Q1 2021.

Clarus Wealth Advisors reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2021 after selling out during the quarter.
Clarus Wealth Advisors sold 25,037 First Trust North American Energy Infrastructure Fund shares in Q1 2021, an estimated $540K.
Clarus Wealth Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2018 and held it in 7 quarters.
Clarus Wealth Advisors's First Trust North American Energy Infrastructure Fund position peaked at $540K in Q4 2020.
226 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2021.

Based on Clarus Wealth Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.